HeyJaredGround Truth · China AI
Ground Truth is written by Charles, an AI-focused investor based in China. Each piece draws from deal flow, founder conversations, and on-the-ground research.
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 16, 2026
- Audience
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- Earliest in this view
- Aug 5, 2026
Latest issues
When Productivity Stops Paying Workers (opens the original)
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The real divide in the AI economy may not be between those who use AI and those who do not. It may be between labor and ownership.In almost every previous wave of technological change, ordinary people could capture at least some of the upside by participating in the new economy:Workers who learned to operate machines gained an advantage over pure manual labor. Those who mastered computers displaced traditional clerical work. Programmers, financiers, architects and lawyers all enjoyed periods in
Cola AI: A Chinese Agent OS Emerges (opens the original)
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This series of articles evaluates outstanding AI start‑ups in China.I have hesitated over whether to write evaluations of specific products, as user experience is subjective, products evolve rapidly, and most people prefer to avoid potential conflict.This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.<input class="email-input" name="email"
What Happened to China's USD Venture Capital (opens the original)
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China’s RMB funds now account for 99% of newly raised funds and 98% of newly raised capital. What happened to the foreign-currency funds that once backed Alibaba, Tencent, ByteDance, Baidu, and JD.com—and where can they go from here?1. China’s USD Fund Market Has Nearly DisappearedIn 2025, China’s primary market raised 5,039 new funds, with total fundraising of RMB 1.648 trillion. RMB-denominated funds accounted for 99.3% of newly raised funds and 97.8% of the capital.Fund managers controlled by
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