For boards, sovereign wealth funds, government-affairs teams, and any organization with foreign-jurisdiction exposure. The talk explains how Chinese MOFCOM investment guides, US Department of Commerce filings, and other government documents reveal what other countries are thinking about a country, a company, or a sector — and why nobody is reading them.
For CEOs and corporate strategy teams navigating the US-China technology split. The talk maps the bifurcating AI stack — model, chip, cloud, application — using primary-source evidence from the 15th Five-Year Plan, MIIT filings, and the 模芯云用 framework, and translates it into operating decisions for organizations whose strategy depends on what China does next.
For policy, defense, and intelligence audiences. The talk demonstrates the primary-source method that produced findings in The Diplomat before official translation existed and traced a $5.2B chip packaging strategy to a permanent IP license buried in a Chinese securities filing for nine years. Method and case studies, side by side.
Forbes Business Council. Pentagon panels. House of Commons. TEDx Boston. I work in Mandarin primary sources, so the talk has material the room hasn't heard. Custom topics on request.
For leadership teams that need to get up the curve on China and AI in a single working day, not a six-month consulting engagement. I run hands-on sessions on a single specialist topic. Up to 30 participants. I send a pre-read brief one week ahead and a post-session memo within 72 hours.
Conference, board offsite, executive team, or working session — send the date, the audience, and the topic you have in mind. I read every inquiry personally and reply within 48 hours.
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