@poezhao0605 Avatar @poezhao0605 Poe Zhao

Poe Zhao posts on X about ai, alibaba, china, tencent the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands 54% finance 25.33% countries 18.67% social networks 10% travel destinations 8% stocks 7.33% automotive brands 2.67% currencies 0.67% cryptocurrencies 0.67% exchanges 0.67%

Social topic influence ai 52%, alibaba #148, china 18%, tencent #64, market 12.67%, bytedance #46, chip #902, business 8.67%, baidu #19, ipo #378

Top accounts mentioned or mentioned by @cnbizinsider @graynoize @kakashiii111 @john421000 @rallynemesis666 @presidentlin @johnliunn @awakentom @eleanorolcott @kyleichan @zijingwu @alibabaqwen @tshirtnjeans2 @the_zack_zhu @aramiszp @clementmiao @brandonrashkin @eliebakouch @dyz_ob @aceboy8844

Top Social Posts

Top posts by engagements in the last [--] hours

"Robin Li just shared Apollo Gos latest metrics. The numbers tell the story: [------] robotaxi rides per week. [--] million total rides globally. Over [---] million kilometers in fully driverless mode"
X Link 2025-11-13T02:30Z [----] followers, [----] engagements

"Passed by a Unitree robotics store near Shuangjing in Beijing after dinner. You can take home a G1 humanoid robot for around [-----] RMB ($12400). The consumer robotics market in China is moving faster than most people realize"
X Link 2026-02-12T14:15Z [----] followers, 36.9K engagements

"DeepSeek is testing a new long-context model on its web and mobile apps. The update brings 1M token context window up from 128K. API service remains at V3.2 with 128K context. Smart move to pilot major infrastructure changes on consumer products first. 🤔 DeepSeek just rolled out 1M context window support on web and app. New model next 🤔 DeepSeek just rolled out 1M context window support on web and app. New model next"
X Link 2026-02-13T13:38Z [----] followers, [----] engagements

"Chinas Spring Festival holiday officially started today. [--] days. The entire country slows down. But word is several tech giants are still heads-down pushing updates and announcements. The AI race doesnt take holidays. Tomorrow is Lunar New Years Eve 🥱"
X Link 2026-02-15T01:16Z [----] followers, [----] engagements

"Zhipu Minimax and ByteDance have all dropped model updates this week. Tomorrow its likely Alibabas turn with a new generation of Qwen. Spring Festival but the model race never sleeps. Chinas Spring Festival holiday officially started today. [--] days. The entire country slows down. But word is several tech giants are still heads-down pushing updates and announcements. The AI race doesnt take holidays. Tomorrow is Lunar New Years Eve 🥱 Chinas Spring Festival holiday officially started today. [--] days. The entire country slows down. But word is several tech giants are still heads-down pushing"
X Link 2026-02-15T15:26Z [----] followers, [----] engagements

"@Presidentlin Consider this: tomorrow is Lunar New Years Eve the final day of the Year of the Snake. My bet is Alibaba is cooking up something major"
X Link 2026-02-15T15:35Z [----] followers, [---] engagements

"Alibaba just reported its most dramatic quarterly results in years. Operating profit crashed 85%. Cloud revenue jumped 34%. The contradiction tells a bigger story. CEO Eddie Wu is burning billions on two fronts: AI infrastructure and instant retail subsidies. Flashdeal lost roughly $5 billion this quarter alone. This represents deliberate strategy. The old Alibaba optimized for today's profits. The new Alibaba is building tomorrow's platform. Wu has a three-year window to prove this gamble works. My latest analysis breaks down why this transformation matters far beyond Alibaba. It's about"
X Link 2025-11-28T12:54Z [----] followers, 35K engagements

"People keep comparing Chinese AI startups to OpenAI and Anthropic. This misses the point entirely. Zhipu and MiniMax arent racing against Silicon Valley. Their real competitors are Alibaba and ByteDance. These tech giants have infinite capital existing user bases and distribution power. The survival game for Chinese AI startups is about carving out space against domestic giants not catching up with US labs. Different battlefield different rules. https://twitter.com/i/web/status/2009915234958368775 https://twitter.com/i/web/status/2009915234958368775"
X Link 2026-01-10T09:08Z [----] followers, [----] engagements

"Yu Kai left Baidu to build Horizon Robotics. Lou Tiancheng founded Pony ai. Han Xu started WeRide. All three are now public companies worth billions. All three were built by former Baidu executives who helped pioneer these technologies inside the conglomerate. Baidu can incubate frontier tech. But it struggles to capture the value. My latest piece on why integration destroys value: https://hellochinatech.com/p/baidu-spinoff-valuation-trap https://twitter.com/i/web/status/2011417762498027730 https://hellochinatech.com/p/baidu-spinoff-valuation-trap"
X Link 2026-01-14T12:38Z [----] followers, [----] engagements

