Reading up on china
88 deep · digging since nov 20, 25
- A Picture-Perfect Landing Shows China’s Ambitions to Narrow the Space Race
China has rapidly evolved from a space newcomer to the United States’ primary rival for dominance across the solar system.
- China, Russia and Others Seek to Inflame Debate Over A.I. Data Centers
State-linked actors from China, Russia, and Iran are amplifying U.S. debates about AI data centers to exploit public concerns over the technology's impacts.
- American A.I. Companies Say Chinese Copycats Are Quickly Catching Up
US AI companies claim Chinese rivals are using distillation to copy their models, a long-standing technique they struggle to detect.
- Alibaba’s A.I. Is a Hit, but Hard to Turn Into a Moneymaker
Alibaba's open-source AI models gain global developer traction but struggle to generate revenue since they can be freely used and modified.
- Anthropic says Alibaba illicitly extracted Claude AI model capabilities
Chinese resellers sell cheap Claude tokens via pooled accounts and fraud, harvesting user data for distillation into Chinese AI models as Anthropic alleges Alibaba illicitly extracts capabilities.
- China Takes Supercomputer Crown From U.S. for First Time Since 2017
China's supercomputer in Shenzhen, using only standard microprocessors, was declared the world's fastest, overtaking the U.S. for the first time since 2017.
- How to Win a Space War - by Christian Keil and Alex Oliver
The US must treat space as a warfighting domain, adopting first-principles strategies and commercial innovation to counter adversaries like China and Russia.
- Why It’s Nearly Impossible to Build a Robot Without China
Chinese companies now dominate robot component manufacturing due to scale and cost advantages from their electric vehicle industry, making it hard for others to compete.
- BYD plans to bring all-solid-state batteries to EVs by 2027
BYD and several Chinese automakers plan to begin mass-producing all-solid-state EV batteries in 2027, offering over 1,000 km of range and higher safety.
- China’s AI and EV rise has fueled a new kind of tourism - Rest of World
Foreign investors and founders are paying up to $9,000 for curated tours of Chinese EV and AI factories, driven by fear of missing out on technological breakthroughs.
- Billionaire families are reducing their exposure to the U.S., and this is where they’re looking to invest instead - MarketWatch
Over a quarter of UBS's family-office clients have reduced or plan to reduce dollar assets, shifting investments towards Western Europe and China due to concerns about the weakening reserve currency.
- What Plunging Pork Prices Say About China’s Economy
Plunging pork prices in China hit a 16-year low, driven by weak consumer spending and an oversupply of hogs, highlighting economic challenges.
- China Is Testing Its State Surveillance Model Abroad
China is testing its state surveillance model abroad in a remote Pacific village, sparking backlash from locals.
- Xi Jinping Quit Smoking. China Still Cannot.
China's state-owned tobacco monopoly generates immense tax revenue, making it nearly impossible for the government, even under Xi Jinping, to reduce smoking rates despite health campaigns.
- $140,000 E.V.s and Heritage Gold: The Rise of China’s Homegrown Luxury Market
Amid economic slowdown, Chinese consumers are shifting toward domestic luxury goods, eroding the market share of traditional European prestige brands.
- Trump Approved a Nvidia Chip for Sale in China. Beijing Doesn’t Want It.
Despite Trump administration approval of Nvidia's powerful H200 chip for sale in China, not a single unit has been purchased by Beijing.
- Cheap AI could derail OpenAI and Anthropic's IPOs
The article argues that cheap AI from Chinese labs and Western alternatives is eroding the pricing power and market share underpinning OpenAI and Anthropic's high IPO valuations.
- Presentations — Benedict Evans
Benedict Evans presents his annual slide deck on macro tech trends, arguing that rapid acceleration across retail, TV, advertising, and regulation is reshaping the global industry.
- 2028: Two scenarios for global AI leadership
Anthropic argues that US export controls on AI chips must be tightened to ensure democracies maintain a decisive lead over China's authoritarian regime by 2028.
- Trump Was Flattering, Xi Was Resolute. The Difference Spoke Volumes.
Trump's conciliatory tone with Xi Jinping contrasted sharply with his anti-China rhetoric at home, revealing a significant diplomatic difference.
- Apple stock notches fresh record as tech rebounds
Apple stock closed at a record high near $299 as tech stocks rebounded, driven by strong quarterly results and AI trade resurgence.
- Will Chinese companies still move to Singapore after Manus crackdown?
The piece examines whether Chinese companies will continue relocating to Singapore following a crackdown on Manus, a key intermediary for such moves.
