Zai
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-16 · ✍️ RoboterminalStryker Paid $400 Million for a Soft-Tissue Option, Not a Robot Company
- 🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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Honored to be among this group..looking forward to being on the podcast again soon...so much happening... https://t.co/NnLNoJG4IO |
Who should you follow on China tech? One great place to start is the brilliant guests who’ve been on my High Capacity podcast—now at 20 episodes! Here they are and the topics we covered: 1. Georg Stieler (@GeorgStieler) — China’s… |
The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemini 4 Argon show impressive robotics… |
Given that HW has been very open about working with DeepSeek & also very open about 10T class model next yr, why are ppl making a big deal out of report that DS may be using Ascend to train 8T model? They have been talking about it very… |
Atlas-950 SuperCluster service will start service in HW Cloud on 9/30 in domestic mkt & 11/30 for oversea. Apparently, Minimax demonstration integration w/ HW Cloud & Atlas w/ its multi-modal models. Looks like DS, Zai & Minimax are all… |
Zai is the most transparent & vocal of Chinese AI labs in their path toward RSI & autonomous AI. They bought a team a while back to help integrate domestic chips & this + 100k cluster & GLM-5.3 powered Infra Agent did the E2E optimization… |
“We are still far from recursive self-improvement.” But Zai sure is trying. And they’re trying to shift to all Chinese AI chips for inference. https://t.co/ay9a20U2T9 |
Xiaomi and Zai are pushing RL really hard now. They seem to believe there’s a lot more to be gained from scaling on this axis. Crazy to see Xiaomi livestream their current RL run for MiMo-V2.6 pro and flash. https://t.co/0NsZzyn8nZ… |
When trying to forecast where LLMs are going in China, it's important to hear what supply chain is saying. Today, HW said that 10T param models will be baseline for LLMs in near future. As such, 100k+ card clusters formed by supernode will… |
Zai has raised $5B to bring in the funding needed for next generation GLM model that supports Full Self Training. Also notice that part of that will be used in increasing integration w/ domestic compute https://t.co/pS2DuaWutg |
From Anthropic's new distillation accusations against Chinese AI labs: - Fable wasn't used for distillation. Zai tried but failed. This means Anthropic can stop distillation with sufficiently strong guardrails? Opus was used. - It's not… |
Zai & Moonshot need to speed up their releases. DeepSeek took a while to get this top notch V4 architecture up & their CPT & post training pipeline since then has been great. Ppl like me will move exclusively to DS if it's this much… |
Zai presentation on AI TAM & long task time horizon was lightbulb for me on where AI is going. Since business pay the bills & they demand Autonomous AI able to operate long period of time, that's where Zai is going. That's also where Qwen… |