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Pour Moi, C'est Le Déluge

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Feb 12, 2026
New Chinese AI models and breakthroughs shake up the global AI race. Major reorg at xAI and an ambitious moon satellite idea grab attention. Google flags large-scale model cloning attempts and security risks. Waymo starts deploying its sixth-gen robotaxis across U.S. streets. A provocative essay critiques AI productivity and future of work.
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INSIGHT

China's AI Deluge Emerges

  • Chinese AI firms are rapidly releasing high‑capability open‑weight models aimed at agent and coding tasks.
  • These models use domestic chips and target both domestic and growing overseas markets.
INSIGHT

Aggressive Pricing And Viral Multimodal Models

  • Chinese AI companies are pricing models aggressively and pushing multimodal tools for video and advertising.
  • Viral demos like ByteDance's SeedDance 2.0 are fueling investor and public excitement in China.
ANECDOTE

Musk's xAI Reorg And Moon Factory Vision

  • Elon Musk announced a reorg at xAI into Grox, Chatbot and Voice, Coding, Imagine, and MicroHard.
  • He suggested building a moon factory and catapult to launch AI satellites as part of xAI and SpaceX plans.
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