Insights

Once the go-to for in-vehicle chips, Nvidia is facing defections from Chinese carmakers amid delays, performance setbacks, and cultural disconnect.

From EVs to Meituan food deliveries and Mixue bubble tea, newcomers are edging out rivals.

Former chart toppers like Maoxiang and Talkie now see sharp user declines, weak monetization, and mounting regulatory pressure.

But tensions with the US still cast a cloud over overseas expansion ambitions.

New capital, maturing pipelines, and a more global R&D mindset are pushing valuations higher, even as competition tightens.

Pang Ruoming built Apple’s foundational AI models, but secrecy and internal gridlock kept his team in the shadows—until he walked.

Built to predict the next best word, AI has become adept at reflecting human empathy. For many, that reflection is enough to offer comfort.

With chip access in flux and scrutiny mounting, Manus has left China for Singapore, betting that neutrality offers a safer path forward.