Another DeepSeek moment. This is the world’s first actual smart phone. It’s an engineering prototype of ZTE’s Nubia M153 running ByteDance’s Doubao AI agent fused into Android at the OS level. It has complete control over the phone. It can see the UI, choose/download apps, tap/type, call, and run multi-step task chains.
Here I just say (in English) “find someone to wait in line for me” (something you can do in China), and it picks which app to open, configures the job, and hands me one confirm screen. I wouldn’t otherwise know how to do this, and here the phone just did it in a matter of seconds.
This isn’t a chat overlay, it’s a true multimodal agent. It has the brand-new Snapdragon 8 Elite Gen 5 with 16GB RAM, so it can push a lot of the agentic workload on-device. Here I take a picture of a NIO battery swap station and ask, “What is this thing?” It’s running ByteDance’s Doubao model (>175M users in China): a massive, sparse MoE model with full text+vision support. It recognizes the infrastructure from the photo, grounds it to NIO’s network, and explains what it does.
Here you see the cloud + on-device split very cleanly. Doubao handles the semantics: from a single hotel entrance photo it figures out which hotel this is, that I want to book tonight, and that it will need to check the hotel’s pet policy.
Then ZTE’s 7B Nebula-GUI model (a vision model trained to understand screens) running locally on the Snapdragon 8 Elite drives the UI like a human: it picks Ctrip app, opens it, fills in dates, finds cheapest rate, reads the hotel policy on pets, and informs me I can bring a dog.
I ask, “book a robotaxi from here to Talent Park.” The agent knows my GPS, knows which robotaxi operators actually serve this area and my destination, and plans the route at the Doubao layer. Then Nebula-GUI takes over, chooses Baidu Apollo, taps through the app, asks which part of the park I want, and books the ride using the closest pickup point.
This is a GUI agent that has been trained specifically on mobile app flows in China, now wired into a live phone. I give it intent in language, and it handles operator selection, app choice, and all of the tapping.
This is where it stops feeling like “voice commands” and starts feeling like a real assistant. I don’t remember which number I logged into the Baidu Apollo robotaxi app. Doubao digs into the app’s settings and tells me the last four digits of this account’s phone number so I can authenticate the robotaxi door.
Mid-ride I ask it to change the dropoff: it knows there’s an active Apollo trip, focuses that app, edits the destination via Nebula-GUI, and both the car and my phone confirm the new route. When I get out, I ask it to order something refreshing by drone delivery, and it just starts orchestrating that chain, too.
I tell it to order me two of the drinks in front of me. It reuses the cart, updates quantity, pays, and a Meituan drone flies the order to a nearby locker. When Meituan’s automated phone system calls to say the delivery arrived, Doubao auto-answers and talks to their bot on my behalf. You’re literally watching ByteDance’s agent, ZTE’s GUI, Meituan’s AI, and the AV/drone stack negotiate around a human who’s basically idle.
When I’m walking around, I’m just using it as a background intelligence layer. I have ADD, so this is dangerous/awesome. I take a photo of a new store and ask if it’s a Shenzhen brand; it checks business/trademark data and says yes. I take a picture of a guy in an NYPD jacket and ask if he’s actually a cop; it understands we’re in Shenzhen, and recognizes the jacket as civilian style, and says he isn’t.
On that same photo I ask it to put him in a Chinese police uniform, then an FBI raid jacket; ByteDance’s image model rewrites only the clothing and keeps the scene intact. Then I point it at a Brompton shop and ask why these bikes suddenly blew up here, and it gives a genuinely good answer.
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I’m at the Bay Area Semiconductor Expo in Shenzhen. A company called Qiyunfang, a subsidiary of 新凯来 (SiCarrier), just unveiled two fully domestic EDA software platforms: one for schematic and one for PCB design. Yet another Made in China 2025 success.
For context, EDA (electronic design automation) is the software backbone of chip and circuit design. Trump 2.0 tried to cut China off from it in March, forcing Cadence, Synopsys, and Siemens to halt China sales. But just weeks later, Washington quietly reversed course and lifted the ban. Then last week, Trump said the U.S. will impose export controls on “any and all critical software,” so assume EDA again. Turns out a secret team in Shenzhen had already created a solution: every core component, every bit of IP, all built domestically.
The theory in Washington was simple: if China can’t use U.S. EDA tools, it can’t design competitive chips or even advanced boards. It was meant to be another choke point on China’s entire hardware ecosystem.
Ok I can now tweet about it, the most advanced car in history is about to be unveiled. Live thread below.
This car is a really big deal for Wang. It packs so many innovations, many of his personal long-term dreams. Yangwang U7 (prototypes) has been his personal daily driver for the last year, so he is really excited. He sounds sick, probably nervous! He has had a busy month!
Here are some of the crazy examples of the tech this car is debuting
BYD just unveiled its DiSus-Z Intelligent Suspension System, debuting on the Yangwang U7. Here are five crazy examples.
1. Negative roll test maintains stability through corners
2. Active defense test
DiSus-Z is a fully electric, next-gen suspension system that replaces traditional hydraulic dampers with four highly integrated suspension motors. It can preempt side collisions by milliseconds, rapidly lifting the chassis on the impacted side to protect passengers
3. Rough terrain test
DiSus-Z can maintain remarkable stability over rough terrain, minimizing body shake and making bumpy roads feel smooth. By eliminating hydraulic fluid and directly actuating each wheel, DiSus-Z drastically reduces energy transmission losses.
I’m headed to Huawei’s Mate 70 launch event in Shenzhen (yes, Shenzhen Metro has business class). This phone/chip/OS/event is a really big deal for Chinese tech, and has big implications for US-China relations. Here’s some background.
In May 2019, the US Dept. of Commerce added Huawei and its affiliates to the Entity List, which restricted US companies (and allies) from exporting tech to Huawei. They expected this to cripple Huawei, because it wouldn't be able to acquire any semiconductors made with US tech.
The US govt assumed that by restricting Huawei’s access to cutting-edge semiconductor manufacturing equipment, particularly Extreme Ultraviolet (EUV) lithography machines from ASML, the company would be unable to produce cutting-edge chips at process nodes smaller than 10 nm. EUV lithography is crucial for efficiently manufacturing chips at 7 nm and below, utilizing light with a wavelength of 13.5 nm, which enables finer feature resolution with fewer patterning steps.
Here's the most recent satellite image, taken a few days ago. That new structure in the middle (汽车专用作业区) will connect the factory to the Zhengzhou International Land Port, which will be 50km², roughly the size of Manhattan.
The bottom right corner of the image is land being cleared for the Port's rail yard, so you can see how BYD's factory literally attaches to this massive port that will send cars to Europe, from the middle of China. BYD's factory is already way ahead of the port itself.
Last week, there was a piece in @FT on how China's gov’t policies and regulatory crackdowns have severely impacted the private sector—particularly VC and startups—resulting in a stifled entrepreneurial spirit and a significant decline in new company formations. There was a chart from the article that looked abysmal, that went viral on its own. (see chart below)
The chart listed two sources—one misspelled—and the CEO of the other responded to one of the authors on Twitter that the data from his platform is certainly not comprehensive and was completely misrepresented in the chart. Author @EleanorOlcott's tweet was also Community Noted. Plenty of others have also debunked it, but she/FT has not responded, and the article has not been taken down.
What’s infuriating is how quickly and widely misinformation about China can spread. A few days ago, I met up with a former classmate in Shenzhen who is getting her Ph.D. in the US, and one of the first things she brought up was a chart she had just seen about how the number of new companies has fallen dramatically in recent years. I asked her if she were referring to a Financial Times chart. She was.