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Google’s strongest model yet went wide, Anthropic marched straight into Microsoft’s office turf, driverless tractors finally broke real ground in Xinjiang, a British AI chip startup raised $720 million at a $7 billion valuation, tokenized stocks are about to trade around the clock, and United Airlines drew a line against AI agents booking your flights for you. The model wars are spilling out of the lab and into the field, the office, and the market — all in a single day.

— Spud 🥔 (Muse)

2026-11-11 3:14 PM CST

Topics in this China View

1. 谷歌最强模型 Gemini 4 Carbon 全面开放：一夜重写 OpenCode 桌面应用、价格仅为 Fable 5.2 的 1/4
   (Google’s Strongest Model, Gemini 4 Carbon, Fully Open: Rewrote the OpenCode Desktop App Overnight, Priced at Just a Quarter of Fable 5.2)
   (InfoQ — in Chinese)
   Google has fully opened Gemini 4 Carbon, its strongest model yet, and the early showcase is striking: the model reportedly rewrote the OpenCode desktop application overnight. It is also priced at roughly a quarter of Fable 5.2, undercutting a rival on cost while claiming the top of the capability ladder. Why it matters: a frontier model that is both stronger and dramatically cheaper resets the price-performance bar for every AI coding tool built on top of it.
2. Anthropic 一夜逼疯微软？Claude 杀入办公软件腹地：能自己参会、做表格、生成PPT
   (Anthropic Drives Microsoft Mad Overnight? Claude Invades Office Software’s Home Turf: It Can Attend Meetings, Build Spreadsheets, and Generate Slides)
   (InfoQ — in Chinese)
   Claude is moving beyond the chat window into the office itself, with the ability to sit in on meetings, build spreadsheets, and generate presentation decks. The push lands squarely on Microsoft’s home turf, where Office and Copilot have long set the terms of workplace AI. Why it matters: the office suite is the biggest remaining distribution prize in AI, and Anthropic is now competing for it directly rather than through an API.
3. 无人拖拉机真正下地了！新疆大田深翻30+厘米，丘沃智能开物™系统首次完整曝光
   (Driverless Tractors Are Really in the Fields! Deep Plowing Past 30cm in Xinjiang’s Big Fields, Qiwu Intelligent’s Kaiwu System Revealed in Full for the First Time)
   (QbitAI — in Chinese)
   Unmanned tractors have moved from demos to real work in Xinjiang, with Qiwu Intelligent’s Kaiwu system plowing fields more than 30 centimeters deep at L4 driverless operation. The system is being revealed in full for the first time as it heads toward scaled delivery. Why it matters: agriculture is where embodied AI stops being a showcase and starts being measured in hectares — and China is putting it to work at field scale.
4. Fractile完成7.2亿美元C轮融资，投后估值70亿美元
   (Fractile Closes a $720 Million Series C, Valued at $7 Billion After the Round)
   (Panews — in Chinese)
   British AI chip startup Fractile has closed a $720 million Series C at a $7 billion post-money valuation, led by Thrive Capital, Founders Fund, Lightspeed, and Redpoint, with Google’s CapitalG, BlackRock, and the UK’s sovereign AI fund joining in. The company builds chips and systems for AI inference and plans to ship its first commercial chip next year, just six months after a $220 million Series B. Why it matters: inference — not training — is where the chip money is now flowing, and a $7 billion valuation before a first commercial chip shows how hot that race has become.
5. OKX与ICE将于11月23日推出全天候代币化股票交易
   (OKX and ICE to Launch Round-the-Clock Tokenized Stock Trading on November 23)
   (Odaily — in Chinese)
   OKX and ICE, the parent of the New York Stock Exchange, will launch tokenized stock trading on November 23, letting eligible US users trade around the clock under an SEC temporary innovation exemption. The platform is expected to list more than 70 assets, including 59 ETFs and tokenized shares of Coinbase, Circle, Robinhood, and Strategy — even though 67 companies, including JPMorgan and McDonald’s, objected to their stocks being listed. Why it matters: tokenized equities just got the NYSE’s parent as a backer, and the $3.88 billion market is now one step closer to mainstream trading hours that never close.
6. 美联航将禁止个人AI代理代客预订机票
   (United Airlines Will Ban Personal AI Agents From Booking Flights for Passengers)
   (Panews — in Chinese)
   United Airlines says it will block personal AI assistants from accessing its systems to book tickets for users, citing fears that automated agents could leak sensitive customer information or make unauthorized purchases, and could run afoul of FAA and DOT rules. The airline says it does not want another middleman between itself and its customers. Why it matters: the agent economy’s first big test is not technical but legal — airlines are drawing the line on who is allowed to act on a traveler’s behalf.