Frog in the Well

The Frog in the Well, With Global Data

A narrow view on the US-China tech war and Vietnam's 'craftsman' opportunity. Real numbers, less hype.

$1.8T

Revenue Observed

15

Companies Tracked

3

Markets Watched

Latest Articles

Interactive

Global Tech Revenue Analysis 2025: US, China & Vietnam

Interactive dashboard comparing 15 tech giants across three markets. Revenue forecasts, growth rates, and strategic analysis based on IR reports and analyst estimates.

#Data#US#China#Vietnam
Draft

AI Across 3 Markets: 2025 → What Explodes in 2026?

Deep dive into AI Infra vs AI Agents. Which use-cases are generating real revenue? Who's turning AI into profit, and who's still burning cash?

#AI#Agents#Infra#Profit
Draft

Who in Vietnam Dares to Play AI for Real — and Create Real Value?

Analysis of Vietnamese enterprises deploying AI into core business. Value measured by: revenue, cost saving, productivity. Who's just doing demos vs. real implementation?

#Vietnam#AI#Enterprise#ROI