Alibaba’s Joe Tsai told Europe open-source AI is its only path to independence from both superpowers. The diagnosis is sound — the prescription sells Chinese infrastructure. watchchina.ai on why Europe should take the insight and shop the cure carefully.
Nvidia’s chips can be matched. Its CUDA software moat was supposed to be unbreakable. Today DeepSeek open-sourced Huawei-built tools to route around it — free to the world. watchchina.ai on the assault on America’s last real advantage.
Trump and Xi spent hours on AI and reached no deal — just an agreement not to govern it. watchchina.ai predicted exactly this for four months. The non-outcome is the story: the race now belongs to chips, power, and open-source code.
“AI is improving itself now” is going viral, built on a real DeepSeek engineer’s essay. But he explicitly rejected both readings the hype attaches to him. The real story is an elegy for lost craft — and a window into why talent chooses China’s open labs.
Beijing threatens retaliation over US “smear campaign” sanctions threats. But the real story is the one both governments ignore: Chinese users are flocking to Claude while Americans flock to DeepSeek. The walls don’t work.