Some personal news: our company is moving to China. It has been a multi-YEAR process, but it’s finally happening. If you know anything about our industry and the investment opportunities in China, you’ll know why we are moving. If you don’t, follow along and you’ll see why.

The longer I’ve spent time with this paper the bigger of a deal it seems. The economic implications are quite significant. This is a frontier expert task. This is Qwen3-235B.

I always think about this

Mogged really hard by Huawei library

Unitree R1 | Price from $4,900, Ready Stock 🥳 Your Smart Robot Companion

this is what open-source looks like

There’s a cafe in Shenzen’s biotech hub that gives you free coffee for a month if you publish in Nature or Science.

won’t take that long

Announcing a new division of Midjourney called "Midjourney Medical"

I was wrong I've been saying for months that open source AI models are 6 months behind frontier They caught up. GLM 5.2 is as good as Opus 4.8 This changes everything. If you run GLM 5.2 locally no government can take it away. You become sovereign And even if you run through APIs, its a fraction of the cost The battlefield is different now. If open source is as good as frontier, and people have cheaper alternatives, governments can't be as quick to regulate. It will destroy the frontier AI labs All of this is such a massive win for the people If you are not paying attention to local models yet, you are making a tremendous mistake

I’m really not kidding, I think if someone put up a $150k prize, someone could make a wheelchair faster than the top-speed US train

Sharpa Wave tactile hands are part of the new @NVIDIA Isaac GR00T Reference Humanoid Robot 🤖 Announced by Jensen Huang at #NVIDIAGTC Taipei an hour ago, the first dexterous humanoid reference design on the Isaac GR00T platform, featuring human-like tactile hands built for the robotics research community. What this unlocks: → Precise assembly on manufacturing lines → Delicate lab work — pipettes, syringes, fragile materials → Any task that demands dexterity at human scale Full stack: 🖐️ Sharpa Wave five-finger tactile hands ⚡ Isaac GR00T software Jetson Thor compute 🤖 @UnitreeRobotics H2 platform #Robotics #HumanoidRobots #GR00T #AIRobotics #dexteroushands #robotichands

Quick summary of what is happening with LLM model companies in China. 1) There is more VC $ available for open-weights than you think, 2) they are generating real revenue (as did open-source sw/saas companies in the West). crossingriver.substack.com/p…

come build in shenzhen makerspaces open 24/7, every electronic component on earth within 30 minutes by metro, supply chain partners ready to to manufacture your prototype next week & VCs who actually understand hardware because half their partners are former engineers from huawei BYD, DJI or CATL who shipped real products before they wrote checks back home you pitch a SaaS deck to a 26 year old MBA who has never opened a soldering iron, here you sit with a guy who designed the camera module of the mate 60 pro & he asks you about the bill of materials in the first 5minutes the gap is widening every quarter and most of you are still arguing on twitter

while you're scrolling social media, kids in shenzhen are happily learning how to 3D print anything their heart desires on their personal 3D printer at home

Daniel Craig: The New Face of BYD's DENZA Luxury EVs. What an amazing ad.

This has got to be the craziest chart in the world right now (via @bcaresearch)