Speaking
Nigeria House · Davos 2026 · 1:40
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. Delivered at Davos 2026. The talk makes the case that America is fighting the wrong chip war: Beijing conceded the fabrication race, secured the layer below the chip permanently a decade ago, and moved the contest to data and compute infrastructure while Washington sanctioned sand. The room leaves knowing where the real board is.
Forbes Business Council. Pentagon panels. House of Commons. TEDx Boston. The material comes out of Mandarin primary sources, so the room hears what it cannot hear anywhere else. Custom topics on request.
For leadership teams that need to get up the curve on China and AI in a single working day rather than 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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