"Chinese rocket companies are going public while burning billions. LandSpace: RMB 3.5B losses RMB 36M revenue RMB 10B+ valuation target. This looks irrational until you see what's happening. China is using IPOs to fund space infrastructure. Technical milestones replace financial metrics. Public markets distribute the risk. The US bet on SpaceX dominance. China is building parallel capabilities across multiple companies. System resilience over single-company efficiency. Whether this works depends on commercial applications emerging at scale. That outcome is years away. New piece(No"
X Link 2026-01-27T12:54Z [----] followers, [----] engagements

"Tencents AI chatbot Yuanbao is launching public beta for its social features soon. The new Yuanbao will let users listen to music together and watch videos together with direct access to QQ Music and Tencent Video libraries. Baidu is exploring similar social integrations for ERNIE Bot. Chinese AI companies are testing a different playbook than their Western counterparts. Theyre embedding social elements into AI assistants leveraging existing content ecosystems rather than focusing purely on reasoning capabilities. This reflects Chinas mobile internet DNA where super apps dominate. The bet: AI"
X Link 2026-01-31T00:00Z [----] followers, 10.2K engagements

"Tencent launched an AI group chat feature yesterday. But heres whats strange: you need an invite code to create a group. And its not in WeChatits in a separate app most people have never heard of. For a company that owns Chinas default social infrastructure with [---] billion users this is an odd choice. Unless theres a reason Tencent cantor wontput AI inside WeChat. I think this launch reveals something important about how platform giants will navigate the AI transition. And its not what most people expect. https://hellochinatech.com/p/sandbox-strategy-tencent-ai-social"
X Link 2026-02-02T12:14Z [----] followers, [----] engagements

"Last fall I described Tencents approach as building a separate vessel Yuanbao and forcing its ecosystem to tow it rather than retrofitting WeChat itself. That argument leaned on capital spending distribution tactics and the structural risks of touching a national-scale communications layer. Yuanbao Pai turns the same thesis into a visible product experiment. It shows what Tencent is willing to test at the edge and what it still refuses to risk at the center. Tencent launched an AI group chat feature yesterday. But heres whats strange: you need an invite code to create a group. And its not in"
X Link 2026-02-02T12:31Z [----] followers, [----] engagements

"Recent tech IPOs reveal something subtle but significant: Tencent has quietly restructured its entire investment thesis. The portfolio companies going public this year - Zhipu MiniMaxCXMT Enflame - share common traits: capital-intensive technology-dense long development cycles. This is fundamentally different from Tencents internet-era playbook of backing platform businesses built on network effects. Pony Mas announcement about exiting JD com and Meituan stakes feels like more than financial engineering. It marks a strategic pivot from traffic + platforms to compute + models. What interests"
X Link 2026-02-02T23:54Z [----] followers, [----] engagements

"Tencent just did something counterintuitive. It launched an AI social feature but kept it far away from WeChat. Creation requires invite codes. The AI only speaks when you @ it. Every design choice makes distribution harder not easier. This looks like caution. But I think its something else. When you own critical infrastructure at national scale the rules change. What looks like the obvious move (put AI in WeChat groups) might actually be the riskiest one. Why Thats what the piece is about. https://hellochinatech.com/p/sandbox-strategy-tencent-ai-social"
X Link 2026-02-03T07:03Z [----] followers, [----] engagements

"The framework works. Three months ago I identified a structural problem in Xiaomi's automotive business. The company was shipping cars faster than it was selling new ones. I called it the "Air Pocket." New data confirms the pattern. Sources report Xiaomi's order backlog has fallen to 100K units enough for less than [--] months at current delivery rates. The new SU7 generation has received fewer than 100K orders since opening for pre-orders. This is what systematic analysis looks like. You track consumption rate versus replenishment rate. You model the depletion timeline. You identify the"
X Link 2026-02-03T07:58Z [----] followers, [----] engagements

"Tencent holds 20.26% of Enflame through Tencent Technology (Shenzhen) and Suzhou Paiyi. At the pre-IPO valuation of RMB 20.5B ($2.8B) that's roughly $570M in paper value. I don't have visibility into Tencent's stake in CXMT though. But I think the bigger story here is strategic not financial. Tencent also accounts for 71.84% of Enflame's revenue. This is less about investment returns and more about building a captive supplier for AI chip supply chain insurance. I wrote about the mechanics here: https://hellochinatech.com/p/enflame-tencent-captive-supplier @poezhao0605 Oh Do you know how much"
X Link 2026-02-03T12:09Z [----] followers, [----] engagements

"If Tencent only wanted a safe sandbox a WeChat Mini Program could have served that purpose. The choice to place Yuanbao Pai inside the Yuanbao app suggests a second question that Tencent is actively testing. AI social may be a different category from instant messaging. Tencent just did something counterintuitive. It launched an AI social feature but kept it far away from WeChat. Creation requires invite codes. The AI only speaks when you @ it. Every design choice makes distribution harder not easier. This looks like caution. But I think Tencent just did something counterintuitive. It launched"
X Link 2026-02-03T23:46Z [----] followers, [----] engagements

