Live and recent posts from across the Fediverse tagged #chinaai, aggregated by home.social.
China’s AI market still refuses to consolidate.
In our conversation with Jing Yang, Asia Bureau Chief at The Information, we explore why China still has ByteDance, Baidu and a strong tier-two field like Kuaishou/Kling—across language and video models. Unlike the US, there’s no clear shakeout yet.
Watch on YouTube: https://youtube.com/shorts/0ayXJjeZ7Og
New episode: Jon Russell of Asia Tech Review joins us to explore how Chinese AI moved from challenger to global export industry. Z.ai and MiniMax posted 300%+ revenue growth in their first public earnings—so why do conventional valuation ratios still fall short?
Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT
#ChinaAI
Our new episode is out: we talk with Jon Russell of Asia Tech Review about how Chinese AI moved from challenger to global export industry.
Z.ai and MiniMax reported first public earnings, with revenue growth above 300%—yet conventional ratios still can’t explain their valuations. What does that reveal about China’s AI market?
Watch on YouTube: https://youtu.be/kt9eCqM-0Hw
#ChinaAI
Why hasn’t China’s AI market consolidated?
Jing Yang is surprised too: while the US has narrowed to a few frontier-model players, China still has ByteDance, Baidu, Alibaba, Tencent—and a deep second tier across language and video models.
Watch on YouTube:
https://youtube.com/shorts/0ayXJjeZ7Og
https://winbuzzer.com/2026/10/05/earthmade-owner-charged-with-300m-nvidia-server-smuggling-xcxwbn/
Earthmade owner Greg Lui faces federal charges over allegedly sending Nvidia-equipped servers to China using false records and overseas intermediaries.
Jing Yang points out the $0 revenue trap squeezing China’s AI startups. Giants like ByteDance and BAT can open‑source thanks to cash‑cow businesses, but labs such as Z.AI and MiniMax struggle when most income comes from one‑off on‑premise deals. The open‑source flywheel fuels user data, leaving smaller players in a crisis.
Watch on YouTube: https://youtube.com/shorts/pCpTgBsH9zo