[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@poezhao0605 Avatar @poezhao0605 Poe Zhao

Poe Zhao posts on X about china, alibaba, infrastructure, tencent the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence technology brands countries finance stocks social networks travel destinations

Social topic influence china #1614, alibaba #74, infrastructure #1695, tencent #13, wechat, $80m #12, beijing #596, chips #970, open ai, $35b #2

Top assets mentioned Morgan Stanley (MS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Qwen(@Alibaba_Qwen )Chat keeps getting better. The personalization layer matters more than most people think. When your AI remembers your preferences and context across sessions the UX transforms completely. This is where the battle will be won"
X Link @poezhao0605 2025-10-15T15:05Z 1838 followers, XXX engagements

"@kakashiii111 Perfect example. That's the whole point: China learned reactive enforcement fails in strategic sectors. The Qualcomm probe isn't about distrust it's about shifting from post-deal monitoring to pre-deal screening"
X Link @poezhao0605 2025-10-13T08:21Z 1836 followers, 2188 engagements

"Yes and no. Chinas super apps built the infrastructure. But Western AI agents arent just copyingtheyre attempting something different. WeChat locks you in one ecosystem. AI agents promise interoperability across many. China proved centralized platforms work. The West is betting on intelligent orchestration. Different models. Different moats"
X Link @poezhao0605 2025-10-15T03:22Z 1838 followers, XXX engagements

"Looking at Hugging Face leaderboards from late September Alibaba and Tencent almost dominated the top XX. The rise of Chinese open models is quietly reshaping the generative AI landscape. While OpenAI and Anthropic grab headlines China's tech giants are flooding the ecosystem with competitive open-source alternatives"
X Link @poezhao0605 2025-09-29T02:11Z 1831 followers, 3885 engagements

"Live now: How China built a $3.5B AI toy industry 👉"
X Link @poezhao0605 2025-10-15T14:54Z 1838 followers, XXX engagements

"🤔 China markets today: Post-holiday rally fades fast. Shanghai Composite breaks below 3900 (-3.5%) ChiNext down 4%. Tech-heavy Hang Seng Tech slides 2%+ with Baidu -X% Alibaba -X% SMIC -5%. Lithium semis and precious metals leading declines"
X Link @poezhao0605 2025-10-10T08:20Z 1838 followers, XXX engagements

"Tencent is spending billions on AI. Its profits are soaring. But WeChatits XXX billion-user fortresswon't be transformed. Why Because the same dominance that makes WeChat untouchable makes it untransformable. Meanwhile ByteDance's Doubao already has 6x more users than Tencent's AI app. This isn't just China's problem. It's the template for every platform giant facing the AI revolution: How do you disrupt yourself without breaking what works New analysis on Hello China Tech Subscribe for insights on China tech that matter globally"
X Link @poezhao0605 2025-10-03T21:39Z 1830 followers, 5787 engagements

"$80 million. Thats what Qualcomm paid for Autotalksa company most people had never heard of. Three months later China launched a formal investigation. Qualcomms stock tanked. The reason reveals everything about how China now regulates tech M&A. Full analysis 🔒"
X Link @poezhao0605 2025-10-13T20:36Z 1836 followers, 1155 engagements

"Everyone's asking the wrong question about Qualcomm's $80M Israel chip deal. It's not "why did China investigate" It's "why did Qualcomm think they could get away with it" China explicitly told them in March 2024: file for approval. Qualcomm wrote back saying they'd abandon it. Four months later they closed anyway. No filing no notice. Just did it. The arrogance is almost impressive. Autotalks isn't some random chip companyit's one of three global players in V2X the communication protocol for connected vehicles. China's deploying this at scale. This is infrastructure they're treating like 5G"
X Link @poezhao0605 2025-10-13T13:01Z 1836 followers, 1236 engagements

"Spent the past week researching China's AI toy explosion for Hello China Tech. The headline number$3.5B market in 2024doesn't capture what's actually happening. I kept coming back to one video: a six-year-old sobbing over her broken AI companion. The toy's last words before shutting down: "I'll remember the happy times with you." That moment went viral in China. Comments split between heartwarming and deeply unsettling"
X Link @poezhao0605 2025-10-15T13:20Z 1838 followers, XXX engagements

"Perplexity's burning cash to grow Comet their AI browser. $XX per user. Free Pro subscription. Pure acquisition spend. They're not competing in search anymorethey want the browser itself. The ultimate entry point. Bold move. Expensive bet. Browsers are sticky and Chrome didn't need referral bonuses. Can AI features overcome switching costs That's the $XX question"
X Link @poezhao0605 2025-10-14T14:59Z 1838 followers, XXX engagements

"Why carmakers are falling back in love with petrol Only China has charged ahead in its green transition with electric vehicles which are expected to outsell petrol cars on an annual basis for the first time this year"
X Link @poezhao0605 2025-10-09T01:33Z 1836 followers, XXX engagements