"These past few days Tencents Yuanbao AI has been flooding WeChat groups with red envelope promotions. Today Tencents WeChat blocked Tencents Yuanbao. 😂 The warning says the page contains content that induces sharing and following"
X Link 2026-02-04T02:36Z [----] followers, [----] engagements

"Hearing from sources in China: A USD fund quietly sold part of its Xiaohongshu (RedNote) shares at a $50 billion valuation in late [----]. For context the widely known valuation was around [---] billion RMB ($31 billion). This deal suggests a nearly 60% jump. Secondary market moves often tell you more than official announcements. https://twitter.com/i/web/status/2019026792624103865 https://twitter.com/i/web/status/2019026792624103865"
X Link 2026-02-04T12:34Z [----] followers, [----] engagements

"https://huggingface.co/Qwen/Qwen3-Coder-Next https://huggingface.co/Qwen/Qwen3-Coder-Next"
X Link 2026-02-05T02:08Z [----] followers, [---] engagements

"https://github.com/Tencent/hpc-ops https://github.com/Tencent/hpc-ops"
X Link 2026-02-05T02:08Z [----] followers, [---] engagements

"China's latest internet report shows GenAI adoption accelerated dramatically in [----]. [---] million people now use generative AI tools that's 42.8% of all internet users up [----] percentage points from [----]. The user base more than doubled year-over-year (141.7% growth). For context: China's total internet users reached [-----] billion (80.1% penetration) as of December [----]. https://twitter.com/i/web/status/2019243754646094328 https://twitter.com/i/web/status/2019243754646094328"
X Link 2026-02-05T02:56Z [----] followers, [----] engagements

"China's GenAI user base just hit [---] million (42.8% penetration up from 17.6% a year ago). But the real growth wave is happening right now. Chinese New Year is less than two weeks away. Alibaba ByteDance Tencent and Baidu are already running "red envelope" campaigns to drive AI app adoption. These are digital cash giveaways tied to using their AI products a proven user acquisition playbook during China's biggest holiday. I think we'll see another step function change in user numbers. This matters because [----] was about experimentation. [----] will be about habit formation. China's latest"
X Link 2026-02-05T07:36Z [----] followers, [----] engagements

"Looking at [----] global auto sales: China grew 9% to [-----] million units while the US barely moved at +1% (16.72m). India showed momentum at +7% (5.58m) but major markets like Germany and Japan stayed flat. China's growth stands out. The market is consolidating around stronger players and that's driving volume. Meanwhile Russia collapsed Mexico slowed and Argentina surprised with solid gains. https://twitter.com/i/web/status/2019422545070764035 https://twitter.com/i/web/status/2019422545070764035"
X Link 2026-02-05T14:47Z [----] followers, [----] engagements

"Alibabas Qwen just launched a Spring Festival promo today that tells you everything about Chinas AI user acquisition playbook. Each new user gets a [--] ($3.4) voucher to order food milk tea or groceries directly inside the Qwen app. Invite a friend to download Qwen you get another voucher. Up to [--] invites per person. The total campaign budget: [--] billion ($410M). Interesting contrast with Tencent which is handing out straight cash red envelopes. Alibabas approach is different. Every yuan spent through Qwen flows back into its own e-commerce ecosystem. This is what AI super app looks like in"
X Link 2026-02-05T23:48Z [----] followers, [----] engagements

"Alibabas 3B Spring Festival campaign makes more sense when you know what happened on January 15: Qwen became the primary transaction interface for Taobao instant commerce Alipay and travel bookings. The vouchers train users to complete purchases through an agent interface instead of browsing apps. I wrote about the structural bet Alibaba is making and why it forces a rewrite of Taobaos economics: https://hellochinatech.com/p/alibaba-qwen-agent-taobao-economics Alibabas Qwen just launched a Spring Festival promo today that tells you everything about Chinas AI user acquisition playbook. Each"
X Link 2026-02-06T02:29Z [----] followers, [----] engagements

"Tencent has launched WorkBuddy an AI desktop agent tool now in beta testing. The product positions itself as an all-scenario workplace AI assistant platform. This marks Tencent's official entry into the desktop agent tool market. The competition for China's answer to Cowork has begun. https://twitter.com/i/web/status/2019629468273504600 https://twitter.com/i/web/status/2019629468273504600"
X Link 2026-02-06T04:29Z [----] followers, [----] engagements

"China's AI app race is getting intense. Last Sunday Tencent's Yuanbao launched a [--] billion yuan red envelope campaign and took the #1 spot on China's App Store free app chart overtaking ByteDance's Doubao. Today Alibaba's Qwen started giving away vouchers and jumped to #1 pushing Yuanbao to #2. This is how Chinese tech companies compete. They burn cash to acquire users first then figure out monetization later. The question is whether any of them can build real stickiness beyond the subsidies. https://twitter.com/i/web/status/2019660184717828494"
X Link 2026-02-06T06:31Z [----] followers, [----] engagements

