Archive - Axel's Substack

From Sputnik to Supply Chains: China's AI Vision

Beyond the arms race: China’s blueprint for embedding, not just surpassing

Jun 30 •

Axel Badalian

8

1

May 2025

Cap ou pas Cap? Capitalizing R&D as an AI Startup

Making sense of R&D capitalization in AI startups where research and development never fully separate.

May 13 •

Axel Badalian

4

1

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