Jul 7, 2026

The Chinese DoorDash just entered the AI Race

https://novacut.ai/ย 
https://genaimeetup.com/ย 

0:00 Longcat: 1.6T Model Without US GPUs
1:08 Meituan: The Super App Behind Longcat
4:54 China's Exploding AI Competitor Scene
8:23 Inside Huawei's Ascend GPU Architecture
17:14 Cost & Energy: Huawei vs Nvidia
29:21 OpenAI's Custom Inference Chip Strategy
36:23 Software Optimizations: The Path to 10,000x
45:38 GPT-5.6: Sol, Terra, Luna Models
58:02 CursorBench & the New Coding Benchmarks
1:22:16 Meta's Non-Invasive Brain-to-Text
1:26:30 Anthropic Science: AI for Researchers
1:30:59 Outro & Community Ask

China just dropped a 1.6-trillion-parameter model without access to US GPUs โ€” and it's running on Huawei's homegrown Ascend chips. In this episode, we break down:

๐Ÿ”น Longcat โ€” the massive model built by Meituan, China's super app giant ๐Ÿ”น China's exploding AI competitor ecosystem ๐Ÿ”น Inside the **Huawei Ascend GPU architecture **: specs, costs, and energy tradeoffs vs. Nvidia ๐Ÿ”น OpenAI's custom inference chip strategy ๐Ÿ”น The software optimizations driving a 10,000x efficiency leap ๐Ÿ”น GPT-5.6: Sol, Terra, and Luna models explained ๐Ÿ”น New coding benchmarks with CursorBench ๐Ÿ”น Meta's non-invasive brain-to-text research ๐Ÿ”น Anthropic Science โ€” AI built for researchers

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