The Prompt

Stripe and Asian telcos want in on AI’s growth. Plus: OpenAI’s trust gap, Z.ai’s alternative scaling approach, and Cursor’s next big bet.

Nvidia’s move could reshape Asia’s data center buildout as local chip startups try to break its dominance.

AI’s next race stretches from glasses and headphones to drug discovery. Meanwhile, ByteDance has a lot to lose to play the distillation game.

China’s memory-chip ambitions broaden the AI race, while Southeast Asia charts a physical AI path. Plus: our hot takes on Moonshot AI and Sarvam.

AI can both hack and defend. We look at what Asia should prepare for. Plus: the US goes after Kimi K3, and how AI coding gives solo founders an edge.

DeepMind’s Demis Hassabis says AGI is near, but Asia’s latest AI developments show there’s work left. Plus, SenseTime’s own AGI vision.

We spotlight the VCs investing in – and embracing – AI in Southeast Asia, plus everything you need to know about OpenAI’s newest frontier model.

Meta and Palantir offer two versions of the same AI strategy: selling control rather than tokens. Our top AI reads this week show why that matters.

What OpenAI building its own inference hardware tells us about costs in the industry.

Aaru says it can predict our choices without asking us. Plus: lessons from the Asia Economic Summit and the realities of AI infrastructure in SEA.