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Ethan Choi
Venture investor and commentator on the U.S.–China AI race, with expertise on super apps, distribution strategies, and model ecosystem differences between regions.
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Mar 16, 2026
• 40min
Nvidia GTC Preview, China’s SuperApp AI Advantage, SaaS’ AI Contradictions, Data Center Hacks
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Wayne Ma, NVIDIA reporter covering GTC and chip roadmaps. Ethan Choi, investor on the U.S.-China AI race and superapp strategies. Laura Bratton, AI reporter tracking SaaS regulatory risk disclosures. Ann Davis-Vaughn, AI infrastructure columnist on data center scaling tricks. They discuss Nvidia’s GTC previews and inference chips. They explore China’s superapp AI edge. They flag SaaS’ AI risk signals. They reveal industrial data center hacks.
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