PinnedBjörn Ognibeni·Mar 8Breaking the Innovation Theater Cycle — What Chinese Competitors Know About AI That We Don’t.Citrini’s AI Doomsday Won’t Happen. What Will Is Worse.
Björn Ognibeni·Aug 25Alipay Is Building What Agentic Commerce Actually NeedsWhile the West debates which assistant wins the checkout button, Alipay is building the merchant, payment and trust layers underneath.A response icon1A response icon1
InDataDrivenInvestorbyBjörn Ognibeni·Aug 11The US-China AI Race May Already Be Over. It Just Wasn’t the One You Were Watching.Zuckerberg’s essay is written almost entirely in the future tense — about a future that may never arrive, because China didn’t wait for it.
Björn Ognibeni·Jun 13Why Anthropic & OpenAI’s Trillion-Dollar IPOs Are Bad News for the Rest of Us.When AI gets too expensive to deploy, the edge goes to whoever keeps it cheap. That’s China’s bet.
Björn Ognibeni·May 19Experience, Community & AI: How China Rebuilds Retail While the West Debates It.EV showrooms are out. Pop Mart, Lululemon, and robot dogs are in. Three ideas from China’s malls — and one strategy that ties them…
Björn Ognibeni·Apr 14Why the Iran War Cements China’s AI Advantage: Scaling Requires Predictability.The US is building AI on speculative capital and a fragile grid. China is building it on cheap power and patience. Guess who’s winning…A response icon1A response icon1
Björn Ognibeni·Jan 25Why “LLM-Pilled” Silicon Valley Is Heading for a Wall — And How Europe Can Get Back into the AI…Meta’s ex-AI Chief: US tech is ‘LLM-pilled’ and hitting limits. Why Europe can compete in AI by building world models, not chasing LLMs…
Björn Ognibeni·Jan 1The Great Digital Reckoning: Three Uncomfortable Predictions for 2026.AI won’t keep getting better. The West is stuck pretending everything is fine. All while Disruptive China is building the future.
Björn Ognibeni·Dec 19, 2025US vs China — AI strategies compared: China Isn’t Racing to AGI. Why Are We?China isn’t chasing God in a box. They’re building an economy. It’s time to stop inflating market caps and start innovating for true…
Björn Ognibeni·Oct 7, 2025Is OpenAI Building the Super App That Mark Zuckerberg Couldn’t?ChatGPT is hiding in plain sight. It’s becoming something much bigger than an AI app. And most people haven’t noticed yet.