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Meituan on Pulse

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The full thread of our Meituan coverage — a running record of every development we've tracked, with the VC take on each.

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Jun 30, 2026
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  1. Jun 30, 2026AIMeituan Open-Sources LongCat-2.0, a 1.6T Near-Frontier Model Trained Entirely on Chinese Chips1.6T parameters→
  2. Jun 30, 2026AIMeituan Open-Sources LongCat-2.0, a 1.6T Agentic Coding Model Trained Entirely on Chinese Chips1.6T parameters→

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AI1.6T parameters

Meituan Open-Sources LongCat-2.0, a 1.6T Near-Frontier Model Trained Entirely on Chinese Chips

Meituan open-sourced LongCat-2.0, a 1.6-trillion-parameter agentic coding model trained entirely on Chinese-made chips, marking a significant milestone in China's push toward AI self-sufficiency amid continued export restrictions on advanced Western AI hardware. The release positions LongCat-2.0 as near-frontier in capability while proving domestic chip infrastructure can now train models at genuinely large scale.

Jun 30, 2026
AI1.6T parameters

Meituan Open-Sources LongCat-2.0, a 1.6T Agentic Coding Model Trained Entirely on Chinese Chips

Meituan open-sourced LongCat-2.0, a 1.6-trillion-parameter mixture-of-experts coding model with a one-million-token context window, releasing it under the permissive MIT license on GitHub and Hugging Face. The release unmasked 'Owl Alpha,' the anonymous stealth model that had quietly topped global developer charts on OpenRouter for two months -- and revealed that the entire system was trained and served on a 50,000-card domestic compute cluster with no Nvidia or AMD accelerators. It is the clearest evidence yet that China can build a near-frontier AI stack end to end despite US export controls.

Jun 30, 2026
@Trace_Cohen·t@nyvp.com