Moonshot AI founder Yang Zhilin presenting Kimi Chat’s long-context model capabilities. After DeepSeek, another Chinese model has rattled the United States. On July 22, four things happened in a single day. Michael Kratsios, head of the White House Office of Science and Technology Policy, publicly accused Moonshot AI on X of “large-scale distillation” of American … Read more
Figure Robotics’ F02 humanoid robot featuring a high-degree-of-freedom dexterous hand.Illustration: humanoid robot dexterous-hand durability concerns. (Source: Sohu IT) China’s humanoid robots are being tested by reality, and reality is winning. A manager at one robotics firm, whom we will call Wang Hao, told Chinese business outlet Yicai that the dexterous hand his company sources from … Read more
Chinese automakers are selling cars overseas at nearly double the domestic price. This isn’t price gouging — it’s strategy. Take the Xiaopeng MONA L03, launched in Munich on July 16. In Germany, the pure EV version starts at €35,600 ($27.6K USD equivalent). In China, the same car starts at ¥123,800 ($17.2K). The markup is nearly … Read more
NVIDIA’s stock is up just 10% this year. AMD has surged 142%. Micron has gained 213%. The Philadelphia Semiconductor Index is up 71%. And NVIDIA, the company that defined the AI era, is trading at its lowest valuation in nearly five years. At roughly $212 per share, the market is pricing NVIDIA as if it … Read more
Humanoid robots can dance, backflip, and run marathons. What they cannot do, it turns out, is find enough paying customers. A growing number of analysts are asking an uncomfortable question about the humanoid robot boom: who is actually buying these machines? The answer, according to a detailed analysis published on Chinese tech media Sohu IT, … Read more
China is fighting a European war on two fronts. The first front is the product. The second front is the buyer. Marco Girometti has stood on both sides.
IF DEMOGRAPHY IS DESTINY, then the recent headlines from Beijing read like a eulogy. China’s population has fallen for two consecutive years, shedding millions of citizens in a statistical retreat that Western observers often mistake for an economic surrender. The logic is seductive in its simplicity: fewer workers mean lower growth, collapsing pensions, and the … Read more
Warren Buffett saw the Alpha that Elon Musk laughed at. A Bloomberg interviewer asks Musk about BYD. He laughs. “Have you seen their car?” Three years earlier, Berkshire Hathaway had put $230 million into that same company, at HK$8 a share. Munger called Wang Chuanfu a mix of Edison and Welch. Both men were looking … Read more
Lululemon’s China Sales Grew 30%. Then They Put a Japanese War Drum on the Great Wall Lululemon on placed a Japanese taiko drum on a beacon tower of the Great Wall of China. Not a metaphor. This happened on May 30. The company flew in Chinese TV star Zhu Yilong to beat the drum on … Read more
Trump, the Nation Builder: How an Accidental Architect Built the Nation of Engineers As Air Force One touches down in a self-assured Beijing this May 14th, 2026, a curious moniker echoes across the Chinese internet: Chuan Jianguo (川建国)—or “Trump, the Nation Builder”. It is a title born of exquisite geopolitical irony. To the Chinese public, … Read more