China Tech

It’s Not You, It’s Me (This Week in Stratechery)

Kalshi's valuation is a bold prediction

Dots and Question Marks (This Week in Stratechery)

🤖 AI arms control

Anthropic's Co-Founders Push for Majority Control

Inside Schwab’s private market push

182: 对话梁琛奇：抖音、猫箱、创业，「他们都搞生产力，我想用 AI 创造开心」

Data Insight: After a decade of growth, Indonesia has become the world's largest producer of processed nickel

Import AI 473: The US's superintelligence strategy; human brain in a mouse skull; and machine hermeneutics

The OWID Brief: Organic vs. conventional farming, malaria, China's economic growth, and more

JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

Open Models Change The Economics of AI

Data Insight: China only just missed the income cutoff to become a high-income country this year

Aaron Levie on Why Open AI Wins

India Quotient Shows How the VC Power Law Can Make or Break a Fund

180: 具身智能的金钱游戏：进展难测、收入催熟与 IPO 竞速

Axios Pro Rata: Requiem for an office park

Meta Agrees to Pay Billions to Settle Claims It Harmed Children

152. 领读Kimi K3技术报告：从架构创新聊起，注意力美学、多教师蒸馏和开源MoE

DeepSeek Closes in on Anthropic's Top Model

179: 蒸馏风暴：一场无人公开谈论的技术竞赛

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

20VC: Will OpenRouter Sell for $10BN to Stripe? | Why Chinese Open Models Are Beating America—and What Happens Next | Why Enterprises Are More Fearful of Anthropic and OpenAI Than China | Is the Routing Layer Becoming a Commodity with Alex Atallah

🏛️ State deepfake rules

176: 姚顺雨，来到腾讯300天

Data Insight: In the past, most people worked in agriculture; in today’s rich countries, only a small share do

OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

🇨🇳 China AI warning

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers

20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know

Judge Hits Pause on Paramount Skydance's $110B Acquisition of Warner Bros.

🇨🇳 Kimi K3 Khaos

Import AI 465: Open vs closed gaps; Kimi K3; Demis' big policy plan

Who’s Afraid of Chinese Models? (Stratechery Article 7-20-2026)

China just open-sourced Opus-level intelligence. Here is the playbook

Axios Pro Rata: Waiting on Clarity

Chinese AI Startup Takes on Anthropic and OpenAI with New Model

DeepSeek Is Raising a Giant Round and Planning to Go Public, Perhaps This Year

Apple Loses Key EU Court Challenge

Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

Data Insight: US and Chinese companies train almost all of the world’s most-used AI models

Import AI 463: Self-improving robots; a 10k Chinese GPU cluster; and an elegiac essay for the human era

OpenAI and Anthropic Wrestle with White House Review Process

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Semi Stocks Take a Header

Axios Pro Rata: PE's pizza past

Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.

Hy-Embodied-0.5-VLA: From Vision-Language-Action Models to a Real-World Robot Learning Stack

168: 对话王新宇：美团龙珠怎么投科技？

Axios Pro Rata: Closing comments

Data Insight: One in four cars sold in 2025 was electric

The OWID Brief: New population projections tool, childhood stunting, China’s electricity growth, and more

Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live

What's drawing LPs back to China

Data Insight: India went from 15% to 70% Internet access in a decade, mostly through mobile phones

Long-term, Peripheral & Myopic Visions (This Week in Stratechery)

The Shift in Global Drug Development

162: 批量生素材、模型筛网红，与飞书深诺Meetsocial沈晨岗聊AI时代的出海营销

162: 中国最早AI创业者的故事，与唐文斌聊天才策略、旷视、十年前的机器人和具身新创业

Apple CEO Tim Cook Passes the Torch to Hardware Exec John Ternus

Import AI 454: Automating alignment research; safety study of a Chinese model; HiFloat4

US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?

160: 群核IPO后与黄晓煌聊这15年：被嫌弃的GPU、冠军酷家乐、空间智能、六小龙

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

158: V4发布前的DeepSeek：人才竞争、组织特点和独特的AGI目标

US carmarkers' futures ride on AI

Import AI 450: China's electronic warfare model; traumatized LLMs; and a scaling law for cyberattacks

Please Listen to My Podcast (This Week in Stratechery)

Interview with ONE2X Founder Wang Guan: Generative Systems, Eliminating Intermediaries' Profit Margins, Power Distribution on the Platform

From "Large and Strong" to "Small and Strong": Density Laws, RL Scaling Laws, and the Distributed Future of Intelligence

The Third Serialization of Zhu Xiaohu's Realistic Story: The Feast and Bubble of Artificial Intelligence

120. Xpeng's Newly Appointed Liu Xianming's First Interview: Language is Poison, Remove the L, Simplicity is Beauty, Leadership Change, Xpeng's AI Transformation

AI Fund’s GP, Andrew Ng: Biggest Bottlenecks in AI & How LLMs Can Be Used as a Geopolitical Weapon?

Podcast Summary: Algorithm Innovation in AI - Conversation with Yang Songlin

Kimi Linear, Minimax M2? Exploring the historical variations of Yang Songlin's archaeological algorithms and previewing future architectural improvements

119. Kimi Linear、Minimax M2？和杨松琳考古算法变种史，并预演未来架构改进方案

Interview with Li Xiang (Part 2): CEO Large Model, MoE, Liang Wenfeng, VLA, Energy, Memory, Confronting Human Nature, Intimate Relationships, Human Wisdom

139: ICCV Best Paper, Beyond Light Years, Sand.ai: Cao Yue's Ten-Year AI Journey, from Researcher to CEO

Interview with Li Xiang Part 2: CEO Large Model, MoE, Liang Wenfeng, VLA, Energy, Memory, Confronting Human Nature, Intimate Relationships, Human Wisdom

138: From the moment you use your mobile phone to when it understands you better, OPPO's mobile phone AI practice | Conversation with Wan Yulong, head of Xiaobu