- Alibaba, Tencent Investors Look Past Slow Growth to AI Potential
Alibaba posted its first operating loss since 2021 partly from AI spending, yet shares still rose 8% in Hong Kong as investors focused on AI growth potential.
- Tencent’s Revenue Miss Heightens Pressure for Faster AI Payoff
Tencent posted its weakest revenue growth in six quarters, rising 9% to 196.5 billion yuan, intensifying investor demands for faster returns from AI.
- Tencent Says China’s AI Chip Crunch Is Easing, Plans to Spend More
Tencent states that China's shortage of AI chips is lessening and intends to boost its capital expenditure.
- China’s big tech groups miss out on AI stock market frenzy
Chinese big tech groups did not participate in the AI-driven stock market surge seen by their US counterparts.
- China’s AI Suppliers Can’t Keep Up as Component Shortages Bite
China's AI hardware suppliers are being hit by capacity constraints and component shortages, which threaten to throttle the growth of the artificial intelligence industry.
- China Seeks A.I. Independence, Weakening Trump’s Leverage
China has achieved a milestone in AI self-sufficiency, reducing its reliance on US technology and weakening American leverage ahead of bilateral talks.
- US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand
US intelligence believes Nvidia's advanced AI chips were smuggled to Alibaba through Thailand, potentially violating export controls.
- Notes from inside China's AI labs - by Nathan Lambert
Chinese AI labs leverage cultural humility, student integration, and practical focus to effectively fast-follow frontier models, contrasting with US labs' political conflicts and star-scientist culture.
- How A.I. Is Transforming China’s Entertainment Industry
AI-generated microdramas boom in China, sparking legal threats from celebrities over unauthorized likenesses and job losses for actors.
- DeepSeek cuts V4-Pro prices by 75%
DeepSeek cuts V4-Pro API prices by 75% until May 5, 2026, and reduces cache-hit prices by 90%, undercutting US rivals amid geopolitical tensions over model distillation.
- Opinion | I Went to China to See Their Progress on A.I. We Can’t Beat Them. - The New York Times
Kai-Fu Lee argues the U.S. cannot outcompete China on AI and should pursue cooperation instead.
- The Escalating Global A.I. Arms Race - The New York Times
The U.S., China, Russia and other nations are escalating their competition over AI-powered weapons, drawing comparisons to the dawn of the nuclear age.
- Vibe check from AI industry HumanX: Anthropic is talk of the town
Anthropic's Claude Code is now the dominant focus in AI industry conversations at HumanX, as enterprise adoption positions it ahead of OpenAI and Cursor.
- Tencent’s ClawBot Links WeChat And OpenClaw In AI Agent Push
Tencent launched ClawBot, linking its WeChat platform with the OpenClaw AI agent to deepen AI-powered services for consumer and business use cases.
- Cursor admits its new coding model was built on top of Moonshot AI’s Kimi
Cursor admitted its new coding model Composer 2 was built on Moonshot AI's open-source Kimi model, sparking scrutiny over transparency and US-China AI tensions.
- Laid Off in Midlife, China’s Reform Generation Braces for Downward Mobility - The New York Times
Middle-aged Chinese who grew up during the reform era are experiencing downward mobility as economic stagnation and age discrimination limit their opportunities.
- 36 Hours in Shanghai: Things to Do and See - The New York Times
Shanghai's historic architecture is being transformed into galleries and dining destinations, offering a curated 36-hour itinerary.
- U.S. Says 3 Tied to Silicon Valley Server Maker Broke Export Laws - The New York Times
U.S. prosecutors accused three men, including a Super Micro co-founder, of diverting servers with Nvidia AI chips to China in violation of export laws.
- Scramble for Jet Fuel Shows How Energy Shortages Are Rippling Across Asia - The New York Times
China and other Asian refined-oil suppliers are restricting exports, fueling desperate scrambles for jet fuel and other energy supplies by import-dependent nations.
- American TikTok Users Are Fantasizing About ‘Being Chinese’ - The New York Times
American TikTok users adopt the 'Chinamaxxing' trend to cope with anxieties about U.S. decline.
- How China is getting everyone on OpenClaw, from gearheads to grandmas
China's tech giants are hosting public events to drive mass adoption of OpenClaw, the AI agent now used beyond the U.S. and supported by government subsidies.
- BYD Just Made EV Charging Basically As Quick As Getting Gas—Again
BYD's new 1,500 kW Flash chargers and Blade 2.0 battery charge EVs from 10-97% in about 9 minutes, making stops nearly as fast as refueling gas.
