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ai morning #39 — alibaba ships qwen3.8-max and the launch video calls out the us chip ban
A 2.4 trillion parameter model dropped overnight with 16 days of autonomous coding on its resume and pricing 80% below GPT-5.6 Sol. The open weights arrive next week. What made the launch different: the announcement video made the US chip ban part of the story — not a side note, the centerpiece.
Marcus walks through what happened, why Alibaba called out chip restrictions by name in the launch video, and what it means for builders choosing between closed APIs and the incoming open-weight cost curve.
In this episode:
00:00 Intro
01:33 Qwen3.8-Max mocks the chip ban — Alibaba drops a 2.4T model…
The skinny
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