2026-02-13 02:31:53

chinese AI labs are dominating right now

- LLMs: mini-max 2.5 is claude code but 20X cheaper, GLM-5 (zhipu) is a beast, deepseek 4 coming this month. they’re as good as american models but way fckin cheaper.
- video models: china is undeniably #1 here. seedance 2.0, klingAI 3 are AMAZING - it’s hard to tell the difference between what’s real and what’s not.
- open source: once again chinas #1, 90% of their models are free to download and use locally, it’s also cheaper to use - i know a bunch of US startups that use chinese models to save costs (airbnb too lol)
- robotics: china’s producing 4X more robots per year than the rest of the world COMBINED. most of these robots are operational too i.e. their contributing to gdp. unitree and UBTECH are the ones to watch
- chips: this is their weak link. U.S. is ahead but huawei and alibaba have recently caught up (much quicker than expected) in their recent chip releases. need to keep an eye on this.
- energy: china has a boatload more compute, energy infrastructure and cheap labor to operate it all. the U.S. is far behind - isn’t clear how we catch up. deregulation is a big advantage.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.