- Hustlers are cashing in on China's OpenClaw AI craze
Early adopters in China are profiting from the OpenClaw AI craze by offering installation services, preconfigured hardware, and tutoring to nontechnical users.
- Something is afoot in the land of Qwen
Alibaba's Qwen team lead Junyang Lin and several other key researchers resigned, potentially losing the team behind the impressive open-weight Qwen 3.5 models.
- Where are China’s A.I. Doomers? - The New York Times
Chinese officials and citizens show strong optimism about AI, contrasting with Western concerns over job displacement and existential risks.
- China’s Parents Are Outsourcing the Homework Grind to A.I. - The New York Times
Chinese parents are using AI chatbots to help children with homework, aiming to reduce family conflict and give an academic edge.
- A.I. Dating Apps Complicate China’s Efforts to Boost Birthrate - The New York Times
AI dating apps and chatbots are reducing real-world romance in China, complicating government efforts to boost the nation's low birthrate.
- What Are Chinese People Vibecoding? - by Irene Zhang
Chinese AI companies like ByteDance, Tencent and Alibaba are racing to build domestic coding agents, while developers bypass geoblocks to access Western tools like Cursor.
- Anthropic Accuses 3 Chinese Companies of Harvesting Its Data - The New York Times
Anthropic publicly accused three Chinese AI startups of using around 24,000 fake accounts to scrape data for training rival chatbots.
- MuMu Player (NetEase) silently runs 17 reconnaissance commands every 30 minutes
MuMu Player Pro for macOS silently executes 17 system reconnaissance commands every 30 minutes, capturing processes, network data, and hardware info without disclosure.
- How China Built a Chip Industry, and Why It’s Still Not Enough - The New York Times
More than a decade into Beijing's push for self-sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.
- A Defector Explains the Remote-Work Scam Helping North Korea Pay for Nukes - WSJ
North Korean regime's elite cyber operatives, as explained by defector Anton Koh, fake identities to secure remote IT jobs with American companies, funding nuclear ambitions.
- Opinion | I Just Returned From China. We Are Not Winning. - The New York Times
The author argues the US lags behind China in economic competitiveness and must address domestic fiscal and industrial policy to avoid falling further behind.
- Decoding China’s New Space Philosophy - Universe Today
China's fifteenth five-year plan details ambitious space goals including water-ice mining, orbital data centers, tourism, and a push to shape international space traffic regulations.
- China Moon Mission: Aiming for 2030 lunar landing
China's manned space agency aims for a 2030 lunar landing, while NASA's Artemis program adds a test flight and targets 2028.
- Move Fast, but Obey the Rules: China’s Vision for Dominating A.I. - The New York Times
China aims for AI dominance by pushing rapid innovation while enforcing a growing web of state rules on companies.
- 🎙️Inside a Chinese AI Lab: How MiniMax Builds Open Models
MiniMax researcher Olive Song reveals how they debug RL training, handle model hacking, and prioritize alignment and engineering discipline in open-weight model development.
- I Test Drove a Chinese EV. Now I Don’t Want to Buy American Cars Anymore. - WSJ
After driving a Xiaomi SU7 Max, a WSJ columnist prefers its range, modular interior, and features (karaoke, minifridge) over her American Ford Mustang Mach-E.
- How the Online SAT May be Vulnerable to Cheating - The New York Times
Tutors and testing experts warn that the online SAT is vulnerable to cheating through Chinese sites selling test questions and software that bypasses test protections.
- China Announces Record Trade Surplus as Its Exports Flood World Markets - The New York Times
China's trade surplus reached a record $1.19 trillion in 2025, a 20% increase, driven by a weak currency and import substitution policies.
- China’s Russian Town Has Log Cabins and Cyrillic Signs, but No Russians - The New York Times
China's Enhe village, once populated by ethnic Russians, now preserves only tourist-oriented facades under Xi Jinping's assimilationist ethnic unity campaign.
- ‘Chinese Peptides’ Are the Latest Biohacking Trend in the Tech World - The New York Times
Gray-market Chinese peptides have become a popular biohacking tool in Silicon Valley, reflecting a culture that prioritizes speed over FDA regulation.
- China’s BYD Surpasses Tesla as World Leader in Electric Car Sales - The New York Times
China's BYD overtook Tesla as the world's top electric vehicle seller, driven by its broader model range and lower prices.
- 2025 Letter | Hacker News
Dan Wang's 2025 annual letter contrasts Silicon Valley's meritocratic growth mindset with deeper cultural narrowness, while comparing US and Chinese capabilities in infrastructure, manufacturing, and long-term planning.
