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Who should you follow on China tech?
One great place to start is the brilliant guests who’ve been on my High Capacity podcast—now at 20 episodes!
Here they are and the topics we covered:
1. Georg Stieler (@GeorgStieler) — China’s industrial robotics revolution
2. Tu Le (@SinoAutoInsight) — China’s EV industry and global competition
3. Grace Shao (@Gracemzshao) — China’s AI ecosystem and tech giants
4. Lei Xing (@leixing77) — Autonomous driving and robotaxis
5. Afra Wang (@Afrazhaowang) — China’s tech culture and entrepreneurs
6. Kevin Xu (@kevinsxu) — China’s rise in open source
7. Tom Wang (@Xianbao_QIAN) — Chinese AI models, open source, and agents
8. Rui Ma (@ruima) — China’s tech strengths and weaknesses
9. Zixuan Li (@ZixuanLi_) — Inside Zai and China’s GLM models
10. TP Huang (@tphuang) — AI chips, energy, and industrial supply chains
11. Paul Triolo (@pstAsiatech) — China’s semiconductor industry
12. Ruby Wang (@RcjWang) — China’s AI healthcare and biotech revolution
13. Matt Sheehan (@mattsheehan88) — China’s evolving approach to AI safety
14. Nathan Lambert (@natolambert) — Frontier AI, open source, and regulation
15. Abigail Coplin — China’s biotech rise and innovation ecosystem
16. Fengming Lu (@FengmingLuPE) — How China really built its EV industry
17. Zilan Qian (@ZilanQian) — China’s hidden AI economy
18. Alvin Wang Graylin (@AGraylin) — US-China AI competition and cooperation
19. Kendra Schaefer (@kendraschaefer) — China’s AI regulation and governance
20. Sunny Cheung (@SunnyCheungky) — China’s humanoid robots and supply chains
All episodes available on:
- YouTube: youtube.com/@highcapacitypod…
- Apple Podcasts: podcasts.apple.com/us/podcas…
- Spotify: open.spotify.com/show/6kafwx…
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Very interesting data on Chinese data centers—domestic and overseas
Our briefing today is an interactive infographic that looks at the companies behind China's data center buildout, at home and abroad: wirescreen.ai/briefings/chin…
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Source: Hofman, Bert 2026, Forthcoming. Based on data from the Harvard Growth Lab, Atlas of Economic Complexity. atlas.hks.harvard.edu/data-d…
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In 2026, a person born at the time of the Third Plenum of the Eleventh Party Congress, the historic event in 1978 that launched China’s impressive economic growth, is forty-eight years old. Now consider the age not of a person but of a system. In 1953, China’s first Five Year Plan went into effect, marking the beginning of central planning in the People’s Republic of China. The classical phase of China’s central planning lasted a total of twenty-five years.
For forty-eight years China has been attempting to reform a system that was operational for twenty-five years, and the project is by no means over. At the time of writing, the end of China as a statist economy is not advancing but receding in sight. In fact, it is debatable whether we are still in an era of reforms. I define the start of reforms as an official act of de-Maoification by the Communist Party of China (CPC). In 1978 the CPC repudiated some of the specific acts of Mao Zedong – his large-scale purges and the destruction of intraparty democracy and of the economy under his reign. It was far from a wholesale denunciation but the language was unusually frank and direct by the customary coy standards of the CPC when it comes to an admission of its own errors. By this definition, the reform era ended in 2018 when the CPC removed the term limit on presidency, reinstating a signature feature of the Mao era – the life tenure of its leader.
A tale of reforms and reversals (1) : Part 1 of Chapter 1 of my 2026 book. yashenghuang.substack.com/p/…
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CATL CEO Robin Zeng has a core team with deep international experience that has been with him for over 25 years, going back to when it was still ATL.
From guest Yuan Gao on @globallithium’s excellent Global Lithium podcast: podcasts.apple.com/us/podcas…
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This article indirectly describes one of the more important consequences of our current, distorted form of globalization, even if it isn't commented upon enough. Automation will help Japanese and Korean shipbuilders compete with Chinese shipbuilders only if wages don't rise in line with productivity.
