MiniMax-W: Beware the Throat-Cutting Competing Model From Anthropic
Anthropic released Haiku 5.5, within 1.4 points of the top Chinese model at a lower price. We revisit the cost advantage thesis for Chinese AI labs...
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MiniMax (100 HK) - Still Not Optimistic
US$9 billion seems to be the valuation bottom line. However, if core model's competitiveness cannot be demonstrated in the next iteration,...
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Primer: MiniMax - 08 Oct 2026
AI company developing multimodal models for text, audio, image, video, and music processing
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MiniMax (100 HK): Synthetic Expert Call Transcript (05 Oct 2026)
Rapid B2B Pivot: MiniMax is undergoing a massive structural shift; its consumer-facing "emotional companion" story (Talkie, Xingye) has hit a...
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MINIMAX-W: Stealth Model, Placement and the Short
We are bearish on MiniMax (100 HK) into the M3.1 launch. The model looks level with tier-one Chinese peers at best, and its release opens an equity...
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