The China Round — April 17, 2026

The Supply Chain Strikes Back

22 hrs ago • 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 • Dermot McGrath

The China Round — April 10, 2026

Fusion Bets, Brain Implants, and the Ma-Lei Signal

Apr 10 • Dermot McGrath

The China Round — April 3, 2026

Quantum, Cobots, and the Billion-Dollar Angels

Apr 3 • Dermot McGrath

Space as a Service: China's Alternative to the SpaceX Model

On Wednesday, SpaceX filed confidentially with the SEC to go public at a target valuation of $1.75 trillion.

Apr 2 • Dermot McGrath

March 2026

Can Decentralized Compute Solve AI’s $5 Trillion Infrastructure Problem?

Inside the hardware realities, economic math, and structural opportunities of distributed AI infrastructure.

Mar 30 • Dermot McGrath

February 2026

When an AI Controls a Drone Fleet

Inside the Company Building the 15-Minute City

Feb 2 • Dermot McGrath

1

January 2026

A Second Opinion

Why China's super-apps might have the edge over Silicon Valley in healthcare AI

Jan 19 • Dermot McGrath

1

December 2025

Ant Group, Lingguang and the Birth of Vibe Commerce

Is creating digital businesses just a prompt away?

Dec 21, 2025 • Dermot McGrath

Deepseek has been dethroned by Doubao as the most popular AI app in China.

After trying it out, I can kinda see why

Dec 21, 2025 • Dermot McGrath