2026-02-27
I never tried to build anything with AI coding before this weekend and now I've bought three domains and am working on like 7 small projects that I've been dreaming about for years (!!) And they work! I'm speechless honestly And I'm a stupid peon with seriously limited
@karpathy
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
2026-02-26
I never tried to build anything with AI coding before this weekend and now I've bought three domains and am working on like 7 small projects that I've been dreaming about for years (!!) And they work! I'm speechless honestly And I'm a stupid peon with seriously limited
@karpathy
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the …
2026-02-23
“[HSG's Neil] Shen “hit every single trend” over the past two decades, said Rui Ma, founder of Tech Buzz China, a U.S.-based research firm.” Yes he did, not only did he not miss a single big trend pre-AI, he invested in @Kimi_Moonshot, @StepFun_ai, @MiniMax_AI and @ManusAI. Beat
Wall Street Journal
A profile of Neil Shen of HSG, formerly Sequoia China, which raised $9B from US investors before US restrictions and has funded Manus and other Chinese startups
2026-02-22
“[HSG's Neil] Shen “hit every single trend” over the past two decades, said Rui Ma, founder of Tech Buzz China, a U.S.-based research firm.” Yes he did, not only did he not miss a single big trend pre-AI, he invested in @Kimi_Moonshot, @StepFun_ai, @MiniMax_AI and @ManusAI. Beat
Wall Street Journal
A profile of Neil Shen of HSG, formerly Sequoia China, which raised $9B from US investors before US restrictions and has funded Manus and other Chinese startups
Neil Shen has long bridged both countries, from working at Sequoia after Yale to his own firm
2025-12-18
The new Reuters piece about a top secret Chinese EUV prototype in Shenzhen makes it sound like you can make an EUV machine with just 100 new grads and a few dozen (??) ex-ASML engineers. Really? (China has a literal surplus of STEM PhDs, you can at least get some PhDs?) Also,
Reuters
Sources: China built a working prototype of an EUV machine in early 2025 with a team of former ASML engineers who reverse-engineered the company's EUV machines
In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent …
2025-11-06
This is honestly ingenious though
Wall Street Journal
OpenAI CFO Sarah Friar says an “IPO is not on the cards right now”, and that OpenAI hopes the US government will “backstop” financing of its data center deals
Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments
2025-03-14
You're either selling AI or researching ASI. It's hard to do both. DeepSeek has clearly chosen the latter. It's continuing on OpenAI's original model and mission. Their hiring board says it all: engineers everywhere, just a few finance folks to keep the lights on. No sales, no [image]
Financial Times
Sources: DeepSeek has shown little intention to further commercialize its tech in the near term, instead focusing on model development and building AGI
160-person team focused on developing new models TechRadar : OpenAI calls on US government to ban DeepSeek, calling it ‘state-subsidized’ and ‘state-controlled’ Diya Lal / Tech in ...
You're either selling AI or researching ASI. It's hard to do both. DeepSeek has clearly chosen the latter. It's continuing on OpenAI's original model and mission. Their hiring board says it all: engineers everywhere, just a few finance folks to keep the lights on. No sales, no [image]
The Information
Sources: DeepSeek and its hedge fund parent, High-Flyer Capital, forbid some R&D staff from traveling abroad freely, asking them to hand in their passports
DeepSeek's sudden rise to global stardom has earned the startup a status akin to national treasure in China. Bluesky: @bribox Bluesky: @bribox : Yeah, totally not state-sponsored. ...
2025-01-27
DeepSeek going mega viral right now is probably gonna ruin (at least some of) their employees' Chinese New Year holidays (the Year of the Snake starts 1/29) Is this a coordinated campaign to get back at them for the Christmas (really the 26th) date drop of the V3 technical
Bloomberg
DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead
- App's lower-cost model upends premise for AI spending boom — Stocks of chip gear makers ASML and Advantest plunge
2024-09-13
Not really sure how that's possible when this is the chart for fundraising amounts and # of transactions for the past 5 happy years from the same source, IT Juzi [image]
Financial Times
Sources paint a bleak picture for startup founders in China; IT Juzi report: only 1,202 startups were founded in the country in 2023 compared to 51,302 in 2018
Venture capital finance has dried up amid political and economic pressures, prompting a dramatic fall in new company formation X: @carnage4life , @tonytassell , @michaelxpettis , @...
