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55:24
Pony.ai’s Founder and CEO James Peng on What It Takes to Scale Robotaxis
why autonomous driving took a decade to commercialize, China's cost advantage, the bottlenecks and challenges of scaling globally
23 hrs ago
•
Grace Shao
14
1
1
Quick take on Kimi K3 and the end of "DeepSeek moments"
If it keeps happening, does it become the norm?
Jul 20
•
Grace Shao
26
1
4
Who Owns What Makes Your Company Special?
Rent the model, and own your data? Value migration from labs.
Jul 19
•
Grace Shao
17
4
3
Most Popular
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Part I: The Gala, the Suburbs, and the “Months Behind” Myth in LLM Labs
Feb 20
•
Grace Shao
74
3
18
China and the US are Running a Different AI Race
Jul 29, 2025
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Grace Shao
58
6
19
Moonshot AI's Founder: His Pursuit of AGI and the Company’s Potential Viable Business Model
Aug 7, 2025
•
Grace Shao
43
3
13
Singapore Field Notes: Curated Growth and the Next Wave of AI Diffusion
Nov 24, 2025
•
Grace Shao
49
7
13
Rise of China's Robotics Industry: from Manufacturing Arms to Embodied AI
May 9, 2025
•
Grace Shao
43
4
13
Part 1: DeepSeek's V4 makes Chinese AI labs look like one mega-lab
May 2
•
Grace Shao
39
6
13
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Discussions
From Beauty Apps to AI Agents: Meitu’s CFO Gary Ngan on the Future of Visual AI
visual AI is not just a model race, vertical visual AI workflows, aesthetics and taste, subscription over advertisement, AI credits, localization
Jul 14
•
Grace Shao
14
1
1
50:19
Paul Triolo on Chinese labs makings chips, SMIC, Huawei and the importance of AI governance
WAIC preview, US-China AI cooperation, CUDA vs. CANN, BAT
Jul 13
•
Grace Shao
17
1
4
1:25:47
Hangzhou Alibaba field trip. Five AI business products. Who will stand?
ecomm, agents, supplier mgmt, smart cockpit, and more
Jul 6
•
Grace Shao
38
7
10
Future of mobility, a deep dive into the forces driving the Chinese EV revolution with Tu Le
Why EVs, AI, and autonomy are shifting value from hardware to platforms
Jun 17
•
Grace Shao
14
1
4
1:22:40
Token-minimizing? Notes from a whirlwind week at SuperAI in Singapore
enterprises are rationing tokens, rushing to China’s open-weight models.
Jun 16
•
Grace Shao
34
7
14
Where does Europe fit in the so-called China-US AI race?
An inside look at how European enterprises are evaluating Chinese AI models, measuring ROI, and preparing for an agent-driven future.
Jun 8
•
Grace Shao
19
2
2
1:09:35
Physical AI hype, tech tourism and the wearbles' wait for their iPhone moment
BEYOND conference, wearables, hardware vs. software constraint, is it cool to visit China now?
Jun 3
•
Grace Shao
27
9
7
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