It's All China AI All The Time
Summary
This episode covers Alibaba’s launch of the Qwen 3.5 Max model and Moonshot AI pausing Kimi K3 signups due to overwhelming demand. It details the Trump administration’s potential regulatory squeeze on Chinese AI and Hugging Face’s use of China’s GLM 5.2 for breach forensics after U.S. guardrails blocked analysis. Additionally, Ben Thompson discusses AI token economics, while Google develops a specialized chip integrating Gemini directly into silicon.
Topics discussed
Intro: Alibaba Qwen, Moonshot, and Google chip news
Ad: Vanguard Investor Choice proxy voting
Alibaba launches Qwen 3.5 Max; Moonshot pauses signups
Trump admin weighs restrictions on Chinese AI models
Ben Thompson: Tokens aren't commodities, intelligence is
Ad: Scribe workflow AI platform
Hugging Face uses Chinese GLM model for breach forensics
Google developing 'Frozen' chip with Gemini baked in
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