top of page
All Posts


GLM-4.7 vs. GPT-5.2: The World’s First Public LLM Giant vs. Silicon Valley’s Private Hype
GLM-4.7 vs GPT-5.2 coding benchmark While the world spent the last five years staring at Palo Alto, the tectonic plates of Artificial Intelligence just shifted 6,000 miles to the West. It is 2026, and the "Intelligence Gap" has officially closed. In a single week, the narrative of Silicon Valley’s untouchable dominance was shattered—not by a better marketing campaign, but by a 94.2% math reasoning score and a $14 billion IPO. Meet Zhipu AI , the Tsinghua-born powerhouse that
Stephen
Jan 179 min read


The 270-Day Exit: Inside Meta’s $2 Billion Acquisition of Manus AI
If an AI startup went from product launch to a multi-billion dollar acquisition by a Big Tech titan in just nine months, would you call it a myth or a miracle? As 2025 draws to a close, Silicon Valley has witnessed exactly that. In a move that sent shockwaves through the industry, Meta (formerly Facebook) announced the lightning-fast acquisition of Manus , the general-purpose AI Agent powerhouse. This isn't just Meta’s third-largest acquisition in history—following WhatsApp
Stephen
Dec 30, 20258 min read


The Huawei Paradox: How Sanctions Spawned a Parallel AI Universe
Prologue: The Reversal that Shook the Valley December 2025. A quiet but tectonic shift occurred in Washington D.C. that few outside the industry noticed: The U.S. government authorized the export of Nvidia H200 accelerators to China, despite years of escalating bans. The reason? The Ascend 910C. The rapid development of Huawei’s latest AI chip—and specifically its massive CloudMatrix 384 system—created a paradox for U.S. policy. If American chips were banned, Chinese compan
Stephen
Dec 30, 20256 min read


Moonshot AI: The Architecture of Infinite Memory and the "Idealist" Path to AGI
Prologue: The Memory Bottleneck In the race for Artificial General Intelligence (AGI), Silicon Valley has traditionally been obsessed with compute —the sheer brute force of reasoning. But in Beijing, a rising star named Moonshot AI identified a different, more human bottleneck: Memory. As founder Yang Zhilin famously posed: "If an AI cannot remember an entire book, how can it truly understand and reason about a complex world?" While competitors were busy building flashy avat
Stephen
Dec 21, 20254 min read


Qwen vs. GPT: The Chinese Open-Source AI That Sparked Silicon Valley's Panic
Prologue: The Heist That Wasn't Silicon Valley, December 2025. The air is thick with a new kind of tension. In venture capital meetings, developer forums, and the halls of Washington D.C., a single name is whispered: "Qwen." The story begins not with a typical product launch, but with a quiet, seismic release on a developer platform. It ends with a U.S. government scramble to understand an entirely new policy problem: how to regulate an open-source AI model anyone could downl
Stephen
Dec 14, 20254 min read


The Rise of DeepSeek: From Quant Trading Genius to AI Industry Disruptor
The Outsider Advantage: Why DeepSeek is Rewriting the AI Rulebook In the high-stakes, multi-billion-dollar race dominated by global AI giants, a name from China is quietly changing the game: DeepSeek . This isn't just a story about a technical marvel; it's the legend of a former quant trading prodigy who crossed over to become an AI industry disruptor. While most companies are locked in a battle of parameter scale, DeepSeek has carved out a unique path, driven by an obsessiv
Stephen
Dec 10, 20255 min read


Exploring LLM Innovations: AI Trends in China
The rapid advancement of artificial intelligence (AI) has transformed various sectors globally, and China is at the forefront of this revolution. With its unique blend of government support, a vast talent pool, and a booming tech industry, China is making significant strides in large language models (LLMs) and AI innovations. This blog post delves into the latest trends in AI within China, highlighting key developments, challenges, and future prospects. The Rise of LLMs in Ch
Chen Kuan
Dec 5, 20254 min read


Investing in AI: China’s Booming Tech Landscape
China is rapidly emerging as a global leader in artificial intelligence (AI), with investments pouring into the tech sector at an unprecedented rate. The country's commitment to becoming a powerhouse in AI technology is evident in its strategic initiatives, government support, and the vibrant ecosystem of startups and established companies. This blog post explores the current state of AI investment in China, the driving forces behind its growth, and what it means for investor
Chen Kuan
Dec 5, 20254 min read


The Future of LLMs: Insights from China's Tech Sector
The rapid evolution of Large Language Models (LLMs) is reshaping the landscape of artificial intelligence, and nowhere is this more evident than in China. As a global leader in technology and innovation, China's tech sector is at the forefront of LLM development, pushing boundaries and setting trends that could define the future of AI. This blog post explores the current state of LLMs in China, the key players involved, and the implications for the global tech landscape. A gl
Chen Kuan
Dec 5, 20256 min read
bottom of page