- How Japanese Scallops Became a Pawn in Diplomatic Tensions With China - The New York Times
Beijing uses a ban on Japanese scallops to punish Japan over its stance on Taiwan, escalating trade tensions.
- How Meta’s Newest Acquisition Target Got Around Worries Over Its Ties to China - WSJ
Meta's $2.5 billion acquisition of Singapore-based Manus, a startup with Chinese roots, could create a new pathway for Chinese AI companies to access U.S. investment.
- Inside China’s Six-Decade Campaign to Dominate Rare Earths - The New York Times
China's six-decade state-led investment in rare earth production, from Deng Xiaoping to Xi Jinping, secured its global dominance in a strategic but polluting industry.
- Growing up in “404 Not Found”: China's nuclear city in the Gobi Desert
A memoir of growing up in China's secret nuclear city 'Factory 404' in the Gobi Desert, which was unmarked on maps and known only by its classified code.
- The Pentagon and A.I. Giants Have a Weakness. Both Need China’s Batteries, Badly. - The New York Times
Both the Pentagon and leading AI companies are heavily dependent on batteries produced in China, raising national security concerns as demand surges.
- Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips
China has built a prototype machine in a Shenzhen lab to produce advanced AI semiconductor chips, aiming to rival Western capabilities.
- NASA finally—and we really do mean it this time—has a full-time leader - Ars Technica
Jared Isaacman is confirmed as NASA administrator, facing challenges of budget cuts, workforce reductions, and competition with China in returning humans to the Moon.
- The Chinese Billionaires Having Dozens of U.S.-Born Babies Via Surrogate - WSJ
Chinese billionaire Xu Bo fathered dozens of U.S.-born children via surrogacy, aiming for boys to inherit his business, raising concerns about citizenship laws and parenting ethics.
- Ford’s Car of the Future, Hatched in a Skunk Works Near Los Angeles - The New York Times
Ford has created a skunk-works team near Los Angeles to redesign its fleet and catch up with Chinese automakers, questioning whether it is too late.
- The Architects of AI: Person of the Year 2025
TIME names Jensen Huang and other AI leaders as Person of the Year, arguing their technology reshaped global economy, geopolitics, and daily life in 2025.
- Trump’s Nvidia Chip Deal Reverses Decades of Technology Restrictions - The New York Times
Trump’s decision to let Nvidia sell chips to China prioritizes short-term economic gain over long-term US security interests.
- Trump Eases Limits on Nvidia Exports to China at ‘Critical Moment’ - The New York Times
President Trump said Nvidia can export some chips to China, but past U.S. restrictions have accelerated China's domestic AI chip development.
- In the A.I. Race, Chinese Talent Still Drives American Research - The New York Times
Despite political rhetoric painting China as an adversary, Chinese talent remains a critical driver of American artificial intelligence research.
- Get Ready, America: Here Come China’s Food and Drink Chains - The New York Times
Chinese fast-food and beverage chains are expanding into the United States to escape intense domestic competition and capture new growth opportunities.
- Robots and AI Are Already Remaking the Chinese Economy - WSJ
China prioritizes AI to modernize its manufacturing and export sectors, boosting speed and efficiency while cutting labor.
- AI infrastructure in the "Era of experience"
As open-source LLMs commoditize due to fierce Chinese competition, companies can build defensible moats through custom RL models trained on proprietary environments using LoRA and GRPO.
- Robots and AI Are Already Remaking the Chinese Economy - WSJ
China is focusing on AI and robotics to automate manufacturing and ports, aiming to produce goods faster, cheaper, and with fewer workers to protect its export-driven economy.
- CNBC's The China Connection newsletter: China's video game soft power
Chinese video games like NetEase's "Where Winds Meet" and Tencent's "Honor of Kings" are winning global audiences, boosting China's cultural soft power and attracting investment from Saudi Arabia's Savvy Games.
Takes
We've published a paper that explains our views on AI competition between the US and China. The US and democratic allies hold the lead in frontier AI today. Read more on what it’ll take to keep that lead: https://www.anthropic.com/research/2028-ai-leadership
@AnthropicAI
the chinese played ymca for trump
@ianbremmer
+ I stopped DCA the SP500 because that's where most of my net worth is.+ I doubled my DCA in MSCI (Chinese SP500), now at $10k/week. https://t.co/DDFK7dejsE
@marclou
There was a Chinese company, edushi, that did that for a whole bunch of companies in China (circa 2010/2011 from what I remember). pic.twitter.com/MK87kBBU5p
@hunvreus