Jonathan Cheng
@JChengWSJ
China bureau chief @WSJ. Formerly of Korea, New York, Hong Kong bureaus. Author of KOREAN MESSIAH (Alfred A. Knopf), out now.
3K Following 92.4K Followers
China’s DeepSeek Prepares to List Shares in Shanghai Next Year—AI developer needs more funds for costly research in race with Anthropic and other U.S. companies
@raffaelehuang
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The Economist: “Brazilians are going gaga for Chinese brands…Affluent Brazilians drive cars made by BYD, use phones made by Huawei, watch televisions produced by Hisense, order meals with 99Food, a delivery app, and shop online at Shopee.”
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“How a Crypto Exchange Became a Major Hub for Illicit Iranian Cash…Haipo Yang, a former Tencent engineer who runs one of the world’s largest bitcoin mining pools, launched CoinEx from Hong Kong in 2017.”
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“Xi Jinping’s June 8 visit to Pyongyang left denuclearization unmentioned, suggesting that Beijing no longer asks Pyongyang to surrender its weapons…Beijing has stopped discussing nuclear issues on the Korean peninsula in public statements.”
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InSilico Is on a Mission: Be No. 1 in China, Create ‘God Drug’ With AI—“The best way to compete with China is to compete in China. Otherwise, you’re going to lose the biggest market that the world will ever see.”
@jasonchau9903
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.@dylanloh: “The retreat of wolf warriorism as a stylistic mode does not mean its underlying logic has dissolved. Many of these assertive diplomatic practices predate Xi Jinping, and many will outlast him.”
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U.S. Bans Polestar, Chinese-Owned EV Maker, From Selling Cars in the U.S.—Government rule prohibiting Chinese software in cars results in Polestar bowing out of U.S. market
@ryanfelton
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The Economist: “Perhaps more surprising is that there are new entrants to the crowded Chinese EV market at all. No fewer than 143 EV brands sold at least one car last year…Even so, 23 new EV brands were launched while just nine were halted.”
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“Realization is growing across the world that the Trump administration…has spent blood, bombs, money, and years of diplomacy on a war it did not need to fight and handed the strategic windfall to a country that never fired a single shot: China.”
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“While having too few people often means there isn’t enough talent to choose from, having too many has its own drawbacks. The number of players that a country’s professional leagues can support.”
@SixthTone
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Reuters: Chinese cybersecurity firm 360 Security Technology has developed what it calls a domestic answer to Anthropic's Mythos, it said on Wednesday, casting the U.S. model as a strategic cyber capability that China could not afford to lack.
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@kowsmann @josephpisani @BrianSpegele @hannahmiao_ @raffaelehuang @AnnieLinskey @jhsugden @PatThomas1318 @Lingling_Wei @Kubota_Yoko @joyuwang U.S. Trade Representative Jamieson Greer also previewed some expected announcements. “We expect to also see an agreement for double-digit billion purchases of ags over the next three years, per year, coming out of this visit,” he said on Bloomberg TV.
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Trump Brings Nvidia’s Jensen Huang Along on China Trip—A last-minute addition to the group of CEOs joining President Trump on his trip to China was Nvidia Chief Executive Jensen Huang, who wasn’t initially included on the travel list.
@AmrithRamkumar
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China’s ‘Two Billion Feet’ Are Suddenly Running From Nike—Quick-moving domestic brands are now able to match American quality and cachet in the hypercompetitive and increasingly nationalistic market
@JonathanEmont @intipach
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