Geopolitics

China Gave Away Its Best AI for Free. Nobody Read the Fine Print.

From 11% to nearly 50% of enterprise AI in four months. This is what a geopolitical shift looks like when it happens in silence.

Aug 17 • Novy Baf

Forget ChatGPT. The Real AI War Is Over Autonomous Agents, and China Just Won Round One.

OpenAI poached a lone Austrian developer for billions. Meta texted him on WhatsApp. And while America celebrated, China had already deployed its…

Feb 26 • Novy Baf and Bloom

If China Invades Taiwan Tomorrow, Your Next iPhone Won’t Exist.

How a 50-person startup is betting they can break the TSMC-ASML duopoly with particle accelerators and X-rays

Feb 3 • Novy Baf

A Chinese Startup Just Beat GPT-5 — With a Model That Costs Nothing

How Moonshot AI’s Kimi K2.5 is proving that algorithmic intelligence beats brute force, and why Silicon Valley is terrified

Feb 1 • Novy Baf

Chinese Researchers Published a Paper on New Year’s Day That Could End Nvidia’s GPU Dominance

DeepSeek’s breakthrough challenges the 10-year-old foundation every AI model uses, proves bigger isn’t always better, and shows why 2026 might be the…

Jan 12 • Novy Baf

How China Destroyed Europe's Auto Industry in 15 Years (And Why There's No Way Back)

European manufacturers are closing factories, laying off workers, and partnering with the companies destroying them.

Dec 22, 2025 • Novy Baf

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