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🇨🇳 CHINA DEBUTS FIRST FULLY AI-MADE ANIMATED FEATURE - HOLLYWOOD JUST GOT A CLOCK China has premiered what it’s calling the world’s first fully AI-generated animated feature film - no human animators, no traditional pipeline, no army of artists grinding frames at 3 a.m. Scripts, storyboards, character design, animation,...

21,200 views • 6 months ago •via X (Twitter)

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🇨🇳 China’s AI+ economy isn’t chasing AGI fantasies, it’s rebuilding the foundations of a real economy. Watch this WEF panel and one thing becomes obvious: Western commentators keep asking, “Has China caught up?” China is asking, “How do we deploy AI across an entire nation?” Two completely different civilizational contexts. China’s strategy isn’t AGI worship, it’s diffusion, cost reduction, and industrial embedding. AI isn’t a demo or a press release. It’s flowing into manufacturing, logistics, finance, autonomous driving, energy, into the places where real value is created. Core points from the panel: 1. AI Action Plan — China is not obsessed with AGI timelines, but with making AI cheap, scalable, and ubiquitous. 2. Adoption Targets — 70% AI device penetration by 2027, 90% by 2030. 3. Extreme Efficiency — top labs are producing competitive models with 1% of the resources used by Western labs. 4. Market-first ecosystem — 85% approval for autonomous driving; China is the world’s largest real-world sandbox for AI-native services like RoboTaxi. 5. Infrastructure advantage — energy strategy + green data centers = long-term compute stability. 6. Full industrial chain integration — AI is lowering costs in retail design, marketing, drug R&D, and more — turning AI into a return-on-investment engine, not a bubble. 7. Education reform — AI literacy is being embedded from elementary school; the challenge isn’t “AI taking jobs” but raising students who can think deeper than AI’s instant answers. 8. DeepSeek moment — the benchmark shock isn’t a one-off; China’s iteration speed is accelerating. Meanwhile, Western CEOs keep saying the quiet part out loud: “We can’t pause AI because China won’t.” Exactly. Because China’s AI isn’t built for headlines, it’s built for industry, productivity, and national-scale deployment. China is no longer playing the same game, it already moved to the next board. The West debates safety memos, China deploys AI to 1.4 billion people. This is what an AI+ economy actually looks like.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

13,847 views • 5 months ago

🇨🇳📱 China Isn’t Talking About the AI Future: It’s Already Living It While Western media is still debating what AI wearables might look like, China is already living in that future, in shops, offices, classrooms, metros and even family homes. A new report shows just how far ahead China actually is: - 70+ Chinese companies have launched smart-glasses since Meta’s 2023 release. - Devices from Inmo, Rokid, Xiaomi, Alibaba are everywhere, some selling overseas, others powering China’s domestic AI ecosystems. - Features like paying for items by glancing at a QR code already exist in China. - China’s AI hardware sector is booming while others are still imagining prototypes. Kai-Fu Lee sums it up perfectly: “China is the nation of manufacturing… the next phase of competition will move to devices.” Exactly. The U.S. builds models. China builds the whole world those models have to run in. Why China Is Leading the AI Device Race? 1️⃣ The world’s strongest hardware ecosystem No country on Earth can design, prototype, manufacture and scale AI devices as fast as China. The ability to build millions of units in months gives China a massive advantage the U.S. simply doesn’t have. 2️⃣ Seamless digital integration Smart glasses plug directly into China’s existing infrastructure: - QR payments - WeChat / Alipay ecosystems - AI-enhanced navigation - Real-time translation and AR overlays The West has apps. China has an entire society built for AI adoption. 3️⃣ Relentless experimentation China is testing everything from: - enterprise AI recorders (DingTalk A1) - Plaud-style pocket transcribers - education-focused AI translators - even the quirky “Native Language Star” muzzle device for English practice Other countries theorise about “the next big thing.” China builds 20 versions of it by lunchtime. 4️⃣ The feedback loop advantage More devices, more usage, more data, faster improvement. China’s scale accelerates AI development in ways the U.S. cannot match. 5️⃣ AI wearables are already normal here Smart eyewear, AI notetakers, live translators, all in daily use. This isn’t sci-fi. This is Tuesday in Beijing. The Global Reality: For China, the AI device race is not hypothetical, it’s happening at street level. For many outside China? They can only imagine this kind of tech and often don’t believe it when they hear about it. Anyone living in China already sees the future everywhere, in convenience stores, on commuters, in classrooms and in the hands of office workers. Meanwhile, most of the world is still arguing about “what AI devices might eventually look like.” The Hard Truth: If the next “iPhone moment” of the AI age is going to come from anywhere, the smart money is on China, a country where hardware innovation, manufacturing power and real-world adoption all move at a speed the West simply can’t match.

