Asia Tech Lens | Substack

What Tencent’s ‘Yuanbao PAI’ Reveals About Its AI Strategy

This Spring Festival, Tencent is betting the next step in consumer AI is social, testing whether people use AI more when it sits inside group spaces and…

22 hrs ago • Asia Tech Lens

The Wrap | 24 – 30 Jan 2026

Asia Tech Lens’ weekly digest of the signals, shifts, and stories shaping Asia’s tech future

Jan 30 • Asia Tech Lens

The Prediction Market Boom Is Real. In Asia, So Is the Ban Hammer

As prediction market platforms emerge in Asia, governments across the region are ruling them out as illegal, raising questions on the distinction…

Jan 29 • Asia Tech Lens

What Does AI Really Do to Cash Flows? An Operator’s Guide for Private Equity

Field notes from an AI practitioner on turning AI ambition into measurable EBITDA and growth for investors.

Jan 28 • Asia Tech Lens

Why Chip Manufacturing Is So Capital-Intensive (And Getting Worse)

In Plain English

Jan 27 • Asia Tech Lens

Asia Tech Lens

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