# rmb (blogs) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover rmb.

Page: <https://rssamplifier.com/topics/rmb/blogs>  
Feed: <https://rssamplifier.com/topics/rmb/blogs.md>

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## [Baidu’s AI Spending and Kunlunxin’s $50 Billion Target](https://hellochinatech.com/p/baidu-kunlunxin-valuation)

_2026-08-20 · Poe Zhao · Hello China Tech_

Baidu tripled AI capex while its stock fell. The connection to Kunlunxin’s $50bn IPO target is the question this analysis asks.

## [Unitree’s $50bn Valuation Meets a Longer Robot Timeline](https://hellochinatech.com/p/unitree-ipo-valuation-timeline)

_2026-08-20 · Poe Zhao · Hello China Tech_

One year after saying robotics’ “ChatGPT moment” could take one to five years, Wang Xingxing put the range at two to ten.

## [ByteDance Bets Against Its Own Playbook](https://hellochinatech.com/p/bytedance-seedance-language-bet)

_2026-08-19 · Poe Zhao · Hello China Tech_

ByteDance's Seedance won by concentrating teams and compute. This analysis tests whether that method survives a 5-to-10-trillion-parameter language model.

## [The Folklore Ledger of China’s Robot Boom](https://hellochinatech.com/p/china-embodied-ai-funding)

_2026-08-18 · Poe Zhao · Hello China Tech_

Rmb 43.8bn raised by June 12; the spending record is mostly rumor, and the few mandatory filings disagree.

## [The Like Economy](https://hellochinatech.com/p/hugging-face-china-open-models)

_2026-08-17 · Poe Zhao · Hello China Tech_

Hugging Face's mid-year data separates AI attention from AI adoption. For Moonshot, the gap now sits beside a $50bn valuation ask.

## [Tencent’s Second Book Is One Number](https://hellochinatech.com/p/tencent-new-ai-products-drag)

_2026-08-14 · Poe Zhao · Hello China Tech_

Tencent has quantified what its new AI products subtract from profit, but not their standalone revenue, assets or cash flows.

## [The Split That Requires No Sale](https://hellochinatech.com/p/tesla-china-separation)

_2026-08-13 · Poe Zhao · Hello China Tech_

US and Chinese rules are dividing Tesla's data, software and supply chains without changing who owns the China business.

## [What I Got Wrong About China Tech](https://hellochinatech.com/p/china-tech-newsletter-scored)

_2026-08-12 · Poe Zhao · Hello China Tech_

One year of paid essays, scored in public: two calls held clean, one broke on its arithmetic, and one I missed.

## [The Identity Squeeze](https://hellochinatech.com/p/genspark-identity-squeeze)

_2026-08-11 · Poe Zhao · Hello China Tech_

Chinese AI founders turned American identity into a product. Beijing, Washington, and the model labs are all repricing it.

## [Washington Targets China’s Next Optical Module](https://hellochinatech.com/p/fcc-chinese-optical-transceiver-rule)

_2026-08-10 · Poe Zhao · Hello China Tech_

The reported draft would exempt the optical modules Chinese suppliers already sell in the US, so the cost would land a full product cycle later.

## [Screen Share With Real Control (Sponsored)](https://crawlproof.com/a/ovQftMlTenV8)

_2026-08-10 · **Sponsored**_

Collaborative screen sharing with simultaneous remote control — open source, like Screenhero.

## [The Robot Data Moat Has No Common Denominator](https://hellochinatech.com/p/china-robot-training-data-cost)

_2026-08-07 · Poe Zhao · Hello China Tech_

Five Chinese robot startups are valued above Rmb 20bn on data claims measured in hours, trajectories, skills and units nobody defines.

## [AMEC Still Needs the Order](https://hellochinatech.com/p/amec-china-chip-equipment)

_2026-08-05 · Poe Zhao · Hello China Tech_

Anonymous sources place Samsung and SK Hynix inside a Chinese toolmaker’s evaluation pipeline, Samsung denies it, and AMEC’s 311% profit guidance came mostly from gains on its equity portfolio.