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ai morning #19 — china's open-weight wave has two giants now
Two Chinese tech giants dropped Apache-licensed frontier models in the same 72-hour window. Both were built without a single American chip. One beats GPT-5.5 on coding; the other was live on OpenRouter before anyone announced it. The export-control theory of AI containment is having a rough Monday.
Marcus walks through what happened, why the simultaneous release of Hy3 and LongCat-2.0 stress-tests the West's containment thesis, and what it means for builders who can access both models today.
In this episode:
00:00 Intro
01:25 Hy3 + LongCat: two Chinese giants, zero — Tencent and Meituan drop…
The skinny
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