"Chinese PV stocks surged 30%+ after Musks team visited solar manufacturers. Then regulators and companies cooled it within [--] hours. I tracked what happened. The supply chain logic is real. The investability Much harder question. New FlashPoint breaks down the 24-hour cycle: https://hellochinatech.com/p/china-pv-space-solar-pop-paper-trail https://hellochinatech.com/p/china-pv-space-solar-pop-paper-trail"
X Link 2026-02-06T12:54Z [----] followers, [----] engagements

"Chinas central bank and seven other regulators issued a new notice on virtual currency risks today. The key message: Bitcoin Ethereum and stablecoins like Tether do not have legal tender status and cannot be used as currency in China"
X Link 2026-02-06T23:55Z [----] followers, [----] engagements

"Chinese LLM startups arent racing to become Chinas OpenAI. Thats a big tech narrative. Theyre all racing to become Chinas Anthropic instead. Zhipu MiniMax and Moonshot(Kimi) each have their own Coding Plan. This isnt a coincidence. It reflects a deliberate choice about business model and product wedge. In China building a mass-market chat interface follows OpenAIs playbook. But its less viable and offers worse unit economics. Using coding agents to penetrate developer and enterprise workflows mirrors Anthropics actual path. Its easier to drive measurable growth and revenue."
X Link 2026-02-07T15:20Z [----] followers, 26.1K engagements

"Qwen3.5 is coming. ByteDance and DeepSeek (rumored) are likely next. The race to ship new models before Chinese New Year is creating a packed news cycle for Chinese AI. Everyone wants to make their mark before the holiday break. new Qwen3.5 coming soon the arch is basically Qwen3 Next for text + Qwen3 VL for vision this is the first qwen model that is release directly with VL suppot https://t.co/12t0yiWUOE new Qwen3.5 coming soon the arch is basically Qwen3 Next for text + Qwen3 VL for vision this is the first qwen model that is release directly with VL suppot https://t.co/12t0yiWUOE"
X Link 2026-02-08T07:34Z [----] followers, 10.4K engagements

"Tencent is testing whether AI social belongs inside WeChat or requires an entirely new container. Alibaba is compressing the attention-based ad model that made Taobao profitable. Both moves signal the same constraint: deep moats make turning harder. https://t.co/HDNgSDS4ZH https://t.co/HDNgSDS4ZH"
X Link 2026-02-08T14:33Z [----] followers, [----] engagements

"@graynoize Bytedance is different. They have strong cash flow and arent in a rush to IPO anytime soon"
X Link 2026-02-08T23:47Z [----] followers, [--] engagements

"Tencents Yuanbao Pai shows how a deep moat turns innovation into a controlled experiment and why WeChat remains untouchable. It is too early to call Yuanbao Pai a success or failure. The more revealing question is what Tencent does after the beta. https://hellochinatech.com/p/sandbox-strategy-tencent-ai-social https://hellochinatech.com/p/sandbox-strategy-tencent-ai-social"
X Link 2026-02-09T02:57Z [----] followers, [----] engagements

"@kakashiii111 Yes. ByteDance keeps the pressure on and Tencent is catching up as well"
X Link 2026-02-09T10:28Z [----] followers, [--] engagements

"This is the full picture of Chinas AI chip landscape. Inference workloads are becoming competitive ground for domestic chips. Training large models remains NVIDIAs domain. https://hellochinatech.com/p/china-compute-efficiency-vs-scale https://hellochinatech.com/p/china-compute-efficiency-vs-scale"
X Link 2026-02-10T00:40Z [----] followers, [----] engagements

"A Xiaomi YU7 electric vehicle was spotted testing in California recently sparking speculation about US market entry. Xiaomi founder Lei Jun clarified on Chinese social media: the company has no plans to enter the US market. He believes this vehicle was likely purchased by a US competitor or supplier for benchmarking purposes. This aligns with the broader reality facing Chinese EV makers. The US market remains challenging due to tariffs and geopolitical tensions. Chinese brands are focusing on Europe Southeast Asia and the Middle East instead."
X Link 2026-02-10T00:52Z [----] followers, [----] engagements

"Heres how Chinas tech giants and AI startups are competing during Chinese New Year 2026: Big tech is going all in on consumer marketing. ByteDances Doubao is sponsoring CCTVs Spring Festival Gala. Alibabas Qwen is putting [--] billion yuan into red envelope campaigns Tencents Yuanbao [--] billion and Baidu [---] million. Qwen also locked down four provincial TV galas including Shanghais Dragon TV. Meanwhile startups are quietly shipping models. Kimi [---] is now topping OpenRouters leaderboard. A mysterious but powerful model called Pony Alpha is in testing rumored to be Zhipus small model. Minimax 2.2"
X Link 2026-02-10T05:27Z [----] followers, [----] engagements

"Interesting timing. Two Chinese tech media pieces about Kimi's global expansion dropped on the same day. Looks like Moonshot is deliberately building a "going global" narrative right now. The question is: why now and for whom"
X Link 2026-02-10T12:22Z [----] followers, 12.8K engagements

