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Meituan
5 CÈ pieces since 21 June 2026: 3 intel items, 2 essays. Newest first. All companies →
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Indonesia will set food and courier delivery fees by decree in September.
Perpres 27/2026 took the ojol commission from 20 percent to 8 on 1 July. The regulation due in September prices delivery, turns seven million drivers into MSMEs, and splits enforcement between two ministries.
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Sovereignty costs 50% more engineering time; domestic chips still take 56% of China's AI servers
Domestic vendors are forecast to take 56 percent of China's AI server chip market in 2026, up from 46 percent, while foreign share falls to 21 percent from 34. Meituan trained LongCat-2.0 on a 50,000-chip domestic cluster.
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A frontier open model without a single Nvidia chip: Meituan releases the 1.6T LongCat-2.0 under MIT
Meituan open-sourced LongCat-2.0 under an MIT license: a 1.6-trillion-parameter mixture-of-experts model activating roughly 48 billion parameters per token, with a native one-million-token context, scoring 59.5 on SWE-bench Pro and trained end-to-end on a 50,000-card cluster of domestic Chinese AI chips.
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Two apps, one landlord (the merger might even help you, briefly)
Grab’s roughly US$7 billion move on GoTo is being read as a stock story and an antitrust story. For the merchant on the platform, it is a story about who owns the channel.
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Microsoft routes OpenAI models to China's tech giants through Singapore Azure
ByteDance, Tencent, Ant Group and Meituan now reach OpenAI's GPT models through Azure regions in Singapore and Hong Kong, since Microsoft will not host them on mainland soil. ByteDance alone is on track to spend over US$1 billion a year.