Vacation = working from another place 🥲 The AI market never gave me a break.
Organizing an AI researcher/startup founder night in Singapore. Whom should I invite?
Hotel I stayed in Hangzhou serves breakfast until 1pm. How good is that?! #OnlyinChina#
Richard Sikang Bian is the Head of Product and Operations for Ant Ling, the foundational LLM at Ant Group's InclusionAI lab.
He leads the “Model as a Product” team, helping turn AI research into tools developers and businesses can use. In this conversation, Richard explains Ant Ling’s investment in Flash models and specialized capabilities for finance and health, and why he thinks many general models are “intelligent at everything, but they specialize in nothing.” @itsyiwenlu @Valley101en
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DeepSeek updated V4.1-Flash. But what does “flash” really mean?
Small? Fast? Cheap?
@AntGroup's Richard Bian (@RichSFO) tells @itsyiwenlu why flash means speed, not size—and why the industry keeps releasing flash models.
Watch the full interview:
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Congrats @AndrewDai and the @ElorianAI team on launching Glimpse!
When Andrew joined Valley101's podcast, he made a compelling argument: we won't reach AGI without solving visual reasoning.
Today's AI can reason remarkably well about words, but understanding the physical world is a fundamentally different challenge. The next frontier isn't just teaching AI to describe what it sees. It's teaching AI to understand how the world works, how it changes, and what happens next.
That's the foundation of world models, robotics, and ultimately, intelligence that can act in the real world. Exciting to see this vision becoming reality!
If you are interested in what Andrew wants to build, check out our previous podcast here 👉
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Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that.
Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.
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Have a glimpse at this! Nice work, @AndrewDai and Elorian folks!
Congratulations on the launch @quinn_leng Agents NEED to work with each other and glad to see startups are working on that!
Introducing Kylon: The first company harness for your humans, agents and tools.
Whether you’re using Codex, Claude, Devin, Hermes, Gemini CLI, OpenClaw, Muse, Instinct, Grok Bot, Dots, Perplexity Computer, Cursor, Antigravity, Microsoft Autopilot, Amp, Droid, Kiro, Cline, OpenCode, Replit Agent, Lovable, v0, Gmail, Slack, Apollo, Supabase, Apify, Treg, Neon, Vercel, Databricks, Novita, RadixArk, GitHub, Seedance, Fish Audio, Plaud, OpenRouter, Gemini, Google Sheets, TikTok Shop, Outlook, Google Drive, Instagram, Airtable, Google Calendar, Asana, HubSpot, Corgi, SharePoint, Google Tasks, Notion, Google Workspace, Telegram, LINE, Zoho Mail, Meta Ads, Google Search Console, Fathom, ClickUp, Reddit, Granola, Google Docs, OneDrive, tl;dv, Amplitude, Dropbox, YouTube, Ahrefs, Xero, HighLevel, Google Analytics, Google Slides, Monday, QuickBooks, ElevenLabs, Linear, PostHog, LinkedIn, Runway, Zoho Bigin, Stripe, Exa, Cal_com, Box, Google Meet, TikTok, Wise, Mercury, Deel, Replit, Resend, Zoom, Fireflies, Typeform, Canva, Facebook, Google Admin, Hostinger, Google Maps, Retell AI, UptimeRobot, Google Photos, Excel, Cloudflare, Beehiiv, Vapi, 1Password, RunPod, Unipile, Read AI, Figma, Microsoft Teams, Trello, Salesforce, Jira, Confluence, Miro, Coda, Todoist, Basecamp, Wrike, Zendesk, Intercom, Freshdesk, ServiceNow, Gorgias, Mailchimp, ActiveCampaign, MailerLite, SendGrid, Postmark, Customer_io, Gong, Clay, Greenhouse, FreshBooks, Zoho Books, Brex, Ramp, PandaDoc, Google Ads, Microsoft Ads, Pinterest Ads, Semrush, Moz, Mixpanel, Google Tag Manager, Microsoft Clarity, Tableau, Metabase, Snowflake, Google BigQuery, ClickHouse, Wix, Contentful, Sanity, Bubble, Make, GitLab, Bitbucket, Sentry, PagerDuty, Grafana, New Relic, Docker Hub, DigitalOcean, Render, Firebase, Prisma, Algolia, Cloudinary, LaunchDarkly, Postman, Midjourney, Veo, GPT-Image2, NanoBanana, Flux, Kling, MiniMax, Replicate, HuggingFace, DeepSeek, Mistral AI, Ollama, Firecrawl, Eventbrite, Webex, Toggl, Harvest, Tailscale, Mural, Discord, TickTick, Calendly, Attio, Higgsfield, Square, Wispr Flow, Readwise, Bright Data, Google Places, FastMoss, PageSpeed Insights, Kalodata, Cerebras, SerpApi, DataForSEO…
Kylon enables them to work better, together.
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Yes here’s a grand piano for a tech conference 😎😎 #硅谷101科技大会# only few tickets left 👉
Where will the next breakthrough come from?
This Saturday, I’m moderating the Neolabs panel at Alignment 2026 Summit with @CarinaLHong (Axiom), @AndrewDai (Elorian) and @tydsh (Recursive).
