Interesting post. Just had a conversation with a vc who focuses on saas who said they are now seeing lots of demand from PRC businesses because of ai, so things may be changing, and quickly. The spend will be lower per seat/company
Also seeing how using AI is now embedded in basically all policy directives and I think the risks are higher in underestimating diffusion than overestimating it. And if we start seeing companies get real efficiency/costs gains then expect it to accelerate even more
Great article! And fysa, chapter 7 of Ding's "Technology and the Rise of Great Powers" does point out that cloud compute adoption and IT spending lags for Chinese firms, relative to US firms (p192-193).
Interesting post. Just had a conversation with a vc who focuses on saas who said they are now seeing lots of demand from PRC businesses because of ai, so things may be changing, and quickly. The spend will be lower per seat/company
interesting, and yes, I think its exactly the right strategy for making sure SMEs can adopt AI going forward...
Also seeing how using AI is now embedded in basically all policy directives and I think the risks are higher in underestimating diffusion than overestimating it. And if we start seeing companies get real efficiency/costs gains then expect it to accelerate even more
Great article! And fysa, chapter 7 of Ding's "Technology and the Rise of Great Powers" does point out that cloud compute adoption and IT spending lags for Chinese firms, relative to US firms (p192-193).
thanks for pointing this out this mistake! I've added a note in text, highlighting that Ding does in fact cover this.