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Claude distillation dispute, Moonshot growth and China’s talent controls | September 13, 2026
Moonshot AI’s revenue growth, model distillation disputes and China’s technology talent restrictions show how commercialization and geopolitical pres…
1 month, 1 week ago
DeepSeek’s New Model, XPeng Robots and Rising AI Chip Prices
This episode covers the release of DeepSeek V4.1 Flash and XPeng’s IRON robot production line. It also examines rising AI chip prices in China amid H…
1 month, 1 week ago
DeepSeek’s New Model and China’s Rising AI Chip Prices
We examine the release of DeepSeek V4.1-Flash, rising AI chip prices in China, and XPeng’s IRON robot production plans. Produced and provided by lawy…
1 month, 2 weeks ago
DeepSeek price cuts and Huawei’s Kirin 9050 Pro
We review DeepSeek’s Flash price cuts, the logic-folding technology in Huawei’s Kirin 9050 Pro, and China’s telecom targets for 2030 and plans for 6G…
1 month, 2 weeks ago
Huawei’s New Chip and Inspur Export-Control Allegations
We examine Huawei’s Kirin 9050 Pro, reporting on Inspur’s alleged circumvention of US export controls, and China’s plans for 6G commercialization. Pr…
1 month, 2 weeks ago
ByteDance's 9.6B Mega Loan and China's Humanoid Robot Surge
This episode examines ByteDance’s 9.6B loan for global AI infrastructure, the 0B+ Chinese tech funding wave, and China’s domination in humanoid robot…
1 month, 2 weeks ago
CXMT HBM3E Production and Humanoid Robot Shipments
This episode covers CXMT’s small-scale HBM3E production and rising global humanoid robot shipments. It also examines preparations for US–China AI saf…
1 month, 2 weeks ago
IFA Robot Runway and DeepSeek's Massive Huawei Chip Order
This episode examines the IFA 2026 robot runway, Galbot G1 controversies, DeepSeek's order of 160,000 Huawei chips, and Moonshot AI's Hong Kong IPO. …
1 month, 2 weeks ago
The emerging US China tech split
This episode examines DeepSeek's order of 160,000 Huawei Ascend chips, IFA 2026 humanoid robotics and security risks, and Moonshot AI's $5B IPO. Prod…
1 month, 2 weeks ago
China Dominates Humanoid Robot Race | China AI, Robotics & Semiconductor Briefing
This episode covers Chinese humanoid robotics capturing 75% of the global market, Alibaba Qwen's disruptive low-cost strategy, and Huawei's domestic …
1 month, 3 weeks ago