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Building Trust at Grid Scale
How battery testing became critical infrastructure.
4 hrs ago
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Dermot McGrath
1
May 2026
The China Round — May 29, 2026
Money chasing reactors, fusion, and cheaper chips while a battery maker raises at a discount
May 31
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Dermot McGrath
1
The China Round — May 22, 2026
China's Starship, Breaking Nvidia's Lock on AI Chip Wiring, and Robot Hands for Every Humanoid
May 22
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Dermot McGrath
1
The China Round — May 15, 2026
StepFun's $2.5B Pre-IPO, State Capital Leads 30 Deals, and a Biotech Startup Buys a ¥900M Factory
May 15
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Dermot McGrath
1
1
The China Round — May 8, 2026
Kimi Hits $20B, a Fusion Unicorn Emerges, and the Deals That Couldn’t Wait
May 8
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Dermot McGrath
1
The China Round — May 1, 2026
Record eVTOL Capital, SF Express Bets on Its Own Robot Workforce, and Quantum Goes Commercial
May 2
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Dermot McGrath
April 2026
The China Round — April 24, 2026
Co-Owned Robots, a Pre-Revenue $2B Valuation, and Beijing's Coordinated Compute Bet
Apr 25
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Dermot McGrath
The AGI Lab Dominating AI's Most Underestimated Metric
Ant Group's Inclusion AI and the metric that defines the agent economy
Apr 24
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Dermot McGrath
The China Round — April 17, 2026
The Supply Chain Strikes Back
Apr 17
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Dermot McGrath
Vietnam Just Became Southeast Asia’s Most Exciting Economy
An emerging market upgrade, a financial centre modelled on Dubai, a semiconductor pivot, and $75 billion in high-speed rail. I went to see it for…
Apr 17
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Dermot McGrath
The China Round — April 10, 2026
Fusion Bets, Brain Implants, and the Ma-Lei Signal
Apr 10
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Dermot McGrath
The China Round — April 3, 2026
Quantum, Cobots, and the Billion-Dollar Angels
Apr 3
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Dermot McGrath
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