Ads, Commerce, AI: Asia’s New Digital Stack
Asia’s $311 Billion Ad Market, $2.3 Trillion Commerce Engine, and $102 Billion AI Layer Are Fusing Into a Single Stack There’s a simple model for understanding Asia’s digital economy, and … Read more
Asia’s $311 Billion Ad Market, $2.3 Trillion Commerce Engine, and $102 Billion AI Layer Are Fusing Into a Single Stack There’s a simple model for understanding Asia’s digital economy, and … Read more
China’s daily AI token usage surpassed 140 trillion in March 2026 — a 1,000-fold increase in two years. Chinese models now account for four of the top five most-used globally. This is a comprehensive analysis of the models, chips, state strategy, cost advantages, and deployment patterns driving China’s AI machine — and what it means for Asia, the West, and global markets.
The conventional narrative about Lazada goes like this: it was the pioneer, then it was the incumbent, and now it is the cautionary tale. Alibaba poured somewhere between USD 7.4 … Read more
In 2018, China is an almost entirely cashless consumer economy, where popular mobile payment apps such as WeChat Pay and Alipay have enabled consumers to go straight from cash, to smartphone … Read more
Ecommerce is very much in the news at the moment, with Rocket Internet launching their month long online promotion across Lazada, Zalora and Foodpanda, ebay launching in Indonesia, and mobile ecommerce … Read more