/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Eleanor Olcott

@eleanorolcott
13 posts
2025-05-05
NEW: Huawei is building a 7nm fab in Shenzhen for its smartphone and Ascend chips, its first effort to manufacture its own high-end chips.  The Guanlan site is part of a sprawling network of new chip manufacturing sites all working on various elements of Huawei's push to become a semiconductor champion, from equipment to fabrication...
2025-05-05 View on X
Financial Times

Sources: Huawei is building a chip production line in Shenzhen and is the key player behind three Guanlan plants, as satellite imagery shows rapid development

Financial Times :

2025-05-04
NEW: Huawei is building a 7nm fab in Shenzhen for its smartphone and Ascend chips, its first effort to manufacture its own high-end chips. The Guanlan site is part of a sprawling network of new chip manufacturing sites all working on various elements of Huawei's push to become
2025-05-04 View on X
Financial Times

Sources: Huawei is building an advanced chip production line in Shenzhen and is the key player behind three plants, as satellite imagery shows rapid development

Rapid expansion of Shenzhen facilities designed to break dependence on foreign technologies  —  Huawei is building a production line …

2025-01-29
OpenAI has accused DeepSeek of exploiting the fruits of its expensive labour to improve its models. I can't help but be reminded of when the company was accused of doing something rather similar... [image]
2025-01-29 View on X
Financial Times

OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its open-source competitor by using outputs from OpenAI's proprietary models

White House AI tsar David Sacks raises possibility of alleged intellectual property theft

2024-10-09
MiniMax is projecting $70mn in sales this year, largely from ads on Talkie. By contrast it has struggled to monetise the Chinese version of the app. This might not sound like a lot but it is still high by the standards of AI start-ups that have struggled to monetise their tech.
2024-10-09 View on X
Wall Street Journal

A look at disagreements over automation between US dockworkers and shipping industry officials, who say they need AI-powered stacking cranes and other machines

Wall Street Journal : X: @eleanorolcott and @eleanorolcott X: Eleanor Olcott / @eleanorolcott : Chinese AI startups are trying to find a way to crack the US market, as they chase ...

Chinese AI startups are trying to find a way to crack the US market, as they chase revenues to fund compute costs and justify sky-high valuations. Shanghai-based MiniMax has had the most success to date with its popular Talkie companion chatbot. https://www.ft.com/...
2024-10-09 View on X
Wall Street Journal

A look at disagreements over automation between US dockworkers and shipping industry officials, who say they need AI-powered stacking cranes and other machines

Wall Street Journal : X: @eleanorolcott and @eleanorolcott X: Eleanor Olcott / @eleanorolcott : Chinese AI startups are trying to find a way to crack the US market, as they chase ...

2024-09-13
Under such conditions, why would VCs make big bets on high risk companies doing pioneering research? I travelled to Suzhou, Shanghai and Shenzhen to see the impact the industry's “death spiral” is having on entrepreneurship in China. https://www.ft.com/...
2024-09-13 View on X
Financial Times

Sources paint a bleak picture for startup founders in China; IT Juzi report: only 1,202 startups were founded in the country in 2023 compared to 51,302 in 2018

Venture capital finance has dried up amid political and economic pressures, prompting a dramatic fall in new company formation X: @carnage4life , @tonytassell , @michaelxpettis , @...

Since arriving in China, meetings founders and VCs have left me with a very dim view of the current state affairs. Things are so bad. In 2018, 51,302 new startups were founded. Last year, that number was down to 1,202. It took a while for that number to sink in. [image]
2024-09-13 View on X
Financial Times

Sources paint a bleak picture for startup founders in China; IT Juzi report: only 1,202 startups were founded in the country in 2023 compared to 51,302 in 2018

Venture capital finance has dried up amid political and economic pressures, prompting a dramatic fall in new company formation X: @carnage4life , @tonytassell , @michaelxpettis , @...

2023-11-30
Fantastic Big Read from colleague @QianerLiu on how Huawei defied US sanctions to produce cutting-edge chips made in China. https://www.ft.com/...
2023-11-30 View on X
Financial Times

Interviews with dozens of industry insiders and experts reveal Huawei's and SMIC's efforts to build advanced chips and maintain marketshare despite US sanctions

The inside story of how the country's flagship tech company kept its edge in the semiconductor war despite sanctions X: @jkynge and @eleanorolcott . Forums: Ars OpenForum X: James ...

2023-10-12
Neil Shen is plotting global expansion for HongShan following its split from Sequoia Capital, as China slowdown pushes it overseas. He's eyeing foreign companies targeting the Chinese market, overseas Chinese entrepreneurs and European EV startups.
2023-10-12 View on X
Financial Times

Sources: Sequoia's China spin off HongShan is seeking global business opportunities and investments for its portfolio companies, as China's economy slows down

Financial Times :

2023-08-16
Always amazes me how many gamers spend more money dressing their avatar than themselves. Interesting piece from @tim on how console makers are adapting to evolving gamer preference for free-to-play games with $ spent on skins and weapons. https://www.ft.com/...
2023-08-16 View on X
Financial Times

Ampere: in 2023, console video game players will spend $21B on in-game items and subscriptions, as “live service games” make the market more akin to mobile

Tim Bradshaw / Financial Times : X: @eleanorolcott X: Eleanor Olcott / @eleanorolcott : Always amazes me how many gamers spend more money dressing their avatar than themselves. In...

2023-04-26
🚨 Tencent expects the mobile version of hit Dungeon and Fighter game to get reg approval in China after three years of delay over a diplomatic spat with Seoul 🚨 Tencent will ramp up gaming investments in Europe after slowing acquisitions at end of 22 https://www.ft.com/...
2023-04-26 View on X
Financial Times

Sources: Tencent is boosting investment in gaming studios abroad, primarily in Europe, to diversify away from China despite the improving regulatory conditions

Financial Times :

2023-03-09
It's an open secret in China's AI world that high-end chips are still easy (but expensive) for blacklisted companies to get their hands on. @QianerLiu @Dimi and I dive into the multifaceted ways Chinese groups skirt Washington's export controls https://www.ft.com/...
2023-03-09 View on X
Financial Times

Sources: Chinese AI surveillance firms iFlytek and SenseTime are evading US sanctions to access high-end chips through cloud providers and other intermediaries

Financial Times :

2022-10-08
Gen-Z's outfitter Shein, closed funding round in April at just over $100bn valuation, making it the third largest startup. In the intervening months, it has shed up to one third of its value in private stake sales. Scoop with @JFK_America https://www.ft.com/...
2022-10-08 View on X
Financial Times

Sources: Chinese online fast fashion retailer Shein has been valued at $65B to $85B in private markets in recent months, down from $100B+ in April 2022

Financial Times : Tweets: @_inpractise , @eleanorolcott , and @jchengwsj Tweets: @_inpractise : Shein is pure regulatory arbitrage on two fronts: Avoiding both Beijing reg and Eur...