"ByteDance officially announced today that its Doubao AI assistant is running a major giveaway during Chinas CCTV Spring Festival Gala on Feb [--] (Chinese New Years Eve). The campaign offers cash prizes and over [------] tech products powered by Doubaos AI models. Heres what makes this interesting: The tech prizes arent just random gadgets. Every item integrates Doubaos LLM capabilities. Unitree robots use Doubao for voice synthesis and conversational AI. SAIC Audis E5 Sportback features an Audi Assistant built on Doubaos models for natural dialogue with drivers. This is ByteDance using the Galas"
X Link 2026-02-10T15:08Z [----] followers, [----] engagements

"CNN's John Liu (@JohnLiuNN ) wrote a thorough piece on where China's AI industry really stands. I shared some thoughts on why open-source has become the dominant strategy for Chinese AI companies. One thing I find worth watching: the open-source wave is reshaping how AI gets adopted across industries in China. The long-term implications go well beyond model benchmarks. https://www.cnn.com/2026/02/10/tech/china-us-ai-race-challenges-intl-hnk-dst https://www.cnn.com/2026/02/10/tech/china-us-ai-race-challenges-intl-hnk-dst"
X Link 2026-02-11T05:07Z [----] followers, [----] engagements

"Baidu is quietly positioning itself as a key player in China's embodied intelligence race. Two data points tell the story. First a new Omdia report shows Baidu Cloud holds 35% of China's embodied intelligence AI cloud market in 1H25. That's more than double the second-place player. Alibaba Cloud and Tencent Cloud trail at 17% and 16% respectively. Second Beijing Humanoid Robot Innovation Center closed its first market-based funding round last week at over [---] million yuan ($96M). Baidu participated as a strategic investor alongside state-backed funds. The center just unveiled Tiangong [---] its"
X Link 2026-02-11T06:58Z [----] followers, [----] engagements

"🤔 DeepSeek just rolled out 1M context window support on web and app. New model next"
X Link 2026-02-11T10:14Z [----] followers, 11K engagements

"Chinese robotics startups raised $5.5 billion in [----]. Valuations jumped from RMB 200M to RMB 5B in months. Consensus looks solid. But when two of Chinas top VCs publicly fight over the sector something else is happening. I wrote about the pattern behind Chinas investment waves. Its not about robotics. Its about how views become investable consensus faster than fundamentals can catch up. This same machine will show up in the next sector. And the next one. Free to read no paywall https://hellochinatech.com/p/china-consensus-machine-robotics"
X Link 2026-02-11T12:43Z [----] followers, [----] engagements

"Chinas embodied AI investment wave is not unique. The same consensus amplification sequence has appeared in electric vehicles solar panels mobile internet and other sectors that attracted coordinated capital deployment. Understanding the sequence matters more than evaluating the current sector. Today the subject is robotics. Tomorrow it will be brain-computer interfaces or synthetic biology or quantum computing. The mechanisms will remain constant: trigger events establish permission amplification cycles create urgency and fragility points determine which investments survive the inevitable"
X Link 2026-02-11T15:26Z [----] followers, [----] engagements

"In March [----] Zhu Xiaohu said he was batch exiting robotics. Hours later Zhang Ying fired back publicly: Dont mess around Mr. Zhu. Two of Chinas most respected investors. A public fight. Over a sector that supposedly has strong consensus. I think this tells us more about how Chinese tech investing actually works than any funding number. New piece on what I call the consensus machine and how international investors should read it. Free piece open to everyone Chinese robotics startups raised $5.5 billion in [----]. Valuations jumped from RMB 200M to RMB 5B in months. Consensus looks solid. But"
X Link 2026-02-11T23:35Z [----] followers, [----] engagements

"Enflame a Shanghai-based AI chip maker backed by Tencent just moved to inquiry status for its STAR Market IPO. [--] days from acceptance to inquiry. That's fast even by Chinese standards. The speed makes more sense when you see the business model. Enflame operates as a $2.8 billion insurance policy for Tencent. Traditional chip valuation frameworks completely miss what's actually going on. I broke down how the captive supplier model https://hellochinatech.com/p/enflame-tencent-captive-supplier https://hellochinatech.com/p/enflame-tencent-captive-supplier"
X Link 2026-02-12T02:48Z [----] followers, [----] engagements

"Im publishing a long read on Chinas Spring Festival AI red packet war. RMB 4.5B disclosed subsidies. The viral loop got flagged by WeChat. The agent ordered the wrong coffee. The business model still isnt there. If you want it when it lands subscribe to Hello China Tech https://hellochinatech.com/subscribe https://hellochinatech.com/subscribe"
X Link 2026-02-12T03:42Z [----] followers, [----] engagements

