US vs Chinese AI Models: The Capability Tracker
Last updated: 25 July 2026. This is a living tracker, refreshed after each major release wave. For the full strategic picture — investment, chips, talent — see our China vs … Read more
Last updated: 25 July 2026. This is a living tracker, refreshed after each major release wave. For the full strategic picture — investment, chips, talent — see our China vs … Read more
Living tracker. Last updated: 25 July 2026. Bookmark it — prices in this market have a half-life of about a quarter. How much do AI models cost in 2026? On … Read more
Southeast Asia’s e-commerce platforms generated $157.6 billion in GMV in 2025, up 22.8% year-on-year (Momentum Works, April 2026). India’s e-retail market crossed $65 billion in the same period, growing 19–21% … Read more
PhonePe processes 48% of all UPI transactions in India. Paytm handles roughly 7%. Two years ago, that gap was half as wide. The Reserve Bank of India’s crackdown on Paytm … Read more
Coupang delivered 99.6% of South Korean orders within 24 hours in 2025. Amazon covered 98% of Japan’s population with next-day delivery that same year. Two companies, both obsessed with logistics-first … Read more
South Korea’s digital economy runs through two companies. Naver, the country’s dominant search engine, posted KRW 10.7 trillion in revenue in 2024 — the first time a domestic internet company … Read more
Vietnam’s e-wallet market crossed 100 million active users in early 2026 (Ken Research, 2026), and two platforms account for the bulk of the action. MoMo, the standalone fintech super app … Read more
The Philippines‘ digital wallet market hit $4.1 billion in 2025, growing at 11.2% CAGR (Expert Market Research). Digital payments now account for 57.4% of all retail transaction volume and 59% … Read more
Southeast Asia’s super app market surpassed $58 billion in 2025 and is growing at over 30% CAGR (Grand View Research). Three companies sit at the centre of that expansion: Grab … Read more