Episode
The Chinese DoorDash just entered the AI Race
- Published
- Jul 7, 2026
- Duration seconds
- 5592
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Summary
https://novacut.ai/ https://genaimeetup.com/ 0:00 Longcat: 1.6T Model Without US GPUs1:08 Meituan: The Super App Behind Longcat4:54 China's Exploding AI Competitor Scene8:23 Inside Huawei's Ascend GPU Architecture17:14 Cost & Energy: Huawei vs Nvidia29:21 OpenAI's Custom Inference Chip Strategy36:23 Software Optimizations: The Path to 10,000x45:38 GPT-5.6: Sol, Terra, Luna Models58:02 CursorBench & the New Coding Benchmarks1:22:16 Meta's Non-Invasive Brain-to-Text1:26:30 Anthropic Science: AI for Researchers1:30:59 Outro & Community Ask China just dropped a 1.6-trillion-parameter model without access to US GPUs — and it's running on Huawei's homegrown Ascend chips. In this episode, we break down: 🔹 Longcat — the massive model built by Meituan, China's super app giant 🔹 China's exploding AI competitor ecosystem 🔹 Inside the **Huawei Ascend GPU architecture **: specs, costs, and energy tradeoffs vs. Nvidia 🔹 OpenAI's custom inference chip strategy 🔹 The software optimizations driving a 10,000x efficiency leap 🔹 GPT-5.6: Sol, Terra, and Luna models explained 🔹 New coding benchmarks with CursorBench 🔹 Meta's non-invasive brain-to-text research 🔹 Anthropic Science — AI built for researchers