In the AI Era, Who Tells the Better Story?
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Why can SpaceX tell a $1.7 trillion story, while Chinese AI companies focus on subsidies, scale, and mass adoption?In this episode, we unpack SpaceX’s valuation narrative, China’s AI subsidy playbook, WeChat Pay’s red-envelope attack on Alipay, the US-China divide in AI regulation, and why GEO may become the next major budget shift after SEO.This is a deeper look at how capital, policy, culture, and growth strategies differ between the US and China.
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