What changed
Claude's mini model just cut price 90% and is closing on DeepSeek. ChatGPT can crack millennium math but reproduces papers only 13.98% of the time. Don't trust benchmarks as moats.
Lenovo is betting on NVIDIA RTX Spark N1X to run large models locally. That's the edge-AI trade: AI PC cycles, not just data-center GPUs.
WorkBuddy now plugs into the Office trio, while Geely launches smart charging. Chinese AI is shipping into workflows and physical infrastructure, not just chat apps.
Tencent-backed agents + AI PCs + cheap model pricing = China AI is consolidating around distribution, hardware, and real usage. Model leaderboard wins are getting commoditized.