The $2 Billion Escape Plan That Beijing Didn't See Coming
Meta's $2B Manus deal triggered reviews by three Chinese agencies. The 'China shedding' playbook for AI startups faces its first test.
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The $2 Billion Escape Plan That Beijing Didn't See Coming
Meta's $2B Manus deal triggered reviews by three Chinese agencies. The 'China shedding' playbook for AI startups faces its first test.
Beijing Approves. Nothing Ships.
Beijing and Washington both approve $54B in H200 sales but zero chips ship. Duke spinout Neurophos bets photonic computing can deliver 100x Nvidia's best GPU.
Beijing Greenlights Nvidia Orders. The Chips Haven't Moved.
Beijing tells Alibaba and ByteDance to prepare H200 orders, but dual-approval dysfunction between the US and China keeps $54B in chips frozen.
When Light Becomes the Processor
A Duke University spinout claims its photonic chip can deliver 100x the performance of Nvidia's best GPU. $118 million in backing from Bill Gates and Microsoft says the physics works. But fabrication reality and a moving Nvidia target stand between Neurophos and its first paying customer.
The Productivity Gap Nobody Measured.
Executives claim AI saves 8 hours weekly. Workers report under 2. Apple bets on wearable AI. Anthropic publishes 80-page philosophy for Claude.
The AI productivity mirage: Executives see eight hours saved. Workers see almost nothing.
40% of executives claim AI saves 8 hours weekly. Two-thirds of workers see under 2 hours. New surveys reveal why the productivity revolution isn't reaching the ground floor.
Anthropic Rewrites the Rulebook for AI Behavior
Anthropic publishes 80-page constitution teaching Claude why to behave ethically. Safety ranks above ethics. Company acknowledges possible AI consciousness.
Apple Bets It Can Build the Wearable AI Pin That Humane Couldn't
Apple is building an AI wearable pin for 2027, planning 20 million units. Humane sold fewer than 10,000 before HP bought the remains.
Zhipu's Coding Agent Got Too Popular. Now It's Rationing Access.
Zhipu limits GLM Coding Plan subscriptions to 20% after GLM-4.7 overwhelms servers. Chinese AI hits infrastructure ceiling despite benchmark wins.
Why Europe's $17.5 Billion AI Bet Still Trails America by 9x
Europe raised $58B in venture funding in 2025, with AI leading for the first time. But US AI startups raised 9x more. Analysis of the widening gap.
Meta Ships Superintelligence. Calls It 'Very Good.'
San Francisco | Wednesday, January 21, 2026 Six months after forming Superintelligence Labs, Meta has its first models. Andrew Bosworth calls
Meta's First Superintelligence Models Are Here. The Company Calls Them "Very Good."
Bosworth calls Meta's first Superintelligence Labs models "very good." The hedged language reveals where Meta stands in the AI race after Llama 4 criticism.