My entire AI stack is now Chinese 🇨🇳
87% cheaper. same revenue
swaps by task:
1. reasoning / backend brain
Opus 4.8 → Kimi K2.7
benchmark gap: ~8% · price: ~11x cheaper
2. code generation
GPT-5.5 → Qwen 3.7 Max
benchmark gap: ~18% · price: ~7x cheaper
3. agent loops + tool calling
Sonnet 4.7 → GLM 5.2
benchmark gap: ~3% · price: ~5x cheaper on input
4. cheap volume / bulk processing
GPT-5.5 mini → MiMo V2.5
benchmark gap: ~6% · price: ~12x cheaper
5. image generation
GPT-Image-2 → Wan 2.5
benchmark gap: ~5% · price: ~8x cheaper
6. video generation
Sora 2 → Kling 3.0
benchmark gap: roughly equal · price: ~6x cheaper
[ result after 30 days: ]
operating costs dropped 87%, output quality dropped 4% on average, revenue unchanged
the most important that these models will be not banned in a month and i can run them locally
nobody will steal my data and i can learn them as i need
full article drops tomorrow with:
> exact routing logic per task type
> the 2 cases where I still pay for American
> the migration playbook anyone can copy in a weekend
VERY IMPORTANT to get migrated now, while it's not too late
The irony in this story is overwhelming.
The guy fled China in 2014 because he faced prison for fraud and corruption. No-one believed China, despite them issuing an Interpol Red Notice for his arrest. Western media and US officials universally presented him as a brave dissident unfairly harassed by the "CCP" in a "politically motivated" way (https://t.co/z0vpZvYDrT) because he was fighting corruption (see this VOA story for instance: https://t.co/0rC47K7QDM), a complete inversion of reality.
Steve Bannon even started a nonprofit with him called the "Rule of Law Society." The irony writes itself.
Long story short and true to form, Miles Guo used his "dissident" credibility in the US to - guess what - defraud Americans of $1 billion.
And here we are, 12 years afterwards, with US courts essentially concluding "yeah no, he is actually a crook, our bad."
Which makes it probably the most expensive fact-check in history: $1 billion of damage to verify what an Interpol Red Notice said a decade ago.
I know I'll sound like a broken record but this is yet another fantastic illustration that the kneejerk anti-China bias in Western media is actively harmful. When China says "careful, that guy is a dangerous crook" maybe, just maybe, it's worth checking before branding him with a heroic "dissident" narrative that he can then use to rob your people's life savings... Just a thought 🤷
Remember the Jensen interview with Dwarkesh? Banning NVIDIA chips was a huge mistake. Deepseek was trained optimizing Huawei chips already and more Chinese labs will adopt the same.
Cutting ties with China hoping that would kill their AI progress was a policy mistake. Export control on Fable was a mistake. Banning NVIDIA was a mistake.
AI is a paradigm shift, and to win you must play the long game and make sure everyone adopts you first. US starts the AI revolution but being closed is NOT the right strategy. It's short-sighted, and lacks strategic vision.
When Panama stole port companies from China, China didn't bomb
When Dutch stole Nexperia, China didn't bomb
When US kidnapped Venezuela's Maduro, China didn't bomb
When US killed Iran's Khamanei, China didn't bomb
Yet we're told China is militant & wanting to take over world
Çin markaları sadece ucuz olduğu için değil, yenilikçi olduğu için de tercih ediliyor. Adamlar ar-ge’ye deli paralar harcıyor ve günün sonunda böyle basit ama kullanıcı dostu ürünlerle pazarları fethediyorlar.
Çin’in 2025’teki ar-ge yatırımları 571 milyar dolar ve dünyada ar-ge’ye en çok para harcayan ülke.
Elon, I can give you many, many names of people who have died because of your aid cuts.:
*Yamah Freeman was a 23-year-old woman who died in childbirth because you stopped paying for the diesel for ambulances in her part of Liberia. I talked to her parents and sister in their village.
*Gbessey Kiadu, age 1, died of malaria because of your cuts in Liberia. I talked to his mom in her village.
*Ibrahim Koroma, an infant, died of AIDS in Sierra Leone after you interrupted HIV supplies. I talked to health workers who cared for him.
*Achol Deng was an 8-year-old girl with HIV in South Sudan who died when you cut funding for the health care worker who provided her medicines. I talked to him.
I could go on and on. In almost every village you go to in South Sudan, Uganda, Liberia, Sierra Leone or other countries I reported in, you find people dying because of aid cuts. I challenge you: Come with me on a reporting trip, and we'll talk to these moms and dads, and you'll see the dying children themselves. I think if you see the kids whose lives are at stake, maybe you'll change your mind.
Three world-class high-performance carbon fiber production lines were put into operation on Sunday in east China's Jiangsu Province, strengthening the country's supply of high-end carbon fiber products. The new lines are made up of a 5,000-tonne large-tow carbon fiber line, a 1,000-tonne SYT70 T1100-grade high-strength carbon fiber line, and a 600-tonne high-modulus carbon fiber line.
Carbon fiber, known for its light weight, high strength and corrosion resistance, is widely used in fields such as new energy, aerospace, deep-sea, deep-Earth and deep-space applications, sports equipment and 3C electronics.
Imagine pulling into a petrol station & discovering your fuel was free.
That's exactly what I'm doing right now in Nambucca Heads.
⚡Free 11 kW charging
💰Cost: $0
🛒Time spent: buying groceries
The future is driving powered by increasingly free electricity. #Bettrification
China’s is seeing unprecedented money supply growth:
China's M2 money supply is up to a record ~240% of GDP, the highest among any major economy in the world.
This metric has surged +100 percentage points since the 2008 Financial Crisis.
Over this period, China’s M2 money supply has surged +500% in Dollar terms.
By comparison, the country's gold reserves and total FX reserves have risen +100% and +60%, respectively.
To put this into perspective, Japan's M2-to-GDP ratio, the next highest, stands at ~185%, while the US sits at ~70%.
China's monetary expansion is unlike anything seen among major economies.