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Trae: An AI-powered IDE by ByteDance

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Re: Trae: An AI-powered IDE by ByteDance

#7
China is taking every venture-funded AI startup and shitting on them. Almost all of them.

Tencent's Hunyuan 3D - Tripo, etc.

Tencent's Hunyuan Video - Sora, Runway, Pika, etc.

ByteDance's Trae - Cursor, etc.

DeepSeek R1 - GPT, etc.

Unitree - Figure, Tesla, Boston Dynamics, etc.

And a ton of this stuff is completely open source. All of the Tencent stuff is. This destroys the moat of so many companies that have spent hundreds of millions of dollars training and building their tech. It's just out there for free for anyone to build with.

And has anyone been checking the volume of Chinese AI research papers? Almost every impactful paper I've read in the last month has mostly Chinese names. And a lot of those papers come with code. Usually permissively licensed.

China is absolutely killing at the AI game. They've fast followed (or in many cases led) into a position of strength.

I wouldn't want to be RunwayML, Pika, Luma, or Tripo right now. Any "foundation model" company with a single use case is getting cloned and commoditized.

edit: Please don't downvote me because you don't like the message. I'm actually fine with you shooting the messenger, but this is absolutely worth talking about. It's pretty surreal to watch this all start to unfold over the last quarter or so. I want to read what others think about it.

Re: Trae: An AI-powered IDE by ByteDance

#9
post #7

China is taking every venture-funded AI startup and shitting on them. Almost all of them. Tencent's Hunyuan 3D - Tripo, etc. Tencent's Hunyuan Video - Sora, Runway, Pika, etc. ByteDance's Trae - Cursor, etc. DeepSeek R1 - GPT, etc. Unitree - Figure, Tesla, Boston Dynamics, etc. And a ton of this stuff is completely open source. All of the Tencent stuff is. This destroys the moat of so many companies that have spent h…

Slightly relevant but they are also in the game of commercial mathematical optimization solvers and this year they reached parity with the sota American ones (ibm cplex, gurobi, Fico Xpress).

It is that bad that all the American companies withrew from the public benchmark library. You can only see there Chinese commercial solvers and open source ones.

https://plato.asu.edu/bench.html

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