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Inside China's Machine
Inside China’s Machine: Moonshot
The Largest Open Model Ever Built. Shipped Without a Keynote. It Knocked Chip Stocks Down on Thursday. By Sunday It Had Run Out of Chips. The Constraint…
Jul 21
•
Inside China's Machine
and
Hugo
7
2
6
Inside China’s Machine: Zhipu
The World’s First Listed AI Lab. Up Twenty-Five-Fold at Its Peak. Its Best Model Is Free. It Loses Six Yuan for Every One It Earns. The Price Was Never…
Jul 14
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Hugo
5
2
Inside China’s Machine: X Square Robot
Founded in Late 2023. No Mass-Production Yet. Backed by All Four of China’s Internet Giants. Valued at $2.8 Billion. A Bet on the Brain, Not the Body.
Jul 10
•
Inside China's Machine
and
Hugo
5
1
2
Inside China’s Machine: Cambricon
Once a Huawei Supplier. Nearly Dead in 2019. China’s Most Valuable Stock in 2025. The Chip That Isn’t the Best, But Is the One You Can Buy.
Jul 9
•
Hugo
and
Inside China's Machine
8
1
8
Inside China’s Machine: Unitree
Filed for a $7 Billion IPO. The Price Destroyer. 5,500 Humanoids Shipped. Now Profitable. Waiting on a Brain.
May 11
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Hugo
and
Inside China's Machine
9
7
Inside China’s Machine: The Platform War
Four Tech Giants. Four Strategies: Super-App, Token Hub, Full Stack, Distribution Flood. No Clear Winner. One Map.
Apr 29
•
Hugo
3
3
Inside China’s Machine: DeepSeek V4
Two Open-Weight Models. Eight Chip Families. One Frontier Co-Engineered for Non-Nvidia Silicon. The Stack Was the Moat. Now It Has a Fork.
Apr 27
•
Hugo
20
2
9
Inside China’s Machine: AgiBot
The world’s top-shipping humanoid maker in under three years. Now comes the hard part.
Apr 15
•
Hugo
6
3
Inside China's Machine: Humanoid Industry Landscape
140 companies. Over 10,000 robots. One question nobody is asking.
Mar 6
•
Hugo
4
3
2
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