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Kai-Fu Lee no longer benchmarks 01 AI against OpenAI or Anthropic. His reference point is Palantir.
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Kai-Fu Lee no longer benchmarks 01 AI against OpenAI or Anthropic. His reference point is Palantir.
The company has largely exited the foundation model race. Instead: sovereign AI deals across Central Asia, the Middle East, and Southeast Asia. Rmb 500m in 2025 orders, Rmb 1.5bn
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twitter.com)
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Poe Zhao
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The AI jobs debate has two camps. Andrew Ng says no jobpocalypse. His post drew 810,000 views. Anthropic’s study found no systematic unemployment among AI-exposed workers.
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The AI jobs debate has two camps. Andrew Ng says no jobpocalypse. His post drew 810,000 views. Anthropic’s study found no systematic unemployment among AI-exposed workers.
Both share one blind spot. Neither looked at China, where 12.9 million students registered for gaokao in
时政
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twitter.com)
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Poe Zhao
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🤔 China's LLM open source game is splitting into two clear camps.
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🤔 China's LLM open source game is splitting into two clear camps.
- Big tech (Alibaba, Tencent, ByteDance, Baidu) are going wide with foundation models across every parameter size.
- Startups (Zhipu, MiniMax, Moonshot) are going narrow, betting everything on code generation.
时政
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twitter.com)
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Poe Zhao