Duncan Clark @duncanljclark.bsky.social · 28/04/2026www.cnbc.com/amp/2026/04/...cnbc.com'Draconian development' in Meta-Manus deal draws the line in China's AI race with the U.S.Beijing's decision to block Meta's acquisition of Manus is a warning to other startups thinking of relocating data, talent and intellectual property abroad. 000
Duncan Clark @duncanljclark.bsky.social · 27/04/2026@Meta acquisition of @ManusAI banned - “The Office of the Foreign Investment Security Review Mechanism (NDRC) has made a decision to prohibit foreign investment in Manus … and has required the parties involved to withdraw the acquisition transaction”. How do you undo though? #Metareverse 000
Duncan Clark @duncanljclark.bsky.social · 13/04/2026www.cnbc.com/video/2026/0...cnbc.comChina has a pragmatic approach to AI, but also a 'blind faith' towards technology: BDADuncan Clark, chairman of BDA, says the idea of a sovereign AI which doesn't include the U.S. or China is a myth and that Anthropic's approach to the announcement of its Mythos AI model was "genius ma... 000
Duncan Clark @duncanljclark.bsky.social · 11/04/2026www.ft.com/content/b39d... China’s Alibaba shifts towards revenue over open-source AI Duncan Clark, founder of consultancy BDA, said Alibaba’s pivot amounted to “an attempt to reposition itself as the ‘Google of China’ - use of agentic AI is providing supportive momentum.”ft.com 110
Duncan Clark @duncanljclark.bsky.social · 03/03/2026In this time of conflict, it's good to seek solace in nature. Filmed mid-January this #duncansdispatch from Yucatán Mexico includes highlights from a wonderful 12 day trip with Amy Tan featuring an incredible variety of birds on a trip curated by Keith and Patricia @bird_hansen with @mooyam_photo 000
Duncan Clark @duncanljclark.bsky.social · 23/02/2026More scenes in this #DuncansDispatch from a trip last month to Mexico City, an endlessly fascinating and incredibly welcoming city. A city that has so far has been spared the unrest experienced by other states across the country in the past few days. Hoping that calm returns everywhere soon. 100
Duncan Clark @duncanljclark.bsky.social · 13/02/2026The “quiet geeks”leading China’s AI boom, a useful overview by Bloomberg www.bloomberg.com/features/202...bloomberg.comChina's Rising AI BillionairesChina’s rising AI billionaires are challenging US dominance — and building huge fortunes on the back of the nation’s quest for tech independence 000
Duncan Clark @duncanljclark.bsky.social · 24/12/2025🇮🇳 Reflecting last month on the past at the Asia Society India Centre in Mumbai on this episode of #DuncansDispatch. Thank you @asiasocietyic and @inakshisobti for the invite. Watch the full Year in Review 2025 asiasociety.org/video/year-r... Captured with @raybanmeta 👓 010
Duncan Clark @duncanljclark.bsky.social · 18/12/2025On this week’s #DuncansDispatch, we’re in Mumbai 🇮🇳 Come with me as I wander through the #ArtDeco buildings lining Marine Drive and dodge the cricketers at the #OvalMaidan Stay tuned for next week’s Dispatch, and my talk at the Asia Society India Centre @asiasocietyic. Captured with @raybanmeta 👓 020
Duncan Clark @duncanljclark.bsky.social · 28/11/2025On this week’s #DuncansDispatch from Portorož, Slovenia 🇸🇮, I spoke at @FInance.si’s 27th PKP Conference My talk focused on China’s #OpenSourceAI landscape Captured with @raybanmeta 👓 030
Duncan Clark @duncanljclark.bsky.social · 27/11/2025How India is looking afresh at the U.S., China. A pleasure to join this panel in Mumbai hosted by Asia Society India this past Monday theprint.in/india/at-asi...theprint.inAt Asia Society panel, experts discuss India’s reading of Trump, rise of AI & split-screen economieshe Asia Society India Centre’s panel discussion, 'Year in Review: Tariffs, Turbulence and a Turn in the East' was held on 24 November at Mumbai’s National Centre for Performing Arts. 020
