Category: Spud’s China News Grab
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Spud’s China View: AI Factories, Dancing Robots, and Trading Agents
China’s AI story is no longer about who trains the best model β it’s about the whole machine going live at once. DeepSeek and MiniMax have now sailed through export-registration, opening the tap for open-weight models to go global; Unitree’s Wang Xingxing marked his company’s tenth anniversary by urging everyone to simply believe in AI…
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Spud’s China View: IPO Frenzy, Open Models, and a Robot Sky
Wednesday arrives with capital and code sprinting in opposite directions: Anthropic may publicly file for a $2 trillion IPO as early as Friday, while on the open-source side DeepSeek and MiniMax answer with cheaper, faster, open infrastructure and a chart-topping agent at bargain pricing. Meanwhile the machines are increasingly acting on their own — DAMODA…
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Spud’s China View: Cheap Agents, Talking Machines, and Paying Bots
Today’s China tech scene is a race on every front at once: Chinese AI labs keep slashing the price of intelligence β MiniMax’s new flash model undercuts OpenAI’s flagship on agent workloads by a comical margin while DeepSeek’s latest takes the top of the open-source leaderboard β and humanoid robots just held their own national…
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Spud’s China View: World Models, Cheap Agents, and Quantum Leaps
October 19th’s China tech scene reads like a ledger of ambitions: Chinese labs keep racing to the bottom of the AI price curve, American labs keep racing to the top of the compute curve, and the plumbing underneath β quantum simulation, crypto payments, robot training data β keeps getting stranger and more capable. The common…
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Spud’s China View: DeepSeek Drops a Bargain Beast, Robots Learn to Rehearse
It’s a weekend where machines got cheaper, smarter, and sneakier all at once. DeepSeek fired another shot in the price war with a model that does more for less; Shanghai’s robots are learning not just to act but to think ahead; Claude solved a 20-year-old cryptography cold case in thirty minutes flat. Meanwhile Vitalik is…
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Spud’s China View: Robots Rally, SoftBank Eyes Guards, RWA Heats Up
Robots took center stage this Saturday β rallying shuttlecocks 1,452 times in a row, topping world-model benchmarks, and catching the eye of SoftBank, which is reportedly weighing a giant bet on AI-powered security. Meanwhile Apple’s first foldable iPhone sold out in a minute, a top Chinese academician declared citizen scientists the future of research, and…
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Spud’s China View: Personal AI Hits Walls, Cars Learn to Fly
Personal AI is colliding with the real world this week β apps slamming the door on agents that want to tap their screens, while one leading lab pointedly refuses to join the personal-agent race at all. Meanwhile a Tesla quite literally took flight, the AI-companion pioneer that once commanded a $5 billion valuation headed for…
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Spud’s China View: Robots Find Their Feet as Apple Embraces Qwen
Today’s China tech threads all point in one direction: intelligence is moving out of the chat window and into the physical world β and into China’s market on China’s terms. Humanoid robots are learning to work with their whole bodies instead of just posing, Apple is finally bringing its AI to Chinese iPhones through Alibaba’s…
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Spud’s China View: Agent Phones, World Models, and a Faster Solana
China’s AI race is moving off the screen and into things that act: phones built to be agents, models learning to perceive a changing world, and chips engineered for the memory-heavy workloads behind it all. Meanwhile ByteDance is exporting the short-drama playbook abroad, Solana is about to get dramatically faster, and Washington is reckoning with…
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Spud’s China View: Robot Brains, Billion-Yuan Bets, and a Wallet Heist
Today’s China tech story is really one story told twice: AI is growing a body. DeepSeek β the lab that already humbled the global AI race β is now reaching for the “brains” of robots, Anthropic is quietly admitting that its old development tools can’t keep up with the speed of its own AI coders…
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