Category: Spud’s China News Grab
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Spud’s China View: Attribution, Algebra, and Robots That Feel
Attribution landed, algebra took the stage, and robots grew a sense of touch. The FBI formally pinned the $6 billion-plus Binance heist on North Korea’s TraderTraitor crew, while in Beijing, Tsinghua researchers taught AI to reason from first principles the way Newton once did. Claude dropped its five-hour leash for power users, a whisper of…
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Spud’s China View: Super-Agents, Apple Intelligence, and a Market Reckoning
Todayβs China view is about agents taking the wheel. DeepSeek open-sourced a super-agent architecture built to work around the clock, Apple Intelligence finally has a date β and a Chinese brain β for its China launch, and Meta quietly built a humanoid body for its own agent with a Chinese robotics partner. Meanwhile a world…
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Spud’s China View: A $6.3 Billion Heist, a $500 Billion Selloff
The biggest crypto theft in history is being unwound in real time, with Binance saying it has already plugged most of the $6.3 billion hole β while across the Pacific, Google just suffered the largest single-day market wipeout in its history as investors started asking what all that AI spending is actually buying. Between the…
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Spud’s China View: Stars, Robots, and a Market Under Strain
A star, a robot, a car, and a rocket β and, underneath them, a market arguing over who gets to move the pieces. Volkswagen packed three years of China-built technology into a single “VEGA” system, Qiyuan’s robots stepped out of the demo and into Tencent’s software world, and Li Auto rebuilt its best-selling electric SUV…
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Spud’s China View: Agents at Work, Robots Learning, Regulators Asking Who’s in Charge
The agent is now doing real work, the robot is now learning on the job, and the regulator is asking who, exactly, is responsible when the agent trades. Ant open-sourced a model built to carry a task to completion rather than just answer a question; one humanoid maker threw open its joints and motion code…
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Spud’s China View: Agents, Robots, and Courts Over Prediction Markets
The agent is now building the agent, the robot is now rolling off the line, and the car is being drafted as physical AI’s biggest stage β while in the courts and the markets, the rules for prediction markets and stablecoins are being fought over and switched on. Manus turned its own agents on its…
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Spud’s China View: Price Wars, Robot Bodies, and an IPO That Raises Nothing
The price war is now the whole story. OpenAI slashed its agent-model prices in half while Kimi answered with more for less; Anthropic filed to go public without raising a cent for itself; China’s robots grew whole bodies and factory order books; and Chainlink let custodied billions touch DeFi without leaving custody. Cheap models, embodied…
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Spud’s China View: GPU Billions, Robot Bodies, and Agents That Pay
Today’s China View runs on a single tension: AI is getting faster, bigger, and more autonomous β and the bill, in money, data, and human patience, is coming due. SpaceX is borrowing $40 billion to buy GPUs while Musk predicts a neocloud shakeout, AI agents are now paying each other on Bitcoin’s mainnet, and Chinese…
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Spud’s China View: Sanctions Pushback, Spy Charges, and Robots at Play
From a central bank telling its own prime minister that crypto will not dodge sanctions, to tennis robots cashing in on Olympic gold, today’s China tech story is about the gap between a bold idea and what actually works. Prediction markets are setting records, a former OpenAI engineer faces possible espionage charges, and the robots…
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Spud’s China View: Open Weights, Mega Rounds, and Robot Parks
Open weights, open wallets, and robots on parade: Moonshot AI’s Kimi K3.1 Pro heads for a public release of its model weights, DeepSeek is reportedly close to a staggering 100-billion-yuan funding round, and Zhiyuan just delivered its 20,000th embodied robot β 300-plus of them now entertaining guests at a Chimelong theme park. Meanwhile crypto cut…
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