In a system in which nations "win" at manufacturing mainly by suppressing unit labor costs, every country that wants a large manufacturing sector is under pressure either to suppress household income (including by reducing transfers) or to raise productivity without allowing a commensurate rise in wages.
This is the kind of world Keynes warned about, in which countries try to expand production while suppressing demand.
But while a few individual countries can get away with beggar-thy-neighbor growth policies, the world itself cannot do so. If too many countries try to suppress wages, or expand productivity while suppressing the accompanying wage growth, the only way to keep demand and supply balanced globally is with surging debt.
It is of course a good thing if businesses and governments around the world invest to expand productivity growth, but it is not a good thing if workers' wages don't rise in line with the growth in productivity. There's no point in making more stuff if people can't afford to buy it.
This is why Joan Robinson warned that the inevitable result of beggar-thy-neighbor policies, once deficit countries are no longer able politically to bear the costs, is a breakdown in trade. Rising debt and suppressed wages can only go on for so long.
ft.com/content/ea32c53d-4de7… via @ft
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China's TC260 just published version 3.0 of its AI Safety Governance Framework. This is basically a statement of principles and is not binding in any way, but it's a fairly authoritative source on what topics on are the radar and in the Overton Window for the CCP.
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We're asking anyone who knows where missing 16-year-old Oussama is to call us immediately.
He was last seen on on Friday 21 August in Horfield, Bristol and has links to Haringey and Camden in London.
If you know where he is, call 101 using reference 5226237536.
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The film is confirmed to go global:
Sept 11: Australia🇦🇺, New Zealand🇳🇿, Malaysia🇲🇾
Sept 17: Singapore🇸🇬
Sept 18: Japan🇯🇵
October: Cambodia🇰🇭, Indonesia🇮🇩, Thailand🇹🇭, Laos🇱🇦, Philippines🇵🇭
The world needs a new war film narrative beyond Hollywood.
China has made the film Hollywood never would: Once Upon a Time in the Middle East.
A Chinese chef is dragged into the US invasion of Iraq and uses his tiny Chinese restaurant to protect civilians. It shows the suffering of ordinary local people in war.
Hollywood only made "I'm in your country, sorry but I have no choice but to kill you" from the US POV.
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73 years ago this week, MI6 and the CIA overthrew the democratically-elected government of Iran.
declassifieduk.org/iran-1953…
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Congress destroyed Robert Oppenheimer in 1954, and 6 years later the BBC gave him 9 minutes to say what science would find next. Almost no one watches it.
Panorama broadcast it on 4 January 1960. The man who built the bomb sits in a chair at Princeton, stripped of his clearance, and makes 3 calls for the decade ahead.
No music, no second take, just one camera and 9 minutes of tape.
He opens by saying the gloom has no floor. Then he refuses to talk about it.
Watch the point where he moves from matter to life. He calls that one the biggest, and he reaches for the word explosion to describe it.
Quarks arrived in 1964. Penzias and Wilson found the microwave background in 1965. Researchers cracked the genetic code by 1966.
All 3 landed inside his 10 years, and he never mentioned the bomb once.
The most downloaded AI on earth is now Chinese.
Alibaba just gave away a model that matches Claude's flagship, and it literally runs on a $700 used graphics card.
The Qwen models crossed 3 BILLION downloads in six months.
Hugging Face counted 418 million downloads for Google this year, and 227 million for Meta.
Alibaba cleared more than four times both of them combined.
Then today it released Qwen3.8-27B under an Apache 2.0 license.
The model has 27 billion parameters, native vision, and a 262,000 token context window. Developers are running it locally on 17 gigabytes of memory, on used cards that cost a few hundred dollars.
Alibaba's own benchmark table claims it beats Opus 4.6 Max on computer use by 84.3 to 72.7, on mobile use by 81.9 to 62, and on visual math by 94.6 to 65.5. Those numbers come from the vendor and nobody has independently verified them yet, so treat them as a claim.
