Many people are now FOMO about Zhipu and Minimax.


The slogan is
"Claude ARR has already reached $30 billion, but no Chinese people can use it. There must be a domestic company that can meet the demand. If Minimax's ARR can also grow tenfold in a year, then the current valuation is too cheap."
But,
When Google exited China, everyone who went all-in on Baidu thought the same way. 🥲🥲🥲🥲
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