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SpaceX’s $2 Trillion IPO: Rockets Are No Longer the Whole Story. How Does China Respond?
Forget the symbolic moon race — the more urgent US-China competition is over the commercialization of space infrastructure.
17 hrs ago
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The Demise of Sora: Pathways for LLMs and AGI
Original article: Sora之死，LLM与AGI路径 March 25
Mar 31
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Alibaba’s $100 Billion Bet on Token Economics
Original article 阿里巴巴千亿美元token经济学 March 20
Mar 30
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The Token Economy Has a Speed Problem China Can’t Yet Solve
But having closed the model quality gap faster than most observers thought possible, speed is the next competitive frontier Chinese firms plan to cross.
Mar 19
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China is Devouring OpenClaw Raw
From Chat to Code, and now to Claw, a familiar cycle is repeating itself in China’s AI industry
Mar 17
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How Much of the “AI 2028 Crisis” Has Already Happened?
It is February 2026. The markets behave as if they are trading two years ahead of reality.
Mar 5
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Enter China's platforms
Internet companies are rewriting the valuation logic of Chinese AI chip firms like Enflame (Suiyuan Technology)
Mar 2
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Weijin Research
Understanding China’s technology and energy transformation through industrial logic.
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