"Enflame one of Chinas top four domestic GPU startups just cleared another IPO hurdle in [--] days. It was founded first among the four but will list last. That timing tells you something about how Chinese internet giants are restructuring their chip supply chains. Tencent Baidu and Alibaba are each taking a different path. I mapped out all three models. Enflame a Shanghai-based AI chip maker backed by Tencent just moved to inquiry status for its STAR Market IPO. [--] days from acceptance to inquiry. That's fast even by Chinese standards. The speed makes more sense when you see the business model."
X Link 2026-02-12T07:04Z [----] followers, [----] engagements

"ByteDance's Seedance [---] is impressive. Musk called it fast. Jia Zhangke the Cannes-winning Chinese director behind "Still Life" and "Ash Is Purest White" wants to make a film with it. The AI video space is having its "everyone can shoot" moment. But remember what happened with cameras. Smartphones made everyone a videographer. Hollywood budgets kept climbing. AI video tools will explode creative content. Short-form experimental AI-native formats will thrive. But for commercial filmmaking the moat is shifting from "can you produce this" to "can you integrate story emotion pacing and"
X Link 2026-02-12T11:30Z [----] followers, [----] engagements

"@awaken_tom Interesting framing. In China ByteDance is building both ends simultaneously. Seedance [---] for creation Douyin for distribution. The company that controls both the tool and the platform has the strongest position"
X Link 2026-02-12T12:44Z [----] followers, [---] engagements

"My latest analysis is out on AI Frontiers -- a framework for understanding why China and the US are building AI industries along very different paths. The core argument: when capital is scarcer consumer willingness to pay is near zero and software spending per worker is $84 (vs. $2284 in the US) you don't get a slower version of the American playbook. You get a different game entirely. I explore how these constraints are pushing Chinese startups toward efficiency-first models born-global consumer strategies and faster industrial deployment. This piece covers the macro picture. At Hello China"
X Link 2026-02-12T14:03Z [----] followers, [----] engagements

"iSpace just closed a [--] billion yuan ($690M) D++ round. The largest single funding round ever for a Chinese private rocket company. Some context on iSpace. The company's solid rocket has a mixed track record. Multiple launch failures between [----] and [----]. Its next-gen reusable methane rocket won't fly until late [----] at the earliest. Yet investors are lining up. This is part of a pattern. Last year Galactic Energy raised [---] billion yuan. Space Pioneer raised nearly [---] billion yuan. One industry insider told Chinese media that "investors have money they can't deploy because there aren't"
X Link 2026-02-12T20:38Z [----] followers, [---] engagements

"Chinese robotics startups raised $5.5 billion in [----]. Valuations jumped from RMB 200M to RMB 5B in months. Consensus looks solid. But when two of Chinas top VCs publicly fight over the sector something else is happening. I wrote about the pattern behind Chinas investment Chinese robotics startups raised $5.5 billion in [----]. Valuations jumped from RMB 200M to RMB 5B in months. Consensus looks solid. But when two of Chinas top VCs publicly fight over the sector something else is happening. I wrote about the pattern behind Chinas investment"
X Link 2026-02-13T00:06Z [----] followers, [----] engagements

"If youre following how Chinas tech giants (Alibaba Tencent ByteDance) are using Spring Festival to battle for AI users and the contradictions theyre running into this ones for you. New piece drops Friday evening Beijing time. Subscribe to get it: http://hellochinatech.com/subscribe Im publishing a long read on Chinas Spring Festival AI red packet war. RMB 4.5B disclosed subsidies. The viral loop got flagged by WeChat. The agent ordered the wrong coffee. The business model still isnt there. If you want it when it lands subscribe to Hello China Tech https://t.co/be73Jt5Mjf"
X Link 2026-02-13T00:35Z [----] followers, [----] engagements

"Spent the morning in Yizhuang. Robotaxis are everywhere now"
X Link 2026-02-13T04:53Z [----] followers, [---] engagements

"Heres my latest piece on how China is turning IPOs into industrial policy tools. Chinese rocket companies are going public while losing billions of yuan annually. LandSpace lost RMB [---] billion over [---] years generated just RMB [--] million in revenue in H1 [----] yet targets a RMB [--] billion valuation. This looks irrational until you see the pattern. The Shanghai Stock Exchange now requires rocket companies to achieve orbital insertion before filing. Technical milestones replace financial metrics as the gating factor. I think this reveals something important about how China approaches"
X Link 2026-01-28T06:49Z [----] followers, [----] engagements

"Chinas AI foundation model market is brutal. Ive been tracking four companies with completely divergent survival strategies. Zhipu and MiniMax rushed to Hong Kong IPOs in December. Both maintained healthy gross margins above 55%. Both grew revenue by triple digits. Both were burning cash five times faster than the entire market was growing. The IPO timing was desperation not celebration. The problem was structural. Competitive pressure forced compute investments that grew faster than revenue. When one player raises the bar everyone must match the spend or become obsolete. Moonshot raised $500"
X Link 2026-02-07T07:49Z [----] followers, 12.4K engagements

