Zijing Wu
@zijing_wu
Technology and all things interesting @FT in HK. Returning to journalism (ex BBG) after a decade as investor/entrepreneur. Still an idealist. Opinions mine.
563 Following 11.8K Followers
Great one from Will. The Chinese version of circular financing:
Humanoid robot makers are generating much of their revenue from selling machines to government-backed training centres — which then collect and sell training data back to the robot makers.
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Scoop: China eases limits on Nvidia H200 chips
* ByteDance & Tencent received ~10K H200s; more to expect shipments of similar size
* Beijing tells cos to keep majority in HK (total H200 stock ~500k) but city lacks capacity to support use
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Scoop: China poised to lift travel ban on Manus founders
* Red told team he will soon return to Singapore where the co will continue to operate from independently
* Manus plans major update after deal completion and ARR remains $300m+ post Meta
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”No matter what lies ahead, a minefield or an abyss, I will have no hesitations and will blaze my trail, devoting myself entirely to my people and my country until the last day of my life.”
Zhu Rongji, reforming Chinese premier, 1928-2026
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Dangerous to be on the lower end of the value chain, no matter where you are, esp standardised processes such as IT and customer services. And coding starts fall under that category.
@zijing_wu Interesting to compare and contrast India and the Philippines 👇.
I suspect it has to do with IT services (where India’s services sector leans) vs. customer-facing BPO (where Philippines leans)
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Great reporting on the ground from Chris and Krishn. “In India, a traditional IT job is totally dead.”
The AI threat to India’s IT jobs machine
The Greater Bay Area is becoming real, no longer just a political buzzword. Recently a tech founder told me he’s based in the Bay Area, and it took me a while to figure out he actually meant the GBA… 湾区 vs 大湾区
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Was told it takes only about 30K GPUs to pre train a mega model. Inference compute is the real monster. But then most likely they’ll just serve distilled smaller models.
Chinese AI labs seem confident they have the compute needed to pre-train 5-10 trillion parameter models.
Someway, somehow compute does not seem to be such a major bottleneck, at least when it comes to reaching these levels of model size.
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The next hot IPO may not happen so soon as Moonshot is still required to dismantle its VIE structure
Moonshot shake-up seeks to win Beijing nod for stock market debut
ByteDance targets mega AI model nearing Anthropic’s Mythos
* Close to 10T at early stage of pre-training (Mythos est 8T)
* Multiple Chinese labs training models ~5T (Fable est 5T)
* Seed’s no distillation approach for 1+ years
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Starting a zoo at my office. Could I have a whale next?
Why our civilisation may be at dusk: we turn greatness into privilege, and demand apologies for it.
A rare interview where I found the questions more captivating than the answers. Well done @ZhugeYY
Here is my interview with Christopher Nolan: are you a bard for a civilization at dusk?
Latest Big Read: ByteDance’s big bet on AI
Gold.
Top Democrat says Trump administration is worsening chip shortage & asks if administration will allow US companies to buy memory chips from CXMT, Chinese company blacklisted by the Pentagon.
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For those who are not familiar with the style of caricature.
Meanwhile do read the text and you’ll find Zhilin a true rock star.
My first FT column: Why the US is losing Chinese AI stars
Meanwhile there is a lawsuit just settled: US judge approves Anthropic's $1.5 billion copyright settlement
If there has been “theft” that suggests a crime has been committed. But I am unaware of any lawsuits being filed. No company should be allowed to declare infringement without adjudication. I’m not convinced a court would call using a product as it’s designed theft.
There is a reason this is being “lobbied” in DC instead of the normal court systems.
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Scoop: China weighs tighter export controls on
1. taking data overseas for training; open model weights
2. advanced chip fab overseas
3. acquisition of AI start-ups
* Regulators are consulting tech firms with no final decision made
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The Kimi Moment.
It’s currently fundraising at $31.5B btw, vs Anthropic & OpenAI at close to $1T.
Big news: Kimi-K3 by @Kimi_Moonshot is now #1# in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.
This is a 17-place jump from Kimi-k2.6 (#18# -> #1#).
In Frontend, Kimi-K3 ranked #1# in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2# only in Gaming behind Fable 5.
The full model weights will be released by July 27.
Congrats to the @Kimi_Moonshot team on this major milestone!
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