Jaime Xiao on why Hong Kong, not the old neutral entrepôt, has become the pricing centre for the smart-car revolution: from CATL’s cells to Hesai’s lidar to Momenta’s driving brain, the EV supply chain has chosen one exchange, and Stephen Roach’s “made in China” lament reads as an indictment he should plead guilty to. Embedded … Read more
Jaime Xiao on why ByteDance’s new Seedance 2.5 video model is less a film studio than a generative stand-in for Nvidia’s digital twin, with its first customers being excavator makers and robot labs rather than filmmakers. Embedded below.
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 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 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 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 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 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’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.