On July 24, Jensen Huang posted his first-ever tweet. It wasn’t about NVIDIA’s latest GPU, earnings, or a product launch. It was about open source AI. Huang’s newly created X (Twitter) account shared an open letter titled “Open-Weight Models and American AI Leadership,” signed by NVIDIA, Microsoft, Meta, Hugging Face, Mistral, Y Combinator, and 15+ … Read more
Wang Xingxing, founder and CEO of Unitree Robotics, has achieved what no Chinese entrepreneur has done in eight years: appear on the cover of TIME Magazine. The cover, published July 23, features Wang alongside Unitree’s mech product GD01 under the headline “The Robot Age Is Here.” The last time a Chinese business leader appeared on … Read more
When Japanese technicians cracked open a Unitree G1 humanoid robot, they found a reason to give up. Nikkei xTECH, a Japanese technology media outlet, published a teardown video of Unitree’s G1 on July 23. The verdict, as reported by CCTV News, was blunt: China’s humanoid robot technology has clearly moved beyond the “show-and-tell” stage, and … Read more
“The government will not give us a penny.” Liang Wenfeng just broke Washington’s favourite DeepSeek story. A transcript of 118 investor answers reveals a very different narrative.
NVIDIA, Microsoft, Meta and 22 others signed a letter that, read carefully, is a lobbying front to keep Chinese open-weight models legal in America. Washington sees a geopolitical threat. Silicon Valley sees a supply chain opportunity.
China’s Bid to Flood the World with Cheap AI, Said Bloomberg. Half Right. On Friday at 8:36am, Bloomberg published a sweeping story on China’s plan to flood the world with cheap AI. I am quoted in it, mapping DeepSeek’s investors to the layers of the industry. Sixteen hours before that story ran, 29 countries signed … Read more
The Oversupply of AI Talent: How China turned mathematical conditioning into a grassroots industrial workforce Those poor Chinese kids are building the most advanced AI in the world. If you look at the CVs of the researchers and entrepreneurs catching up to Anthropic and ChatGPT at a fraction of the token cost, the old playbook … 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
The Robot Belt Weekly: China’s Top 10 Tech Stories May 3–10, 2026 | The Intelligence Briefing from Shenzhen #1 DeepSeek’s \$45B Gambit: China’s AI Crown Jewel Finally Opens Its Doors Source: TechCrunch | TechNode | The Silicon Review DeepSeek is reportedly shifting from its “maverick” roots to a mainstream powerhouse, eyeing a staggering $45 billion … Read more
The AI Dove of East Asia Make love(AI), not war. 🕊️ Did you know that in Chinese, Japanese, and Korean, the pronunciation of the word for “love” is “ai”? It is a poetic coincidence that this shared linguistic heritage perfectly mirrors the acronym for Artificial Intelligence. Perhaps this is a sign that AI could be … Read more