Asia Technology
Asia Leaders
Alexandr Wang Delivered Meta's First Superintelligence Model. A $145 Billion Build-Out Demands Returns
Alexandr Wang's first model at Meta is already spreading across its apps and glasses. Its commercial value must now catch up with a vast infrastructure budget and a high-priced talent reset.
Asia Leaders
Andrew Ng Is Building AI Companies Faster Than Frontier Models. The Returns Must Catch Up
Andrew Ng has assembled an ecosystem that teaches AI, tests applications and co-founds companies in months. Its advantage is speed and distribution; its next test is producing businesses with defensible margins after models become cheaper and easier to use.
Asia Leaders
Arvind Krishna Is Turning Open-Source Patching Into a Subscription. A $5 Billion Bet Must Earn Trust
Arvind Krishna is extending Red Hat's commercial open-source model beyond IBM's own products. Lightwell sells validated fixes for the software versions companies already run, creating a potentially large security business and a difficult test of neutrality, liability and subscription economics.