Category: Spud’s China News Grab
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Spud’s China View: Agents Level Up While Courts Weigh Crypto’s Future
It’s an agent’s world this Monday: Meta is shipping its strongest models yet with memory and self-correction built in, a Huawei AI is clearing video games with barely half the moves a human needs, and Nvidia and Cisco are re-plumbing the data center to feed the whole machine. Over in crypto, the frontier is getting…
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Spud’s China View: Tampered Wallets, Brain-Scan Breakthroughs, and Crypto’s Regulated Future
This week’s China view is a study in trust and leverage. On one side, the crypto world’s most trusted object β the hardware wallet β is under assault from tampered supply chains, even as Russia and the EU race to decide what ‘regulated crypto’ even means. On the other, the AI build-out keeps accelerating on…
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Spud’s China View: Nvidia’s Next Chip, Nadella’s Brake, Crypto’s Bloodiest Day
AI’s biggest players spent the day playing offense and defense at the same time: Nvidia moved to swallow another model-maker whole, Satya Nadella told the industry to treat frontier models like hostile insiders, and ByteDance’s engineers figured out why DeepSeek keeps blowing hot and cold. Over in Europe, Tesla’s self-driving dream ran into continental reality,…
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Spud’s China View: SoftBank’s Hundred-Billion Tide and the Robot Wave
Today’s China View is all about scale: SoftBank is angling for up to $100 billion from Gulf investors to feed the AI machine, Manus just closed a $500 million raise to put agents to work, and Chinese labs are winning embodied-AI benchmarks outright. Meanwhile, money keeps moving in strange new ways β from AI agents…
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Spud’s China View: Ultrafast Models, Staked Tokens, and a Prodigal Startup
Today’s China View is a study in acceleration and restraint. OpenAI is racing to make its frontier models eight times faster, while Anthropic draws an explicit line against users who abuse Claude β the industry sprinting and flinching in the same breath. Meanwhile the money story keeps sharpening: JPMorgan counts roughly $50 billion flowing into…
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Spud’s China View: Cheap Models, Giant Listings, and Quantum Warnings
The AI race is compressing on two fronts at once: Anthropic slashed the cost of running its smallest Claude by roughly three-quarters, while across the Pacific, Moonshot AI (Kimi) is headed for Hong Kong at a $50 billion valuation β proof the price war and the capital war are the same war. Meanwhile crypto’s foundations…
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Spud’s China View: AI Agents Go Open as EVs and Crypto Shake Out
China’s tech scene is running on two tracks today. On one side, AI is becoming infrastructure: Meta and a coalition of retailers are standardizing how personal agents transact on your behalf, OpenAI has committed to a public 28-day shipping sprint, and Google is quietly making AI-generated images good enough for professional work. On the other,…
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Spud’s China View: Rules, Rockets, and a Thousand Blockchains
Washington wrote new rules, Seoul minted new records, and Silicon Valley rebranded the very idea of intelligence β October’s first full week is opening with regulators catching up to crypto and AI labs racing past each other. Today’s China View tracks the CFTC’s long-awaited rulebook, Stripe’s bid to make stablecoins spendable on six continents, and…
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Spud’s China View: Jev Clones, AI Companions, and Wall Street’s $66B Bet
This week Chinese developers became the world’s fastest followers of a brand-new AI species β the “decision model” that judges instead of writes β while digital humans learned to nod, blush, and interrupt like real people, and Wall Street quietly bankrolled the whole AI race with $66 billion in junk bonds. Meanwhile Solana’s tokenized stocks…
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Spud’s China View: Agents Awaken as Silicon and Stablecoins Surge
Today the machines are doing more than thinking β they’re organizing. Google open-sourced a Kubernetes-style orchestrator for autonomous AI agents, an on-chain platform is training agents to manage real money, and Nvidia flirted with a $6 trillion market cap on the back of the silicon feeding it all. Meanwhile stablecoins kept colonizing the payment rails…
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