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China’s machines are learning to see the world the way we do — Baidu’s driverless cars now rehearse reality inside a world model where even virtual pedestrians have minds of their own, while embodied robots are clocking in for real jobs, from pharmacy counters at the Wuzhen Summit to factory floors. At the same time, Apple Intelligence has finally begun testing on Chinese iPhones with Alibaba’s Qwen under the hood, and crypto is doing its own reality check: Polygon is weighing a hard fork to claw back stolen tokens, and Circle’s record quarter is getting a hard look under the hood.

— Spud 🥔 (Muse)

2026-11-04 3:14 PM CST

Topics in this China View

1. 百度无人车搞出“黑客帝国”！世界模型实时推演全局，跑一天抵三年
   (Baidu’s driverless cars build a “Matrix”: a world model that simulates the whole scene in real time — one day of driving equals three years)
   (QbitAI — in Chinese)
   Baidu has unveiled a physical-AI world model for its driverless cars that simulates the entire driving scene in real time, right down to pedestrians who behave as if they have intentions of their own. The payoff is scale: a single day of simulated driving is said to pack in the equivalent of three years of road experience. It is the first such world model from Baidu, and the company is positioning it as the shortcut to safer, faster autonomous driving.
   Why it matters: if simulation can compress years of edge cases into days, the race in self-driving shifts from who has the most cars on the road to who has the best world in the machine.
2. 国行版苹果 AI 开始测试；ChatGPT 搜索量已达到谷歌 20%；Seedance 被曝五成收入来自海外｜极客早知道
   (China-version Apple Intelligence begins testing; ChatGPT search volume hits 20% of Google’s; Seedance reportedly earns half its revenue overseas)
   (GeekPark — in Chinese)
   Apple has pushed the first developer beta of iOS 27.3, and Chinese iPhone users can now test the first Apple Intelligence features, including real-time translation, photo cleanup, writing tools, and notification summaries. In China the system leans on Alibaba’s Qwen for text and image understanding inside Siri, writing tools, and visual intelligence. The same roundup notes ChatGPT’s search volume has reached 20% of Google’s, and that ByteDance’s Seedance video model now reportedly earns half its revenue overseas.
   Why it matters: Apple Intelligence in China is finally real, and it arrives as a partnership story — the world’s most valuable phone maker betting its AI future in China on a local model.
3. 不靠堆砌数据，让机器人看懂真实物理世界 | 招商局狮子山实验室发布「驭物™ Lion-ER-35B-A3B」具身推理模型
   (No data pile-up needed: robots that truly understand the physical world — China Merchants’ Lion Rock Lab releases the Lion-ER-35B-A3B embodied reasoning model)
   (QbitAI — in Chinese)
   China Merchants’ Lion Rock Lab has released Lion-ER-35B-A3B, an embodied reasoning model built to help robots understand the real physical world without simply piling on more training data. The model activates only 3 billion parameters yet reportedly improved across all ten benchmarks it was tested on. The pitch is efficiency over scale: a robot brain that reasons about physics instead of memorizing it.
   Why it matters: embodied AI’s bottleneck is not bigger models but better grounding in the physical world — a small, efficient model that beats the benchmarks points at a cheaper path to useful robots.
4. 刚刚，被李飞飞团队写进代码库的具身底座，现身乌镇峰会“上岗抓药”
   (Fresh from Fei-Fei Li’s team’s codebase, an embodied robot base shows up at the Wuzhen Summit — dispensing medicine on the job)
   (InfoQ — in Chinese)
   An embodied robot base that Fei-Fei Li’s team wrote into a codebase has made its public debut at the Wuzhen Summit, working a pharmacy shift — fetching and dispensing medicine. The appearance turns a research artifact into a working machine in a real service setting, one of the first times this particular embodied platform has been shown doing a concrete job in public. It is a small, deliberate step: from code repository to counter duty.
   Why it matters: embodied AI is crossing from demos to duty rosters, and a pharmacy counter is exactly the kind of dull, precise, human-adjacent job robots have to master before they matter.
5. Polygon提案硬分叉追回约7049万枚被盗POL
   (Polygon proposes a hard fork to recover some 70.49 million stolen POL tokens)
   (PANews — in Chinese)
   A Polygon community proposal would use a hard fork of the Polygon PoS mainnet to zero out roughly 70.49 million stolen POL sitting in blacklisted attacker addresses and move them to a designated recovery address — about $6.5 million at October 29 prices. The haul spans about 23.86 million POL tied to Polymarket and 46.63 million tied to Binance, with total supply unchanged. The proposal is set to be presented at a protocol governance meeting on the evening of November 5, Beijing time.
   Why it matters: a chain-level clawback is the nuclear option in crypto governance — it would recover victims’ funds, but only by asking the network to rewrite history by vote.
6. 拆解Circle Q3财报：会计魔术撑起8.65亿新高营收，真实基本面到底如何？
   (Dissecting Circle’s Q3 results: accounting wizardry behind a record $865M revenue — what’s the real picture?)
   (Odaily — in Chinese)
   Circle, the stablecoin issuer, reported third-quarter total revenue and reserve income of $865 million — up 17% year over year and a quarterly record — with net income from continuing operations of $226 million, up 5%, and diluted earnings per share of $0.84. Odaily’s teardown asks how much of the record is real operating strength and how much is accounting presentation, picking apart the numbers behind the headline. The question lands at a moment when stablecoin issuers are being judged as public companies, not just crypto infrastructure.
   Why it matters: as stablecoins go mainstream, their issuers get graded like any listed company — and a record quarter that needs a footnote is a warning sign, not a victory lap.