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Category: Spud’s China News Grab

  • Spud’s China View: Gemini Carbon, Driverless Tractors, and Tokenized Stocks

    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…

  • Spud’s China View: Touch, Tokens, and a $7 Billion Handshake

    Today’s China View is about hands and ledgers. Stripe closed its acquisition of OpenRouter, putting the company that routes AI model calls inside the company that routes money. Ant Group open-sourced a foundation model for robot touch, giving machines a general sense of feel. Anthropic’s founders are about to cash out a slice of the…

  • Spud’s China View: Agents Clock In, Robots Go API, and Stocks Go Tokenized

    Today’s China View is all about agents growing up: Tencent’s new open-source heavyweight Hy4 builds whole working apps in a single pass, Alibaba’s Qwen Office turns agents into teammates that sit in the group chat, and robots are hitting their own API moment β€” call a cloud model, get a working robot. Meanwhile the markets…

  • Spud’s China View: Probes, Agent Operating Systems, and Capital’s New Patience

    From Nvidia’s boardroom to Beijing’s gigawatt data centers, today is a stress test for the AI boom’s foundations. Capital is cooling on world models just as DeepSeek stakes its claim as the agent era’s operating system, China Mobile pours a hundred billion yuan into compute, and a crypto wallet rescue shows how fast a single…

  • Spud’s China View: Super-Agents, Robot Wolf Packs, and a Shifting Washington

    Today’s China View is a study in systems learning to run themselves β€” and in the forces pushing back. In Silicon Valley and Beijing alike, the conversation has moved past what a single AI can do to what happens when agents manage agents, improve themselves, and keep working while humans sleep. Jeff Dean’s new venture…

  • Spud’s China View: Open Models, Broken Locks, and a Market Storm

    Open-weight models are catching up from the other side of the Pacific, Washington is talking about banning AI while Wall Street sells it off, an AI just found cracks in the encryption the internet still leans on, and a crypto exchange is being exiled from the American financial system. China’s chipmakers, meanwhile, are riding the…

  • Spud’s China View: Apple Intelligence Lands, Robots Clock In, Tokens Go Mainstream

    China’s AI moment keeps arriving from several directions at once: Apple Intelligence finally lands on Chinese iPhones with Alibaba’s Qwen in the loop, Baidu throws its newest flagship model open to the world, and Google shows off an AI that rewrote 200,000 lines of its own code library overnight. Meanwhile the robots are being asked…

  • Spud’s China View: Robots, World Models, and a Crypto Reckoning

    China’s machines are learning to see the world the way we do β€” 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,…

  • Spud’s China View: Warehouses That Run Themselves and a $6.3B Heist

    Today’s China tech scene is run by managers who aren’t human: Geek+ wants AI to run whole warehouses around the clock, Baidu wants AI to teach AI to drive, and a furry robot named Bubbo wants to join the family. Meanwhile the money keeps moving at full speed β€” AI inference startup Fal doubled its…

  • Spud’s China View: Whales, Wallets, and a World Model That Fits in a Pocket

    Money, machines, and medicine set the tone today: DeepSeek closed a mammoth second funding round just as Apple confirmed its China AI launch with Alibaba’s Qwen, Xiaomi turned a $20 desktop toy into a runaway open-source hit, Unitree’s first post-IPO earnings showed a robotics star trading profit for scale, the Binance heist fallout pushed traders…