James Wood 武杰士

17,430 views • 7 months ago

Jeff Bezos just delivered the clearest definition of what artificial intelligence actually is. The market is still debating which department should own the AI budget. They’re asking the wrong question entirely. Bezos: “AI, modern AI is a horizontal enabling layer. It can be used to improve everything. It will be in everything. This is most like electricity.” This isn’t a software product. It’s the new utility grid of the global economy. Don’t treat it like a feature update. Treat it like the invention of alternating current. When a horizontal layer hits the board, it doesn’t improve a single vertical. It violently rewrites the baseline physics of every industry it touches. The companies that survive this decade won’t be the ones that bought a new AI tool. They’ll be the ones that ripped out their entire infrastructure and rewired the execution engine to run on the new grid. Bezos: “Because we are literally working on a thousand applications internally. I guarantee you there is not a single application that you can think of that is not going to be made better by AI.” The standard enterprise strategy is to launch one or two safe, isolated AI pilots and test the waters. You don’t pilot a horizontal enabling layer. You saturate the board immediately. Amazon isn’t building a single monolithic chatbot. It’s deploying a thousand specialized execution loops across every friction point in the empire. If your deployment strategy isn’t total saturation, you’re already bleeding margin to someone whose is. Interviewer: “What is it that you’re doing at Amazon?” Bezos: “AI. It’s 95% AI.” The standard CEO delegates automation strategy to a mid-level committee while focusing on quarterly earnings. The operator commanding a trillion-dollar supply chain is spending 95 percent of his personal bandwidth on a single vector. That is the market signal. If the leader of your organization isn’t driving algorithmic integration from the top down with everything they have, the company is already dead. It just hasn’t received the memo yet.

Dustin

404,610 views • 4 months ago

Meta’s Chief AI Officer Alexandr Wang just put a five-year countdown on the most consequential race in human history. Wang: “Mark and myself, we very strongly believe that this is a very special time in human history.” Not a decade. Not a generation. Five years. Wang: “The discoveries made over the next half-decade are going to be some of the most monumental discoveries that human civilization has ever made.” To run that race, Meta didn’t just build a new model. They built an entirely new division from scratch. Meta Superintelligence Labs. Designed from a blank slate. Singular focus. Wang: “What does the optimal team look like for the future of superintelligence?” The bottleneck to superintelligence isn’t compute anymore. It isn’t data. It’s the density of human genius in a single room. Wang: “Highest talent density. Bring the very best people together and build the best possible environment for them.” The AI arms race has shifted from hoarding GPUs to hoarding the smartest minds on earth. The first company to perfect that organizational structure will be the first company to reach superintelligence. But reaching it is only half the battle. Deploying what you built to the world is the other half. And here is where Meta’s advantage becomes almost unfair. Wang: “Three and a half billion people utilize our platforms every single day.” While every other AI lab is still trying to figure out how to get users to adopt their technology, Meta already has nearly half the planet locked into their ecosystem. MSL wasn’t built just to achieve scientific breakthroughs. Wang: “Build the products that will enable this technology to be deployed to billions and billions of people worldwide.” Whoever builds superintelligence first wins the race. Whoever distributes it to 3.5 billion people controls what comes after. Meta is positioning to do both.

Dustin

32,982 views • 4 months ago

Jonathan Ross just revealed why AI companies aren’t growing faster. Not demand. Not competition. Physics. Ross: “The demand for compute is insatiable.” There isn’t enough compute in the world. Not a temporary shortage. A fundamental gap between what the market wants and what the infrastructure can deliver. Ross: “Right now, one of the biggest complaints of Anthropic is the rate limits. People can’t get enough tokens.” Rate limits aren’t product decisions. They’re rationing. Companies forced to regulate access because infrastructure cannot meet demand. Slower services. Token caps. The only things standing between these companies and a revenue surge they can’t access. Every token cap is a revenue cap. Every slowdown is a sale that didn’t happen. Ross: “If Anthropic was given twice the inference compute, within one month their revenue would almost double.” Read that again. Double the compute. Double the revenue. Within thirty days. That’s not a growth projection. That’s a measurement of how deep the backlog already is. The demand exists right now. It’s sitting in a queue. The only thing between these companies and that revenue is physical hardware they don’t have. This breaks every assumption about how tech companies scale. Usually you scale by finding customers. AI companies have infinite customers. They scale by finding hardware. The constraint isn’t market fit. It isn’t distribution. It isn’t competition. It’s processing power. This is why Jensen Huang is the most important person in the world right now. NVIDIA doesn’t just make chips. It makes the thing every government, every AI lab, and every company racing for this future needs more of and can’t get enough of. The compute bottleneck isn’t a tech industry problem. It’s a civilizational one. The winner of this era isn’t determined by who builds the smartest model. Every major lab has a frontier model. The winner is whoever secures the most compute fastest while everyone else rations what’s left. The race isn’t for intelligence. It’s for infrastructure. And right now there isn’t enough to go around.

Dustin

28,395 views • 4 months ago

David Sacks: America needs “a single national standard” in AI to beat China and avoid Woke AI Sacks on E245: “There's a regulatory frenzy happening at the states right now.” “Everyone just seems to be motivated by the imperative to ‘do something’ on AI, even though no one's really sure what that something should be.” “So you've got 50 different states each with their own reporting regime, which is going to be a trap for startups. They've all gotta figure this out about what they're supposed to report on, what the deadlines are, who to report to.” “A single federal standard is the best way to make sure that we do not have Woke AI, that we do not have insanely burdensome regulations that allow China to basically get ahead of us in this AI race, and it's to ensure that we actually have truthful, unbiased AI instead of highly ideological AI.” – According to Polymarket, chances of a National AI Bill in 2025 are VERY LOW, despite a regulation frenzy at the state level. – At the time of taping, there was a ~20% chance. Today it’s significantly lower at 5%. “Here's the good news, it doesn't really matter what I think. The important thing is what President Trump thinks.” “And in his July 23rd speech on AI, he was really clear that there needs to be a single national standard for AI.” “I think the administration ultimately will support this, and I think more Republicans will come on board as they realize what the blue states are doing here is not helpful for conservatives. It's not helpful for having an unbiased information environment.”

The All-In Podcast

103,113 views • 9 months ago