Duncan Clark @duncanljclark.bsky.social · 25/11/2025Great piece by CNBC’s Arjun Kharpal on how Jack Ma came in from the cold (sort of). With some inputs by me recorded in London when I had an actual cold ha. youtu.be/jHL95qTz62o?...youtu.beThe Rise, Fall and Return of Jack MaYouTube video by CNBC International 010
Duncan Clark @duncanljclark.bsky.social · 21/11/2025www.bloomberg.com/news/videos/...bloomberg.comBDA China's Clark on China's Technology LandscapeDuncan Clark, Chairman and Founder of BDA China, says China is a highly dynamic and competitive market for tech companies and that Chinese talent is a global asset. He speaks with David Ingles and Yvo... 010
Duncan Clark @duncanljclark.bsky.social · 20/11/2025Insightful feature on Alibaba from CNBC Senior Tech Reporter Arjun Kharpal. Founded in 1999 Alibaba is just 26 years in to the cheeky 102 year mission Jack Ma gave the company to span the 20th, 21st and 22nd centuries… www.cnbc.com/video/2025/1...cnbc.comThe business behind Alibaba: How China’s tech titan makes billionsFrom a Hangzhou startup to a global tech powerhouse, uncover the strategies that turned Alibaba into a multi-billion-dollar empire. 010
Duncan Clark @duncanljclark.bsky.social · 16/11/2025In this week’s DuncansDispatch we visit Clerkenwell in London to visit locations featured in the hit Apple TV+ series Slow Horses, the British spy drama adapted from Mick Herron’s Slough House novels. Follow in the footsteps of the notoriously unhealthy Jackson Lamb, including breakfast at Beppes 000
Duncan Clark @duncanljclark.bsky.social · 10/11/2025👓 A murder mystery in old Beijing… 🔎 On this episode of #DuncansDispatch, we join Paul French author of #MidnightinPeking for a walking tour of the key locations in the unsolved 1937 murder of Pamela Werner. Thanks @wildchina.bsky.social 011
Duncan Clark @duncanljclark.bsky.social · 27/10/2025When you've got to go, you've got to go… but finding a clean, comfortable restroom in the city can be a real challenge. In this #DuncansDispatch from NYC we are exploring how @yedi.app (a start-up I'm backing launching its consumer app in coming weeks) is redefining the public restroom experience. 110
Duncan Clark @duncanljclark.bsky.social · 05/10/2025🕶️ New episode of #DuncansDispatch - this time from 沖縄 Okinawa 🌺 and Okinawa Institute of Science and Technology (OIST). Shoutout to Koshu Kunii, General Partner at Lifetime Ventures 👓 #StartupEcosystem #Biotech #Climatetech #Innovation #Sustainability #ScienceMeetsNature #JapanTravel #MetaRayBan 020
Duncan Clark @duncanljclark.bsky.social · 04/10/2025Good to join from Beijing another Duncan - Duncan Hewitt - on his podcast 'China in Context' for SOAS University of London to chat China tech, AI and all the rest... podcasts.apple.com/us/podcast/c...podcasts.apple.comInnovation in China — After the 'DeepSeek moment'Podcast Episode · China In Context · 10/03/2025 · 39m 000
Duncan Clark @duncanljclark.bsky.social · 02/10/2025restofworld.org/inside/new-p...restofworld.orgRest of World Welcomes Gordon Saft as Next PublisherIt’s a big day at Rest of World, as we share the news that Gordon Saft will become our next Publisher. Gordon brings a wealth of experience across media, technology and innovation. 000
Duncan Clark @duncanljclark.bsky.social · 16/09/2025www.bloomberg.com/news/feature...bloomberg.comJack Ma Returns With a Vengeance to ‘Make Alibaba Great Again’China’s most recognizable entrepreneur is back, making bold bets and pushing AI. 000
