Alan Wong

China economy & government team leader at Bloomberg News. Past lives @nytimes, @VICEWorldNews, @SCMPNews

[Alan Wong @alanwong]

That lighting is a choice

[Bloomberg @business]

The Chinese government has taken possession of potentially sensitive F-35 stealth aircraft parts that were inexplicably diverted to Hong Kong while being sent to the US from Australia, people briefed on the incident said. https://t.co/WNjYQxtIic

📷️: Carla Gottgens/Bloomberg

[Alan Wong @alanwong]

@HSPekingpanda DeepSeek it is. Liang doesn’t seem to be in a hurry to do that. Maybe he will when DS Harness gains more market share

[Alan Wong @alanwong]

I splurged on a $3,999 Mac Studio to run China's open-weight models at home for free, forever. They're as good as they're cracked up to be.

They're also highly replaceable. So what does China actually get out of giving them away?

[Alan Wong @alanwong]

Shared some of my views in this doc. Full video on YouTube (linked below)

[Bloomberg @business]

China’s AI firms are rapidly expanding their reach with low-cost models. What does that mean for the US-China race for AI supremacy? https://t.co/7l66940eNg

[Alan Wong @alanwong]

Guess we’re seeing that in Kimi K3’s license already. It’d help if these companies had a differentiated model, otherwise why wouldn’t you use another open model with a more permissive license that requires no revenue sharing? https://t.co/47SXkha8ct

> If the Licensee or any of its affiliates operates a Model as a Service business,
and the aggregate revenue of the Licensee and its affiliates exceeds 20 million
US dollars (or the equivalent in other currencies) in total over any consecutive
12 months, the Licensee must enter into a separate agreement with Moonshot AI
before using the Software or its derivative works for any commercial purpose

[Alan Wong @alanwong]

@JeffBoeker Agreed. Perhaps not dissimilar to how frontier labs are effectively subsidizing tokens and looking for opportunities to convert and raise pricing down the road

[Alan Wong @alanwong]

@liqian_ren The new Mac Studio is just around the corner and might be the easiest way to get started. Nvidia’s GPUs are still much faster though if you need AI for real-time work or to handle a large context

[Alan Wong @alanwong]

Thanks for reading. More in my first weekend essay for Bloomberg: https://t.co/VRKptzjeY0

[Alan Wong @alanwong]

Now, monetizing isn’t the only way to “win in AI.” Diffusion can help China grow its economy, and cheap intelligence makes its AI robots and Huawei chips more attractive.

But open models are not exclusive to any country — the rise of DeepSeek, Qwen and Kimi also creates demand for Nvidia chips, SK Hynix memory and other equipment needed to run these models in data centers globally.

And they helped Apple sell an almost $4,000 machine to me

[Bloomberg @business]

US Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng will lead talks on trade and other pressure points Sunday in New York https://t.co/EV3maZdGHt

[Alan Wong @alanwong]

NEW: Germany and the Czech Republic denied requests for Taiwan President Lai Ching-te to transit through Europe earlier this month, dooming his last-minute effort to circumvent a China-backed blockade of his first diplomatic trip to Africa https://t.co/cqI2gbSVXK

[Bloomberg @business]

EXCLUSIVE: China moves to restrict banks, state firms and government bodies from using OpenClaw AI apps on office computers over security concerns https://t.co/kh1kKyY6wO

[Brad Setser @Brad_Setser]

Great reporting here from Bloomberg

[Michael Pettis @michaelxpettis]

1/5
Bloomberg: "The scale of the problem is staggering. Trade data released Thursday showed a record $112 billion gap between what China reported exporting to the US and what US Customs said actually arrived last year."
https://t.co/iKLAjNTlC6