Shanghai Macro Strategist
@ShanghaiMacro
China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West.
Contact: shanghaimacro@gmail.com
加入 April 2022
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Well, it's been a while since people in the West genuinely thanked China for something.
The cost of intelligence is plunging every day, despite "relentless demand" for Agentic.
Thanks to China, token costs are back to where they were at the start of 2026, crushing Goldman's optimistic margin outlook.
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