Duncan Clark @duncanljclark.bsky.social · 17/07/2025on.ft.com/4nSibXx What China wants from Europe Great piece by the FT's Simon Kuper quoting a number of our @asiasociety.org France @salzburgglobal.bsky.social China Summer Summit speakers Will be in the magazine section this weekend if you want to get off your (made in China) devices :)on.ft.comWhat China wants from EuropeAs the US abandons the world order it built, China builds its own — how should Europe respond? 043
Duncan Clark @duncanljclark.bsky.social · 22/04/2025Looking forward to co-hosting in Paris the inaugural China Summer Summit on July 9th with new Asia Society France Co-Chair Lionel de Saint-Exupéry and event co-organizers Salzburg Global and ASPI's Center for China Analysis. Great line-up with more to come! Email rnahas@asiasociety.org for info. 000
Duncan Clark @duncanljclark.bsky.social · 28/03/2025"Eddie is winning plaudits internally for having trimmed the old and built the new. Jack [Ma] and Joe [Tsai] ultimately made the decision to bet on him and it's paying off" www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc... 000
Duncan Clark @duncanljclark.bsky.social · 01/03/2025In other news... sharing thoughts this morning on NPR's Weekend Edition on the significance of Jack Ma's return to a greater degree of prominence in China www.npr.org/2025/03/01/n...npr.orgAlibaba founder Jack Ma returns, 5 years after largely disappearing from public viewNPR's Scott Simon talks to writer Duncan Clark about the return of Jack Ma, founder of online Chinese retailer Alibaba. The tech exec had gone quiet after comments critical of China in 2020. 000
Duncan Clark @duncanljclark.bsky.social · 15/01/2025restofworld.org/2025/tiktok-...restofworld.orgU.S. TikTokers flock to Xiaohongshu, baffling and bonding with Chinese usersAmericans are joining the Chinese social media app en masse to protest an imminent TikTok ban. 030
Reposted by Duncan ClarkGideon Rachman @gideonrachman.bsky.social · 03/12/2024A point the great @sabfis3.bsky.social was making to me in Berlin a couple of days ago. See also her forthcoming book - “Chauvinism” 0225
Duncan Clark @duncanljclark.bsky.social · 03/12/2024Excited to join the Board of Rest of World, which with c. 86% of the population outside the West is a big Rest :) restofworld.org/inside/rest-...restofworld.orgRest of World welcomes Duncan Clark to our Board of DirectorsWe are thrilled to announce that Duncan Clark has joined the Rest of World Board of Directors. Duncan is the Chairman of BDA, an investment advisory firm he founded in 1994. After four years at Morgan... 030
Duncan Clark @duncanljclark.bsky.social · 28/11/2024Wonderful 'Laowai Lounge' 老外饭局 2nd edition tonight from @asiasocietyfrance.bsky.social at the amazing Imperial Treasure Paris 041
Duncan Clark @duncanljclark.bsky.social · 20/11/2024After the rain, inspecting the Palais Royal and the Louvre... 020
Duncan Clark @duncanljclark.bsky.social · 19/11/2024Here comes the Son! (Masayoshi that is) - by FT Editor Lionel Barber in his engrossing new book 'Gambling Man' about SoftBank's founder. Hosted by Asia Society France and the Comité d'Échanges Franco-Japonais + Essec. Grab your seat - or your Zoom link - here. asiasociety.org/france/event... 020
Duncan Clark @duncanljclark.bsky.social · 16/11/2024restofworld.org/2024/chinese...restofworld.orgThe U.S. Chinese immigrants running Temu shipping centers from their homesTo speed up delivery and dodge a crackdown on shipments from China, e-commerce companies are turning to so-called “family warehouses.” 100