But the generation over generation jumps are harder to wave away:
On DeepSWE the score went from 13.3 to 42.2. On software engineering it went from 49.3 to 79.0. That happened in ONE release cycle.
And Apache 2.0 means anyone can download the weights, modify them, build products on them, sell those products, and never pay or ask permission. It cannot be revoked. Once the file is on your drive it is yours permanently.
3 billion downloads means those files already sit on machines in every country on Earth.
Alibaba could delete everything tomorrow and it would change nothing.
Washington spent 4 years building an export control regime around chips, model weights, and entity lists. Every piece of it assumes a chokepoint exists somewhere. A fab, a shipment, a company that can be told no.
But there is no chokepoint for a file that has already been copied three billion times.
And the copying compounds.
Hugging Face counted 151,448 models built on top of Qwen, which is 2.6x Meta's entire footprint and 4.7x the number of Llama repositories. New ones appear at roughly 200 a day.
The report says Qwen has become "part of the default workflow for developers deciding what models to fine-tune and deploy."
Alibaba is also pushing Qwen through its cloud into Southeast Asia and Africa, markets where American labs have almost no presence, and where a very large share of the next generation of developers will learn to build.
Meta and Nvidia have both rushed out new open models in recent weeks. That is what a response looks like when you feel the floor move.
And to be clear, these are download and derivative numbers, not usage numbers. ChatGPT and Claude cannot be downloaded at all, so they do not appear in this comparison. What the figures measure is what developers choose to build on top of, which is a different question from what consumers type into a box.
That is also why it matters MORE.
Consumer habits change in an afternoon. Infrastructure choices last a decade, because everything built on top has to be rewritten to undo them.
The American labs are valued on an assumption that frontier intelligence stays scarce, expensive, and rented by the token. Alibaba just made a version of it free, permanent, and small enough to run on hardware people already own.
You will not get an announcement when the software you use every day starts running on a Chinese model underneath.
Go and count how many of the tools you rely on could be rebuilt on free weights this year.
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China may be spending less abroad, but it still holds major advantages in AI, electric vehicles, and other strategic technologies. Dr. @Yu_JieC explains how Beijing could use affordable technology and supply-chain partnerships to sustain its influence across the Global South.
China’s Global Strategy Is Changing
How China Wants to Rewrite Global Governance
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CICC's Peng Wensheng: "Washington and Beijing face vastly different challenges. The U.S. faces pressure at the back end. The risk is that the euphoric expectations driving AI investment fail to materialize quickly enough. China, conversely, faces pressure at the front end. If its current investment slump persists, the compounding nature of AI development means China risks falling permanently behind the U.S. technological frontier.
Put simply: America’s risk is overinvestment and a popped bubble; China’s risk is underinvestment and technological obsolescence."
caixinglobal.com/2026-07-24/…
British family next to us having a conversation about which match they most happy, or okay, with losing:
- last night’s against Argentina
- the loss against Iceland
etc….
Pure #Delta male mentality.
Are Brits genuinely okay with constantly being fed mere crumbs?
When @AirCanada say you need to be at the airport a minimum of 3 hours before your flight.
And you are.
Then they say you can’t drop off your bags until 3 hours before your flight…. So just wait.
Air Canada wastes my time, and losing one customer at a time.
Clearly the @PGATOUR @PGA has pissed someone off.
How do you lose an entire market in one fell swoop?
China has announced the ban on the existence of golf courses. It requires that all existing golf courses be incorporated into urban community parks and made accessible to all citizens. Moreover, it states that golf has no sporting value at all.
Readers added context they thought people might want to know
China has not announced a nationwide ban on existing golf courses, required their conversion to public parks, or stated that golf has no sporting value; new construction has been paused since 2004. en.wikipedia.org/wiki/Golf_in_C… zh.wikisource.org/wiki/%E5%9B%BD…
I stand by my position that it is very difficult for men to pull off halter-tops.
#JYPJustSayNo
#Waterbomb
youtube.com/shorts/piWXrmQyz…






