Math, visual reasoning and AI that improves AI.
Oct 10 · @thevalley101 @Valley101_Qian @hongjun60 @naomiiixia
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Fully autonomous, no wheel, no pedals, no mirror. #Cybercab# operating in Austin. Let’s see how fast they can expand the fleet, vs. Waymo.
Thanks @Tesla for inviting us to visit Austin’s gigafactory. Unfortunately we can’t film inside, but still super impressed to learn how efficient the Cybercab production will be.
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Uncertainty and change are constant.
When bad news hits — and it will — take it.
Digest it. Understand what happened. Think through the solutions.
Solve the problems. Fix what’s broken. Try everything you can, every way you can.
Then hope for the best.
That’s how things get done.
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The story on the rise of Cerebras, explained by Valley101’s Yiwen. @itsyiwenlu
What if the future of AI compute isn’t just more GPUs?
Cerebras bet on a chip nearly the size of an entire silicon wafer. A decade later, that bet has taken it from Baidu-era scaling laws to G42, OpenAI, inference—and an IPO.
Here’s the full story：
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Finally.
Valley 101, one of most prominent Chinese tech podcasts, now has an English-language channel.
I’ve loved their shows for years. So many times, I wanted to share an episode with American colleagues or friends, only to remember they couldn’t understand Chinese.
Valley 101 does thoughtful, long-form reporting on technology, business, and the people shaping Silicon Valley and China’s AI industry. You hear directly from the founders, engineers, researchers, and investors closest to the work.
The timing feels right. Just yesterday, Bilibili began rolling out its new international app, starting with Android, as part of a broader push to reach overseas viewers and creators.
A widely cited study found that 47% of the world’s top-tier AI researchers in 2022 received their undergraduate education in China. There is no shortage of Chinese technology stories worth telling, or talented people creating work that could benefit the rest of the world.
The language barrier has kept too many of those stories inside one ecosystem.
I’m glad Valley 101 is helping them travel.
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New episode on our English Channel. Interesting to see data companies are making so much money this year. How long can this last?
How much does Silicon Valley actually care about China’s latest AI models?
@Valley101_Qian @itsyiwenlu at @Valley101en sat down with Xing Meng of @5YCapital during his trip to the Bay Area for a deep dive into China’s AI ecosystem.
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At WAIC 2026 in Shanghai, we sat down with Vincent Koc @vincent_koc , Chief Architect of the OpenClaw Foundation, to revisit the open-source AI agent framework that took the global AI community by storm, drove Mac minis to sell out in China, and triggered intense debate over AI safety, security, and control.
Vincent reveals what happened after the viral frenzy and the so-called “uninstall wave”: OpenClaw’s weekly NPM downloads actually climbed from 2.5 million to a record 4.2 million. Behind that growth are two very different forces—Chinese companies pushing employees to adopt AI agents through automation-driven KPIs, and Western users quietly bringing agent tools into the workplace from the bottom up. Our conversation also explores what happened after OpenClaw founder Peter Steinberger joined OpenAI. Rather than being absorbed into a single company, OpenClaw moved into an independent nonprofit foundation intended to preserve the project’s open-source identity. Peter continues to provide technical stewardship, while the Foundation has taken on the work of keeping the project alive. In the post-Claw era, the agent landscape is already being rewritten. The bigger question is: when will the "Aha moment" arrive for personal AI?
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Chinese AI labs are catching up quickly, with recently released GLM-5.2 and Meituan releasing LongCat-2.0 (trained and run entirely on domestic chips).
Recently, a group of U.S. AI researchers traveled to China to get a firsthand look at the country’s fast-moving AI ecosystem. During the trip, they visited AI labs and companies across Beijing, Hangzhou, and Shanghai, meeting with teams from Alibaba, Moonshot AI, Zhipu AI, Tsinghua University, Meituan, Xiaomi, Qwen, Ant Group, and
Nathan Lambert @natolambert , a prominent AI researcher known for his work on RLHF and open-source AI, joined the trip.
What did someone who has spent years at the front lines of America’s open-model movement see when he stepped inside China’s AI labs? How is the competition between the United States and China changing? And what does the next phase of the global AI race look like?
In this episode of Silicon Valley 101, we flew to Seattle and sit down with Nathan to talk about what he learned in China — and where he believes the AI world is heading next.
English version:
Chinese subtitle version:
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We flew to Seattle and filmed an interview with Nathan Lambert @natolambert , talking about his journey to China, where he visited many top Chinese AI labs and companies. Very interesting perspective from a U.S. AI researcher. Airing on Valley101 tomorrow. 🎙️
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Interviewing Tim Cook by Valley101:
Q: I know there is a regulation issue (of Apple AI in China & EU). How long will it take?
A: I'm not sure, but we're working really hard on it and hope to be there just as soon as we can. China is a very important market for us.
Q: You have a long-term good relationship with China and Apple fans there. Do you have anything to say (to them)?
A: Well, I'm an old friend of China and the Chinese people, and I will keep coming. I will keep showing up.
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