tphuang

BYD today launched Sea Lion 06 DM-i/EV, its SUV geared for mass mkt. Dimension 4810/1920/1675mm wheelbase 2820mm PHEV priced from 139.8k (121km BEV range) to 156.8k (170km BEV) BEV priced from 143.8k (520km range) to163.8k (605km range). Song family have been BYD's top selling…

Alibaba has unveiled its new Quark AI glasses. Is deeply integrated w/ Qwen AI models, Alipay, Gaode mapping, music, translation & more. Another busy mkt for consumer products aimed @ greater AI adoption

Dalian COSCO Shipping Heavy Industry Terminal completed world's 1st green ammonia marine fuel bunkering w/ ammonia supplied from Envision's project in Chifeng, Inner Mongolia. While future of green marine fuel is undetermined at this pt, Dalian is building infrastructure to…

JD Cloud introduces JoyAgent, the 1st 100% open sourced enterprise-level agent. It has been tested/trained on JD's internal application & can now be deployed indecently by any company. Interacts/uses up to 10 large models. Products like this will allow more companies to build AI…

World's First Ton-Class eVTOL Certified & Delivered! China Debuts World’s 1st Certified Ton-Class eVTOL! 🚁   The V2000CG "Carrie O" by Fengfei Aviation just made history as the first ton-class eVTOL with FULL AIRWORTHINESS TRI-CERTIFICATION (TC/PC/AC) 🏆! This unmanned electric…

Lishuan Tech unveils its domestic 6nm gaming GPU @ WAIC 2025. Consumer grade 7G106 & professional 7G105 Supports DirectX 12, Vulcan 13, OpenGL 4.6, OpenCL 3.0 & other widely used API. Uses self dev'd TruGPU architecture. Mass production for 106 will start in Sep. It has done well…

Stepfun will open source Step 3 in a wk & it is somewhat competitive (vs 2nd tier open src LLMs). Their major selling pt is integration w/ domestic chips on inference like Ascend. It is apparently 300% more cost effective to run inference of Step 3 vs DS V3. It uses MoE…

Sany recently launched new eHDT SE636. It has > 500 km range w/ 636 kWh battery pack. Uses 800V platform & can charge 20-80% in 30min. Reaches speed of 110km/h w/ 870hp motor Has L2+ ADAS w/ Lidar Sany claims it costs 0.5-1 RMB/km to operate vs 1.5RMB for ICE trucks. Over 150km…

We are getting o4-mini level reasoning model that you can run at home. It needs large VRAM to hold the 235B param + kv cache & activation layer, but significantly fewer total param than other open src reasoning models & should run faster due to fewer # of total & active params.…

BYD brought Denza & YangWang models to Jakarta, Indonesia for GIIAS international auto show. Including U9 supercar, Z9 sedan & D9 MPV. D9 has been very popular in Indonesian mkt. Seagull also got launched here at very attractive px. I think it will sell really well.…

US/China moves ahead of meeting in Sweden: US threatens to shutdown TikTok w/o US ownership. China threatens to block Hutchison sales of 40+ ports w/o stake for Cosco. Bessent said talks w/ China include Russia/Iran oil buy China has stopped importing energy product + soybean…

BYD sales in Europe for 1st half of this yr & comparison to 1st half of 2024. Biggest increases are in Italy, Spain, UK & Germany, especially in recent months. Among 14 listed countries, BYD sales are up 348% YoY

🚀 We’re excited to introduce Qwen3-235B-A22B-Thinking-2507 — our most advanced reasoning model yet! Over the past 3 months, we’ve significantly scaled and enhanced the thinking capability of Qwen3, achieving: ✅ Improved performance in logical reasoning, math, science & coding…

The Chinese-developed flying car GOVY AirCab saw its first prototype delivered in south China's Hong Kong SAR on Thursday. With 90% of its body made of carbon fiber composite, the flying car features autonomous navigation, 5G connectivity, and a range of 20 to 30 kilometers. It…

OK Qwen3 Coder from @AlibabaGroup is really good You can basically replace Claude Sonnet 4 with it to build anything using its CLI tool. This is also 7x cheaper and 100% open source. How to use it and examples below

OpenAI warned of Zhipu team recently & it appears GLM team is about to release SOTA model soon. Competition in China's AI sector is cut throat & they are all getting open sourced. At least DS, Kimi, Zhipu, Qwen, ByteDance are working toward AGI.

Unitree launches the affordable R1 bipedal robot weighing just 25kg & selling for 39.9k RMB. It has 26 DOF including 6 joints/leg, 5 joints/arm & 2 in head & wait. Integrated multi-modal model of speech & vision Looks extremely mobile AI robots will get commoditized

HW has open sourced HarmonyOS for robots called M-Robots OS. Some notable partners include Efort (major industrial robot maker), Kaihong (its humanoid robot was showcased in HarmonyOS event) & numerous universities. M-Robots can be used for humanoid robots, AGVsindustrial robot…

China has launched WeiLai/未来, a "deep sea green smart tech ship"/Mobile sea lab. It is 110.8m long, 7000t displacement, 15 knot top speed, 80 crew & endurance of 10000nm & 60 days. It has fully electric propulsion system w/ dual propeller/rudders, double thrusters & full speed…

Episode 4 of my podcast is now up here tphuang.substack.com/p/episode-4 I asked @gonglei89 to join me this time to talk about manufacturing & supply chain. Why are things always made in China? That's a good question to explore.

Leapmotor launched BEV sedan B01 today. Comes w/ optional Lidar, QCOM 8650 ADA Chip & 650km range @ just 119.8k RMB entry level w/ 430km range is 89.8k RMB Full lineup w/ QCOM8295 cockpit SoC 0-100 in 6.4s Uses CTC Plus platform Dimension 4770/1880/1490 wheelbase 2735 Leapmotor…