AI Market Movers · China & rest of world
Tencent
TCEHY
Tencent has WeChat for distribution and Hunyuan for models. The super-app is the moat. The lab is the hedge.
- Site
- tencent.com
- Product
- Hunyuan
In the Daily
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Closing Time
Closing Time: Alignment left the whiteboardAnthropic’s automated safety agents, Xpeng’s robot raise, OpenAI’s Asia hire, and Palo Alto’s hunt for Datadog and Okta.