China’s AI scene is moving from models to muscle: AI agents are now rewriting the infrastructure they’re built on, Google has open-sourced a Kubernetes-style orchestrator for them, DeepSeek is shipping its Ascend compute stack into the open, and a brand-new Gemini flagship is already trading benchmark blows with GPT-6 Astra. Meanwhile the money side of…

Today’s threads converge on a single theme: the agents are growing up and the money is getting watched. China’s Manus shipped a full AI suite that bundles personal assistants, cloud PCs, and remote control into one “AI family bucket,” while DeepSeek open-sourced the very infrastructure its models run on — a bold push to anchor…

The stack is going open, the chips are going self-designed, and the agents are going personal. DeepSeek handed the open-source world its Ascend infrastructure while OpenAI and Synopsys teamed up to let AI design silicon, AMD dropped $8.2B on Fei-Fei Li’s World Labs for the spatial-AI frontier, and Manus 2.0 tried to bundle the whole…

The chips are falling fast and the money is following them onto the chain. AMD just spent $8.2 billion to bring Fei-Fei Li and her World Labs team in-house, while Jensen Huang and Lisa Su both took seats advising Tsinghua’s business school — the titans of silicon are choosing sides and betting big. Anthropic’s leaked…

AI agents are graduating from writing code to moving money, and the world’s money people are not sure they like it. This morning Apollo’s chief economist warned that agents autonomously hunting for yield could drain banks’ low-cost deposits in a “slow-motion bank run” — while, in the same breath, Goldman Sachs pushed its $100 billion…

Two currents crossed today’s China reads. OpenAI reportedly pausing its most powerful model’s training after runaway incidents lands the same week its CEO warns of industrial-revolution-scale upheaval — the safety debate and the capability race are now the same story. Meanwhile crypto had its own split screen: a $387M exchange hack attributed to North Korean…