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Xi meets with PLA and PAP delegates; Wang Yi press conference; US-China; China and Iran; OpenClaw frenzy

Sinocism | Bill Bishop | Substack [Unofficial] March 9, 2026
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The “OpenClaw” frenzy has is spreading, driven by a chaotic mix of grassroots FOMO, aggressive cloud vendor marketing, and local government industrial policy. As detailed in OpenClaw Conquered China in 100 Days | Why Cloud, Model, and Device Players All Embraced It by Hello China Tech, the open-source AI agent platform OpenClaw has sparked an installation mania. Users are lining up at Tencent’s Shenzhen headquarters for free setups, while a cottage industry of paid installers has emerged online for users who deploy the agent first and figure out a use case later. This rapid adoption validates the token-consumption economics that Chinese cloud and LLM providers desperately need to justify their infrastructure spending. Investors are excited, with OpenClaw AI Mania Fires up Chinese Tech Leaders, Cloud Stocks - Bloomberg noting surging shares for AI startups like MiniMax.

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