"Last week Meituan spent $717 million. Not to grow. To remove an option from the table. The company bought Dingdong a profitable fresh grocery delivery platform with 1000+ warehouses. The two businesses dont fit neatly together. Some Meituan employees openly questioned the deal internally. So what is Meituan actually buying Full analysis 👇 https://hellochinatech.com/p/meituan-dingdong-veto-instant-retail https://hellochinatech.com/p/meituan-dingdong-veto-instant-retail"
X Link 2026-02-09T12:52Z [----] followers, 10.3K engagements

"Dingdongs founder built something remarkable. He survived the brutal grocery delivery wars that killed competitors like MissFresh. He achieved profitability when skeptics said the model couldnt work. Twelve consecutive quarters of profit. Last week he sold to Meituan for $717 million. His reasoning The front-end warehouse business is no longer suitable for startups. Large companies will execute this better. This is a founder who proved the model works now saying independent players cannot survive. That judgment reveals everything about where Chinese instant retail is heading. I wrote about"
X Link 2026-02-10T09:23Z [----] followers, [----] engagements

"China's instant retail competition shifted phases last week. Phase [--] was about subsidies. Platforms burned cash to capture users. Meituan Alibaba JD all competed on the demand side. Phase [--] is about infrastructure. Warehouse density. Supply chain control. Physical assets that cannot be easily replicated. Meituan's $717 million acquisition of Dingdong marks this transition. The deal makes limited sense as business expansion. Internal employees questioned it. The two models don't align well. But it makes perfect sense as a defensive move. Dingdong had 1000+ warehouses. Alibaba and JD were"
X Link 2026-02-11T03:26Z [----] followers, [----] engagements

"Foreign coverage framed this as a subsidy war. Four companies burning $600M on user acquisition. That misses what actually happened. Alibaba wants its AI to become the commerce interface. Users state intent the agent executes across shopping payments delivery. Tencent wants AI distributed through WeChats social graph. The platform that already mediates all communication would also mediate AI interaction. ByteDance showcased its model embedded in robots cars drones at Chinas most-watched TV event . Each strategy collided with different real-world constraints during Spring Festival. Each hit a"
X Link 2026-02-13T23:39Z [----] followers, [----] engagements

"@John421000 This year might decide it. I'm hearing Alibaba will keep burning cash to attack Meituan's market share"
X Link 2026-02-14T15:40Z [----] followers, [--] engagements

"Chinas biggest tech companies spent over $600 million on AI subsidies during Spring Festival. Today Alibaba expanded Qwen into flights hotels and event tickets valid through April [--]. But the real story isnt the spending. Its what each company learned about the walls standing between AI assistants and the interface layer. Alibabas wall is reliability. Tencents wall is its own platform. ByteDances wall is business model. I mapped all three this week. https://hellochinatech.com/p/spring-festival-ai-war-interface-walls https://hellochinatech.com/p/spring-festival-ai-war-interface-walls"
X Link 2026-02-14T16:09Z [----] followers, [----] engagements

"ByteDance. Tencent. Alibaba. All making moves during Spring Festival. What exactly are they doing I wrote an analysis: https://hellochinatech.com/p/spring-festival-ai-war-interface-walls Chinas Spring Festival holiday officially started today. [--] days. The entire country slows down. But word is several tech giants are still heads-down pushing updates and announcements. The AI race doesnt take holidays. Tomorrow is Lunar New Years Eve 🥱 https://hellochinatech.com/p/spring-festival-ai-war-interface-walls Chinas Spring Festival holiday officially started today. [--] days. The entire country slows"
X Link 2026-02-15T11:17Z [----] followers, [---] engagements

"Here We Go https://hellochinatech.com/p/spring-festival-ai-war-interface-walls If youre following how Chinas tech giants (Alibaba Tencent ByteDance) are using Spring Festival to battle for AI users and the contradictions theyre running into this ones for you. New piece drops Friday evening Beijing time. Subscribe to get it: https://t.co/smoL6FKfGB https://hellochinatech.com/p/spring-festival-ai-war-interface-walls If youre following how Chinas tech giants (Alibaba Tencent ByteDance) are using Spring Festival to battle for AI users and the contradictions theyre running into this ones for you."
X Link 2026-02-13T13:22Z [----] followers, [---] engagements

"China's Spring Festival is Thanksgiving and Christmas combined with Super Bowl-level attention. Hundreds of millions travel. Gifting and screen time spike for two weeks. This year Alibaba Tencent and Baidu alone pledged over $600M in AI user acquisition during that window. China's Spring Festival is Thanksgiving and Christmas combined with Super Bowl-level attention. Hundreds of millions travel. Gifting and screen time spike for two weeks. This year Alibaba Tencent and Baidu alone pledged over $600M in AI user acquisition during that window"
X Link 2026-02-13T15:10Z [----] followers, [----] engagements

