0
Deep & Emerging Tech·October 26, 2026·1 min read

KongshanCi Co-Founder on China's Brain Tech Development

Share

China’s push on brain-tech wearables for mental health, memory, and emotion—built with hospitals in the loop—blurs the line between consumer wellness and regulated medical devices. If you’re in digital health or neuro-adjacent AI, assume faster clinical integration in China than in Western markets and plan your data, IP, and go-to-market strategy accordingly.

Deep & Emerging Tech

India's chip design startups near production with government support, but low volumes, high fab costs, and supply chain bottlenecks hinder commercialization

India’s chip design ecosystem is maturing on paper, but low volumes, high fab costs, and supply chain friction mean most startups still face a brutal path from tape-out to revenue. If you’re betting on Indian silicon for AI or edge deployments, treat it as a medium-term option and secure alternate supply from established fabs for the next 2–4 years.

Deep & Emerging Tech

High-frequency trading firms such as Jane Street are investing in AI and chip startups and neoclouds, and building data centers to gain an edge in the AI era

When HFT shops start building their own AI data centers and backing chip and neocloud vendors, they're treating compute and latency as proprietary alpha, not a utility. If you're a large buyer of AI infra, expect more competition for power, land, and specialized silicon—and start mapping where you need dedicated capacity versus commodity cloud.