Insights

The subscription test comes as ByteDance expands in MaaS and AI shopping.

South Korea and Vietnam expect capital inflows, while Indonesia fails to meet the criteria.

Alibaba’s integration of Qwen and Taobao shows why data may become the moat for shopping in the AI era.

The Chinese tech giant is absorbing AI’s cash burn as it prioritizes deployment over monetization.

Investors now have a clearer commercialization story, while Taobao Shangou shifts from subsidies to unit economics.

Even with revenue growth, investors will likely demand proof of scalable deployment and cash generation.

Xiaohongshu is elevating AI across its organization while trying to protect the community that made it valuable.

Asia’s supply chain is gearing up as Google, Nvidia, and space tech startups shoot for the stars.