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…
I just had to talk someone I know out of using RedNote as the TikTok shutdown loomed last week -- they had ZERO IDEA about its provenance. Unless you're paying attention, it's actually not clear what's what.