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🖥️Chinese AI Labs Have the Models. Now They're Building the Coding Agents.
Alibaba, Tencent, ByteDance, Z.ai, and Moonshot are all shipping coding agents. Revenue is only the surface reason.
Jul 13
•
Tony Peng
19
2
4
June 2026
🤖Zhipu AI Chief Scientist Tang Jie: Making Machines Think Like Humans
Tang looks back on the evolution of Zhipu AI, the maker of GLM-5.2, and shares his insights on the future of AI.
Jun 30
•
Tony Peng
7
3
😱How Chinese Researchers Plan to Build Self-Improving AI
If achieved, this would be the holy grail of AI, the Technological Singularity.
Jun 23
•
Tony Peng
21
6
👐🏻As Anthropic Tightens Access, Chinese AI Labs Open Their Models
How MiniMax, Zhipu, and Moonshot capitalized on the sudden U.S. ban on Anthropic's Mythos & Fable models by releasing M3, GLM-5.2, and K2.7-Code.
Jun 15
•
Tony Peng
16
2
4
🛰️ Data Centers in Space: China’s Answer to SpaceX
The race to build data centers in space has narrowed into a contest between the U.S. and China.
Jun 12
•
Tony Peng
9
2
2
👀The Tau Law: Huawei Wants to Change the Rule of the Chip Race
It's more like a methodology for surviving the near term, for keeping Huawei’s silicon competitive for as long as EUV stays out of reach.
Jun 4
•
Tony Peng
13
4
May 2026
👀As the H200 Waits at the Door, China's Domestic Chips Quietly Step up to Training
What’s already happening is Chinese AI labs are increasingly training and serving models on domestic AI chips.
May 21
•
Tony Peng
11
1
4
🤖China's Robotics Industry Is Booming. A Pioneering Unicorn Just Collapsed.
Once valued at more than 20 billion yuan ($2.9 billion), CloudMinds collaposed almost overnight just over a year ago. What happened?
May 18
•
Tony Peng
13
1
3
💸Chinese AI Companies Just Had Their Payday
DeepSeek, Moonshot, and StepFun are raising billions.
May 11
•
Tony Peng
15
2
4
April 2026
🤔DeepSeek-V4 Doesn't Have to Win to Matter
DeepSeek-V4 may not be the best open LLM, but its architectural innovations will lift the entire open ecosystem.
Apr 28
•
Tony Peng
24
2
5
🫶🏻Chinese AI Companies Have a New Benchmark: Anthropic
China's AI companies have a new role model. That role model is also the most hawkish AI company on China.
Apr 23
•
Tony Peng
18
2
6
🪩Alibaba is Bankrolling China’s AI Video Race—Then Racing Against It
Two Chinese video AI startups just raised $300 million each. Their biggest investor is also their biggest rival.
Apr 13
•
Tony Peng
13
3
5
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