2024-08-24
So I found the mother lode of all the evidence that Game Science, maker of Black Myth Wukong, is “super sexist.” The thread has comprehensive screenshots of all their supposed wrongs. I consider myself quite feminist, but I don't agree that these show anything but a group of
Wired
Some streamers say the Chinese game studio behind Black Myth: Wukong told them to avoid topics like “feminist propaganda” as part of an early access agreement
Megan Farokhmanesh / Wired :
2024-01-09
A long while ago I translated an article for @TechBuzzChina subscribers on why gaming today is a very hard business and why pretty much only Tencent has been able to get it right consistently over time. Not only is it very difficult to build a true gaming platform, but ByteDance...
Reuters
ByteDance is in talks with multiple prospective buyers, including Tencent, to sell its Nuverse gaming unit, as part of a plan to exit the gaming industry
Josh Ye / Reuters :
2023-05-31
If you are eating someone (rich)'s lunch & they really don't like it, pretty sure founder getting permanent residency in another country doesn't help, as Shein has now figured out Chinese tech entrepreneurs keen to ‘de-China’ as tensions with US soar https://www.reuters.com/...
Reuters
Some mainland China tech entrepreneurs are trying to gain permanent residency or citizenship outside of China to avoid US curbs and biases against Chinese firms
For the ambitious Chinese tech entrepreneur, expanding into the U.S. just keeps getting harder.
2023-02-20
Interesting thread abt how Search and its need for accuracy may not be the right use case for LLMs (right now anyway) & instead of forcing BingChat into being a Google competitor & neutering it, it should pivot into something where the generative creativity is a feature not a bug https://twitter.com/...
The Verge
Microsoft limits Bing chats to five questions per session and 50 questions per day; after five questions, Bing will prompt users to start a new topic
Interesting thread abt how Search and its need for accuracy may not be the right use case for LLMs (right now anyway) & instead of forcing BingChat into being a Google competitor & neutering it, it should pivot into something where the generative creativity is a feature not a bug https://twitter.com/...
Mother Jones
New Bing offers marvelous responses, dangerously convincing falsehoods, direct quotes that appear to be made up, and shocking claims about its own capabilities
“You're in!” the email said. “Welcome to the new Bing!” Last Sunday, I joined a small wave of users granted early access …
2023-01-30
But why will this help when it's been the large number of paid & often irrelevant results that makes it difficult to use https://twitter.com/...
Bloomberg
Source: Chinese search giant Baidu plans to launch an AI chatbot, similar to OpenAI's ChatGPT, in March 2023, initially embedded into its main search services
Baidu Inc. is planning to roll out an artificial intelligence chatbot service similar to OpenAI's ChatGPT, according to a person familiar …
2022-12-22
Also: Going forward, gaming licenses will continue to be more difficult to get (vs before), so Tencent should not waste any chances & only make great titles. WeChat Channels is the hope of the company, and getting closer to ecommerce is its future.
Bloomberg
Sources: at a town hall, Tencent CEO Pony Ma ranted for 10 minutes about staff laziness, graft, “superficial” reforms, Tencent's aging social network, and more
Many multinational CEOs like to close out the year with a message of congratulations.
Continued focus on leveraging the triple threat of WeCom, Tencent Meetings & Tencent Docs as a core B2B strategy. Nothing surprising here, overall about becoming more lean, focused, and concentrating on the product as core strategy, not spending money on buying traffic.
Bloomberg
Sources: at a town hall, Tencent CEO Pony Ma ranted for 10 minutes about staff laziness, graft, “superficial” reforms, Tencent's aging social network, and more
Many multinational CEOs like to close out the year with a message of congratulations.
Jiemian reporting that Tencent's Pony Ma minced no words at the employee meeting on 12/15 where the topic was cost cutting. He also said lots of corruption uncovered this year, and that the investigations made him realize that's why some projects couldn't get off the ground.
Bloomberg
Sources: at a town hall, Tencent CEO Pony Ma ranted for 10 minutes about staff laziness, graft, “superficial” reforms, Tencent's aging social network, and more
Many multinational CEOs like to close out the year with a message of congratulations.
2022-12-07
“Super app” (super dumb name) WeChat very very difficult to replicate! it is your 1) persistent real name identity on the internet but 2) bidirectional & spamproof and 3) built an extremely flexible extensible ecosystem (both content & transactions via miniprograms) https://twitter.com/...
The Information