# The Chinese DoorDash just entered the AI Race

Page: https://stenobird.com/podcast/generative-ai-meetup/the-chinese-doordash-just-entered-the-ai-race
Text version: https://stenobird.com/podcast/generative-ai-meetup/the-chinese-doordash-just-entered-the-ai-race.md
Podcast: [The Generative AI Meetup Podcast](https://stenobird.com/podcast/generative-ai-meetup)
Published: 2026-07-07T11:52:59+00:00
Episode link: https://podcast.genaimeetup.com/e/the-chinese-doordash-just-entered-the-ai-race/
Audio file: https://mcdn.podbean.com/mf/web/idfju2tesg2xec9e/7-7-2026-podcast-2-enhanced.mp3
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JSON: https://stenobird.com/v1/public/podcasts/generative-ai-meetup/episodes/the-chinese-doordash-just-entered-the-ai-race
Duration seconds: 5592

## Resource

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

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## Transcript

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