aaron zhang
637 posts


Train stations like this suck because it takes forever to get to the trains. The best stations are small and have lots of trains running through them.
Erik Solheim@ErikSolheim
This is science fiction! The world’s largest high-speed train station. Chongqing East - in China 🇨🇳.
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1 月份跟 Manus 团队的核心成员吃饭时,知道 12 月时收购就已经完成交割,团队和投资人都分到钱了,在做资产配置
还知道一个好朋友去年已经加入了 Manus,负责一个子产品,赶在 Meta 收购之前
作为朋友,我是真心为他们感到高兴,创业多年拿到了一个好的结果
想不到现在事情成了这样,中国政府要求撤销这笔交易,团队要面临的心力消耗之大,要处理的事务之繁琐,想想头都大了,希望他们能顺利度过这个坎
Manus 从诞生第一天,到裁掉国内团队搬去新加坡,再到拿到 Benchmark 投资,被 Meta 收购,再到如今被禁止交易,每一步都是全行业的关注和讨论。这个团队毫无疑问是优秀的,在推出 Manus 之前他们对 AI 的思考也是非常前沿的,我在真格基金的办公室,听过两次 hidecloud 关于 AI 的分享
以前我们习惯了搭 VIE 架构,拿美元 VC 的钱。再谋求去境外上市,从新浪、网易到阿里巴巴都是这个模式,如今也快走到了尽头。没有了美元 VC 的活力,要签对赌和无限连带责任的 RMB 基金,给创业者套上的是另一个紧箍咒
整个 Manus 的过程,很多环节都值得创业者思考。我现在不是一个创业者,只是一个小韭菜个体户,旁观也学到很多。Crypto 是最后一个全然国际化的小赛道,有 $Bitcoin 是我们的幸运。
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发改委叫停 Meta 收购 Manus,表面上是一笔交易被否决,实质上是中国在 AI 领域第一次如此明确地亮出技术主权的底线。20 亿美元的价码不小,但信号意义远大于交易本身。
Manus 的故事其实很典型。2025 年初靠一段演示视频封神,邀请码炒到天价,瞬间爆火。但紧接着核心团队迁往新加坡、清空国内账号,这一系列操作很难不让人联想到「技术出海」背后的真实意图。一家公司的核心技术在中国境内研发,数据积累也来源于国内用户和市场,然后换个注册地就想把这些资产打包卖给美国科技巨头,这条路在法规层面本来就走不通。
不过话说回来,这件事也值得反思。为什么一个有潜力的 AI 项目,最终走向了被外资收购的路径?国内资本和产业环境是否给了这类团队足够的成长空间和退出通道?如果创业者觉得留在国内发展的天花板太低,类似的故事还会重演。
对行业的警示很清楚:技术可以全球化,但技术主权有边界。尤其是 AI 这种涉及数据、算法和基础设施的领域,监管只会越来越严格。以后想走「境内研发、境外变现」这条路的团队,恐怕都得重新掂量一下了。
真正该关注的问题可能不是这笔交易本身,是接下来国内能不能建立起让优秀 AI 团队愿意留下来、能长大的生态。堵住一个口子容易,建好一个池塘才是真本事
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China car giant BYD says it can thrive without US bbc.in/4eNP8Ce
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@kimmonismus Great piece . As long as people can learn from each other not pointing fingers at each other, the world is still a promising place .
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My last day in China. A reflection and summary.
I have now spent four days visiting China (well, actually five days, because turkish airlines just cancelled my flight lol). It was a breathtaking experience. I saw and learned an incredible number of things, met wonderful people, had fascinating conversations, and, above all, got to know an entirely different culture.
I was invited to China by XPENG and had the opportunity to visit both their headquarters and their factory on site. I already said this in another post, but what left a lasting impression on me, and at the same time makes me look at Europe with concern, is that China has a different mentality of creativity. They are experimenting with flying cars, working on FSD EVs at the same time, and developing humanoid robots; an entire product portfolio, all in parallel. While high technology once came from Europe, especially from Germany, that trend has shifted.
Of course, China still depends on Western technology in certain areas. But first, it is trying to build independent production facilities and supply chains, and second, it is using this technology to go beyond what already exists. I think this can be said quite objectively. Does that mean China has already won the global competition? Not at all. But it has become an outstanding competitor.
My subjective impressions of the infrastructure only reinforced this: a well-developed, modern road network, no potholes as far as I could tell, widespread digitalization, almost everything via QR codes, WeChat and Alipay, and a very high degree of domestically built and developed EVs.
Germany, meanwhile, still largely wants to build combustion engines, and the broader zeitgeist still struggles with electromobility. Everyday reality embarrasses itself with problems that feel like they belong to the 20th century: letters and faxes instead of emails, physical visits to government offices instead of digital administration, infrastructure and highways plagued by never-ending repair work. Germany feels like an aging behemoth refusing to accept the future and move with the times. In many areas, China has already overtaken Germany, even if only through the strategic decision to become sovereign and independent in energy policy, something that, by contrast, is becoming almost disastrous for Germany and Europe.
Does that mean everything in China is good? Certainly not. Still, for me as a European, it was a culture shock to see how outdated and backward-looking Europe appears. While China is expanding and developing its own chip production, such as Huawei Ascend, in order to become more independent from the US and NVIDIA, and while it is pushing forward into robotics and high tech, Europe seems delighted to congratulate itself on the next AI regulation or, as recently, on the misuse of emojis for supposedly illegal activities.
Europe has lost touch. Full stop. But ultimately, these are political decisions. Europe has to choose: future or past, regression or progress, combustion engines, letters and regulation, or EVs, digitalization and data center expansion.
Quo vadis, Europe? Time is running out.
Disclaimer: I have not received any payment from XPENG; no money was transferred to me; my opinion is subjective and was expressed without compensation.
P.S. I already had a negative view of developments in Europe and Germany before my trip. So it is not as if this trip fundamentally changed my view of Germany and Europe. It only made even clearer to me how much stagnation there is in Europe.




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@FT If you can't beat them, just smear them. Shame on THE WHITE HOUSE.
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FT Exclusive: A Trump administration official says Chinese entities are stealing from American AI labs. ft.trib.al/YC428xg

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@Layton_Gott Nobody ask you to use chinese model, save some tokens for other people.
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Taiwan matters more to us than China — and the numbers prove it.
🇹🇼 invests in Czech industry, creates jobs, and brings high-tech know-how
🇨🇳 brings political pressure, security risks, and empty promises
Taiwan is a partner. China is a risk.
Europe should know the difference
#taiwan @TaiwanEU
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US Treasury's Bessent says China has been unreliable partner by hoarding oil during war reuters.com/world/china/us…

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