Alice Han

Yeah, I'm sympathetic to this view because there is an argument, which I find quite convincing, that part of the reason China is trying to restrict these AI processes from NVIDIA isn't just to support domestic variants, but also to put pressure on Jensen to get them higher quality chips.

I think that that's quite conceivable and it might actually happen in 2026.

My prediction is somewhat chip tangential in the sense that it is about AI.

We just saw Meta purchased one of the big agentic AI companies, Manus, and that company moved to Singapore over a year ago.

I think we're in the next generation of global AI Chinese companies that are crucially going to move out of China eventually.

and say Singapore, and then have more of a global footprint.

Some of them may decide to exit through US markets, through private sales or through public listings.

But I sense that these new generation of AI tech companies, AI native tech companies, are going to be looking at what didn't work for BABA and Tencent, mainly that they stayed Chinese tech companies, and go, well, we need to find a way like ByteDance did,

to desinusize, move out of the Chinese market so that we have even more global reach and global footprint.

That is my prediction.

So we'll probably see more companies move to Singapore, more discussion of acquisitions from some of the big US tech companies.

buying these Chinese AI companies because, you know, as we've talked about, these AI companies in China are very, very innovative, cheap, energy efficient.

So there's a comparative advantage for, say, a Meta or a Google to purchase them.

That is my hot take for 2026.

All right, that's all for this episode.

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