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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
12
2
7
Zhipu AI
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
•
Hugo
and
Inside China's Machine
7
2
Humanoid Robotics Value Chain
The trillion-dollar stack. Six layers. Three profit pools. Where the next decade of capital actually accrues.
May 14
•
Hugo
and
Inside China's Machine
12
8
Unitree
Filed for a $7 Billion IPO. The Price Destroyer. 5,500 Humanoids Shipped. Now Profitable. Waiting on a Brain.
May 11
•
Hugo
and
Inside China's Machine
13
8
China’s AI Platform War
Four Tech Giants. Four Strategies: Super-App, Token Hub, Full Stack, Distribution Flood. No Clear Winner. One Map.
Apr 29
•
Hugo
and
Inside China's Machine
6
4
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
and
Inside China's Machine
25
2
12
AgiBot
The world’s top-shipping humanoid maker in under three years. Now comes the hard part.
Apr 15
•
Hugo
and
Inside China's Machine
7
3
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