"Two DeepSeek releases. Two chipmaker rallies. One clear signal. FP8 precision gave Chinese chipmakers a shared optimization target. TileLanga Python-like languagegot Day X support from Huawei Cambricon and Hygon. This is China building its own AI stack. Step by step. Set the standard. Provide the tools. Break the CUDA lock-in. But watch the gap between strategy and execution. DeepSeek still ships CUDA versions. Domestic chips still lag Nvidia performance. Coordination is real. Parity isntyet. Think Wintel moment for Chinese AI: creating a focal point to reduce dependency and improve cost"
X Link @poezhao0605 2025-10-06T00:17Z 1830 followers, 2701 engagements

"DeepSeek cut prices 50%. Everyone noticed the discount. Few noticed the footnote. A new programming language. Same-day support from Huawei Cambricon Hygon. This isnt about cheaper APIs. Its phase two of building a China-controlled AI stack. But coordination isnt conquest. Nvidias CUDA moat runs deep. Read the"
X Link @poezhao0605 2025-10-08T00:20Z 1829 followers, 12.7K engagements

"The procurement implications are wild. If commodity chips now carry geopolitical risk supply chain managers need to rethink everything. Taiwan's Silergy and Japan's Renesas are probably fielding a lot more calls this week. Full breakdown in this week's Flashpoint"
X Link @poezhao0605 2025-09-16T13:18Z 1832 followers, XXX engagements

"China raised $11.5bn across XXX AI companies this year. But the top XX captured XX% of all capital. The other XXX averaged $11m each. This isn't a pyramid. It's a spike. State capital now dominates. RMB funds make up XX% of deals. Even Cayman-incorporated Boston-based startups now bow to Shanghai's state funds. The new rule: Big checks come with red letterheads. Today's Flashpoint 👇"
X Link @poezhao0605 2025-10-08T13:57Z 1836 followers, 26.5K engagements

"Alibabas $53B bet wont pay off until 2028. DeepSeeks standards play is explicitly experimental. The capital cycle hasnt turned yet. I traced what breaks firstand why it matters beyond one city. Free to read. No paywall"
X Link @poezhao0605 2025-10-10T15:07Z 1836 followers, XXX engagements

"Tencent's AI quarter doesn't add up on the surface. $2.7B spent. Yuanbao (their ChatGPT) has 25M users ByteDance's has 157M. Brutal gap. But margins hit XX% and revenue growth accelerated. Backend AI works. The problem is WeChat. It's not just their biggest appit's literally everything. XXX billion users. China's entire digital economy runs through it. Integrating powerful AI there would be the obvious kill shot. They won't do it. Can't do it. Real AI would destroy their Mini Program rent collection. It breaks their minimalist product philosophy. And it creates regulatory nightmare fuel. You"
X Link @poezhao0605 2025-10-03T14:33Z 1830 followers, 2220 engagements

"Alibaba Clouds PAI platform integrates with NVIDIAs Physical AI stack at APSARA Conference. Chinese developers can now access NVIDIAs complete Physical AI toolkit through Alibabas PAI platform. Full pipeline from data processing to robot learning. This integration brings enterprise-grade embodied AI development to the cloud"
X Link @poezhao0605 2025-09-24T06:57Z 1830 followers, 1802 engagements

"Two announcements five days apart in September tell you everything about how China tech coordination actually works. Alibaba went loud: $XX billion AI infrastructure commitment trillion-parameter model shares hitting four-year highs. Bloomberg analysts called it reckless. Company just posted $2.6B cash outflow as capex tripled. DeepSeek went quiet: adopted TileLang a Python-like language for non-Nvidia AI accelerators. Same day Huawei Cambricon Hygon announced support. Western coverage missed it entirely focused only on price cuts. Both happened in Hangzhoua city that wasnt supposed to become"
X Link @poezhao0605 2025-10-11T15:39Z 1836 followers, 5137 engagements

"Alibaba and Baidu shifting model training onto in-house chips is more than a supply-chain tweak. It shows how U.S. export controls are accelerating a familiar China playbook: use policy pressure and domestic scale to build good enough alternatives. Nvidias H20 still outperforms but the gap matters less if Alibabas silicon already handles most workloads at lower cost. This pattern mirrors EV batteries and solar: external pressure + massive local demand = a self-reinforcing loop of rapid iteration"
X Link @poezhao0605 2025-09-12T01:51Z 1837 followers, 1473 engagements

"Three chip deals three strategies. Nvidia invested $100bn in OpenAI. AMD offered equity warrants. Broadcom gets paid in fullno financial sweeteners. Sam Altman (@sama )knows how to play the game"
X Link @poezhao0605 2025-10-13T13:56Z 1838 followers, XXX engagements

