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Delphi Digital
Delphi Digital's conversations and research discussions across crypto, AI, technology, venture investing, and markets, including Hivemind and The Delphi Podcast.
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China’s AI Advantage Is Bigger Than You Think
Chinese labs are stabilizing multi-trillion-parameter MoE training and open-sourcing recipes that spread GRPO/RLVR variants within months.Open-weight price wars could make tokens an electricity derivative as China adds capacity 6x faster and co-designs weaker chips for cheaper serving.A 2028 Ascend model could be a catalyst, while possible export restrictions preserve bridge-demolition risk.