StockDuty ← Dashboard Aug 26, 2026 10:39 PM ET
CatalystChina AI Digest

Wednesday, August 26, 2026 — Zhipu’s mystery “Niu Lai” model is GLM’s first native multimodal, running on domestic chips. A top-tier video AI just went free.

ModelBest co-founders Li Dahai and Liu Zhiyuan sent an all-staff letter: Mianbi Intelligence must fight on three fronts. The lab-only phase is over. Unitree and Zhiyuan share one brain. One continuous 10-minute demo, no cuts. Zhiyuan also took gold and total medal count at its Robot Olympics debut. Doubao Work + Feishu now looks like the closest answer to enterprise agents’ endgame. Meitu’s AI video apps are opening new growth. So what? Free video, domestic-silicon multimodal, shared robot brains, enterprise agents. China is stacking full-stack AI distribution, not just models.
ModelBest co-founders Li Dahai and Liu Zhiyuan sent an all-staff letter: Mianbi Intelligence must fight on three fronts. The lab-only phase is over.
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