"Everyone thinks they understand Hangzhous tech success. They dont. What looks like Chinas best-coordinated ecosystem is actually the most fragile. Sept 24-29 proved it. Alibaba bets $53B on AI. Five days later DeepSeek triggers instant chip industry alignment. Same city. Zero formal coordination. This wasnt strategy. It was accidents that havent broken yet. Heres what actually holds Hangzhou together: One company that couldve left. One university that reformed by chance. Capital with nowhere else to go. Officials who happened to stay hands-off. Four forces. No inherent reason to remain"
X Link @poezhao0605 2025-10-10T15:07Z 1836 followers, 1796 engagements

"If youre watching Chinas AI industry you cant ignore this: DeepSeek is flipping the power structure. The LLM company now tells chipmakers where to optimize. Two technical footnotes. Two market rallies. One paradigm shift. Old playbook: hardware defines software. New playbook: application layer defines hardware roadmap. This is how Chinas AI stack gets builtfrom the top down"
X Link @poezhao0605 2025-10-02T23:10Z 1830 followers, 10.1K engagements

"Getting this warning from Substack means I wrote something worth your time. New premium analysis dropping tonight: Why China launched an antitrust probe over Qualcomm's $80M acquisition of a tiny Israeli chipmaker. Spoiler: There are no small deals in strategic tech anymore. Full breakdown of Beijing's new regulatory playbookfor premium subscribers only. Upgrade here:"
X Link @poezhao0605 2025-10-13T08:10Z 1836 followers, 3886 engagements

"#WeekendBrief Hello China Tech China's tech giants face the same AI revolution. Opposite responses. - Tencent: Enhance what works. Monetize now. - Alibaba: Rebuild everything. Dominate infrastructure. Five curated reads 👇"
X Link @poezhao0605 2025-10-05T03:11Z 1836 followers, 1157 engagements

"The China EV hierarchy just got completely turned upside down and Im still processing how fast it happened. Li Auto was the golden childonly profitable New Forces startup seemed untouchable. Now theyre panic-cutting prices on new launches and forecasting XX% sales drops. Their pure EV bet is flopping. Meanwhile Leapmotor just hit #1 by copying Li Autos mobile living room concept at XX% the price. Turns out Chinese families wanted the fridge and big screenjust not the luxury markup. XPengs comeback might be even better. Basically dead XX months ago bleeding cash. New management launched MONA"
X Link @poezhao0605 2025-09-08T23:22Z 1838 followers, 58.4K engagements

"Alibaba's $250B market cap surge is triggering massive FOMO among global funds. International funds remain XXX% underweight vs MSCI China Index (Morgan Stanley data). Cathie Wood just bought $16Mher first position in four years. But here's what most miss: This isn't another AI spending spree. It's a calculated dual strategy to own China's entire AI stack.link below"
X Link @poezhao0605 2025-10-04T10:59Z 1830 followers, 3779 engagements

"Perplexity's $XX referral bonus looks quaint compared to China. Alibaba and Tencent: $140M/month. Each. Racing to replace search with integrated "do-engines." Not better search. No search at all. One AI interface for everythingflights food payments. Complete ecosystem lock-in. The West protects ad revenue. China's already fighting the next war. I wrote about this billion-dollar bonfire and why it matters for the future of the internet:"
X Link @poezhao0605 2025-10-14T15:02Z 1838 followers, 6158 engagements

"The lesson: XX% of Qualcomm's revenue is China. A relatively small deal becomes leverage when it touches what Beijing considers sovereign tech. Size doesn't matter if you're in automotive chips AI accelerators connectivity. Full breakdown: #Qualcomm #V2X"
X Link @poezhao0605 2025-10-14T07:55Z 1838 followers, XXX engagements

"Tencent doubled AI spending. Yet refuses to touch its crown jewel. WeChat could become the world's most powerful AI assistant. 1.4B users. Complete social graph. Every transaction. But integration would destroy the Mini Program empire that prints money"
X Link @poezhao0605 2025-10-05T03:11Z 1836 followers, XXX engagements

"In China this is already happening at 10x scale. AI interfaces so deeply integrated with their ecosystems that they replace search entirely. Not better search. No search. Book flights order food pay billsall through one conversational OS. Complete ecosystem lock-in. The future of the internet isnt about finding information. Its about executing tasks"
X Link @poezhao0605 2025-10-14T23:14Z 1838 followers, 5757 engagements

"Chinas capital markets are rewriting their narrative: Not consumer internet not property but hard tech IPOs. This comes from Caijing Magazine Beijing-based widely read in Chinas government business and academic circles. Its more than a financial journalits a barometer of elite consensus. Robotic hands holding candlesticks. Finance isnt just pricing companies; its underwriting a national tech strategy"
X Link @poezhao0605 2025-10-05T07:35Z 1836 followers, 6065 engagements

"What Qualcomm missed: China's enforcement isn't about deal size anymore. It's about infrastructure control. You can buy a billion-dollar software company with less scrutiny than an $80M chip firm if one touches what Beijing considers sovereign tech. Walked through what this means for tech M&A"
X Link @poezhao0605 2025-10-13T13:01Z 1836 followers, 1430 engagements