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Where China's Tokens Go, Episode 1: The 55 Percent
The earliest known source of China’s 55% token share is one investor-call line that names no period, sample or provider. The video demand behind it is…
9 hrs ago
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Inside China's Machine
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2
Tokenomics, Episode 10: China’s Deployment Demand
The Chinese state buys some of the country’s AI and pays part of other buyers’ bills, so who buys most cannot yet be known, and the number that would…
10 hrs ago
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Inside China's Machine
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Hugo
2
2
Tokenomics, Episode 9: China’s Supply Side
China now has a working second supply of AI compute. Whether its tokens cost less or more than imported NVIDIA ones cannot be shown from public records…
Nov 8
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Inside China's Machine
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Hugo
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Tokenomics, Episode 8: Open Weights and the Bill
Chinese labs’ published weights give a buyer somewhere credible to go. They do not set what the finished task costs, and the public record cannot yet…
Nov 8
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Inside China's Machine
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Hugo
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2
Tokenomics, Episode 7: Memory and Model Design in China’s Labs
The memory a server re-reads for every token, more than model size, sets long agent work’s serving cost. China’s labs supply most evidence here; whether…
Nov 7
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Inside China's Machine
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Hugo
2
2
DeepSeek Scored Higher and Fell Further Behind
Its October model edged past Kimi K3’s July score, yet trails the American frontier by three months more. On this measure, the release date, not the…
Nov 5
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Inside China's Machine
4
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Tokenomics, Episode 6: China’s Price War and Scarce Compute
DeepSeek now charges double during Beijing working hours. Where compute is scarce, China’s AI providers are selling capacity, not just cheaper tokens.
Nov 4
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Inside China's Machine
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Hugo
1
1
Tokenomics, Episode 5: Who Gets Paid
The highest reported margins in AI sit with chips, memory and the leading foundry, not with the GPU renters or model makers from Anthropic to Zhipu…
Nov 3
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Inside China's Machine
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Hugo
7
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Tokenomics, Episode 4: The Working Hour and the Busy Machine
From OpenAI’s fast lane to DeepSeek’s Beijing clock, one AI model now has several prices, set by hour and speed. Who keeps the margin turns on busy…
Nov 2
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Inside China's Machine
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Hugo
4
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Tokenomics, Episode 3: Who Keeps the Saving
Upgrades, not price cuts, now make agent work cheaper, from Google’s Flash to Zhipu’s GLM. The maker controls the success that pays, and can price it…
Oct 31
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Inside China's Machine
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Hugo
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Tokenomics, Episode 2: The Token Boom
Agents mostly re-read their own transcripts, so token counts can climb while solved tasks fall, and anyone planning capacity on raw counts is probably…
Oct 30
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Inside China's Machine
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Hugo
2
2
Tokenomics, Episode 1: What You Pay For
You pay for solved tasks, not tokens, and the money goes to whoever controls the hardest lever to move: success.
Oct 29
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Inside China's Machine
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Hugo
4
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