Shenzhen’s Quiet Bet: Why One Lawmaker Says the City Is Built for Industrial AI
Artificial intelligence is the fourth industrial revolution, and Shenzhen is unusually well placed to turn it into indus
Jaime Xiao: 25 American companies just defended Chinese open-weight models
Jaime Xiao on the letter NVIDIA, Microsoft and Meta just signed — titled “Open Weights and American AI Leadership”, a lobbying front to keep Chinese open-weight models legal in America. The real split isn’t US versus China; it’s closed-model rentiers versus the open-weight industrial base. Full post below.
Jaime Xiao: A four-minute AI film fooled Douyin — and no camera was rolled
Jaime Xiao on the four-minute AI film that just went viral on Douyin — every frame generated, live-action quality 99% of the way to cinema, no studio and no credits. His guess: an AI video lab quietly testing its newest model on 700 million scrollers. Full post below.
Jaime Xiao: The richest rock band in history never sold a ticket
Jaime Xiao on Splay — the Tsinghua computer-science rock band whose members now run Moonshot AI (Kimi) and SenseTime. The drummer just shipped a 2.8-trillion-parameter open-weight model instead of an album. Full post below.
Jaime Xiao: Hefei’s scavenger model and CXMT’s 471% IPO
Jaime Xiao on Hefei — the city that turned other people’s rubbish bins into a RMB 3.3 trillion memory empire. CXMT’s STAR Market debut opened up 471.6%, past ICBC to top the A-share table. But the real story is seventeen years of buying distressed assets at scrap value: BOE in 2008, Qimonda’s abandoned DRAM patents … Read more
Jaime Xiao: Toyota’s problem was never the engine. It’s the calendar
Jaime Xiao on why Huawei — not BYD — is Toyota’s real existential threat, and why the smart-EV clock (eighteen-month generations) beats the Corolla’s eight-year cadence. Embedded below. Embedded from Jaime Xiao’s LinkedIn feed.
Jaime Xiao: The open-weights ‘safety’ regime that never touches China
Jaime Xiao on why Dario Amodei’s opposition to an open-weights ban is the quieter danger — the safety-testing regime he proposes binds everyone on paper, but never touches China. Embedded below. Embedded from Jaime Xiao’s LinkedIn feed.
Jaime Xiao: The Chinese EV TCO maths is done in the rear-view mirror
Jaime Xiao’s takedown of the “Chinese EVs aren’t as cheap as they look” maths — the depreciation curves are computed in the rear-view mirror. Embedded below. Embedded from Jaime Xiao\’s LinkedIn feed.
ByteDance’s Doubao Phone 2 Returns, Knocking Instead of Breaking In
In July 2026, the Nubia NaviX Ultra drew a crowd at the World Artificial Intelligence Conference in Shanghai. The phone has a plainer name: the Doubao Phone 2. Eight months earlier, the first Doubao Phone sold 30,000 units at 3,499 yuan and briefly resold for nearly 8,000 on the second-hand market, until the frenzy lasted … Read more
The ‘Ningxia Specialty’ Inside NVIDIA’s $40,000 AI Chip
A veteran semiconductor supply-chain consultant who has tracked the industry for decades let a truth slip at a closed-door roundtable: crack open the PCB of a top-tier NVIDIA AI accelerator that speculators have pushed to $40,000 a chip, and you will find a handful of unremarkable components whose origin you cannot escape, Shizuishan, in China’s … Read more