"Meituan just disclosed its [----] annual results. The company expects a full-year loss of RMB [----] to [----] billion ($3.2 to $3.4 billion). One year ago it posted RMB [----] billion ($4.9 billion) in profit. The most striking number: core local business swung from RMB [----] billion ($7.2 billion) in operating profit in [----] to a RMB [---] to [--] billion ($940 million to $970 million) operating loss in [----]. Thats a nearly RMB [--] billion swing in one year. I wrote about this in December. The thesis was simple. Meituans profit engine is weakening under sustained competitive pressure from Alibabas Taobao"
X Link 2026-02-14T02:06Z [----] followers, 10.5K engagements

"🤔 Xiaomi is going big on the UK. Lei Jun just confirmed plans to open [---] stores in Britain over the next four years. The real story here: this isnt just about phones anymore. Xiaomi wants to bring its full human-car-home ecosystem to the UK market. EVs included. Current UK revenue sits at around $140 million annually. Lei Jun clearly sees room to grow. https://twitter.com/i/web/status/2017237279887278492 https://twitter.com/i/web/status/2017237279887278492"
X Link 2026-01-30T14:03Z [----] followers, [----] engagements

"ByteDance is developing its own AI inference chip codenamed SeedChip and is in talks with Samsung for manufacturing. This is a critical move. As AI agents become mainstream in [----] token consumption from Doubao will grow exponentially. Efficiency and cost control will define who wins. Alibaba already has its Zhenwu chip through T-Head. Baidu's Kunlunxin is heading for an IPO. ByteDance is late to the game. Every major AI platform company eventually needs its own chip story. ByteDance just started writing theirs. The question is whether they started early enough."
X Link 2026-02-12T03:13Z [----] followers, [----] engagements

"One detail in Meituans loss warning deserves more attention. The company attributed its [----] loss to two factors. One is the swing in core local business profitability. The other is further increased investment in overseas operations. This is worth watching. Meituan is fighting a two-front war at home. Core local services are bleeding. Food delivery is under siege from Alibaba. And now the company is also spending aggressively on international expansion. The strategic logic is understandable. If the domestic market becomes a war of attrition you need growth elsewhere. But overseas expansion"
X Link 2026-02-14T07:20Z [----] followers, [----] engagements

"Follow-up on ByteDances chip ambitions: Chinese outlet LanJing News reports the company is now scaling up hiring for its chip team across Beijing Shanghai and Shenzhen. Roles span chip architecture SoC design and more. Key detail: the team has already taped out multiple chips successfully on the first attempt with several early projects now in mass production. The focus is on custom silicon for cloud workloads using advanced process nodes. ByteDance is developing its own AI inference chip codenamed SeedChip and is in talks with Samsung for manufacturing. This is a critical move. As AI agents"
X Link 2026-02-15T00:44Z [----] followers, [----] engagements

"This week two U.S. coding assistantsCursor and Windsurfwere caught running on Chinese foundation models. Cursors Composer speaks Chinese when it thinks. Windsurfs SWE-1.5 traces back to Zhipu AIs GLM. The real story here isnt deception. Training foundation models from scratch costs tens of millions. Fine-tuning open-source models is the rational path. And Chinese models are now the best option. Qwen leads global downloads on Hugging Face. Chinese models dominate trending charts. Third-party benchmarks show they match or beat Western alternatives on reasoning and speed. Silicon Valley has"
X Link 2025-11-01T08:10Z [----] followers, 346.9K engagements

"China's Spring Festival is Thanksgiving and Christmas combined with Super Bowl-level attention. Hundreds of millions travel. Gifting and screen time spike for two weeks. This year Alibaba Tencent and Baidu alone pledged over $600M in AI user acquisition during that window. Digital red envelopes cash gifts sent through apps went viral fast. ByteDance chose a different route. Yuanbao hit #1 on China's App Store in [--] hours. Qwen processed [--] million orders in [--] hours. The download spikes were predictable. What happened next tells you more about China's AI landscape than any user acquisition"
X Link 2026-02-13T12:57Z [----] followers, [----] engagements

"Two months ago I wrote that when subsidy wars cool down the real battle begins. Meituans [----] results suggest the subsidy wars havent cooled down at all. Core local business lost RMB [---] to [--] billion. The company expects losses to continue into Q1 [----]. But something else is happening underneath the headline numbers. In December I argued that the decisive factor would shift from spending power to stamina. That framing was incomplete. The competition is also shifting from demand-side subsidies to supply-side infrastructure. Last week I published an analysis of Meituans $717 million acquisition"
X Link 2026-02-16T00:45Z [----] followers, [----] engagements

"China's Spring Festival is Thanksgiving and Christmas combined with Super Bowl-level attention. Hundreds of millions travel. Gifting and screen time spike for two weeks. This year Alibaba Tencent and Baidu alone pledged over $600M in AI user acquisition during that window. China's Spring Festival is Thanksgiving and Christmas combined with Super Bowl-level attention. Hundreds of millions travel. Gifting and screen time spike for two weeks. This year Alibaba Tencent and Baidu alone pledged over $600M in AI user acquisition during that window"
X Link 2026-02-16T03:50Z [----] followers, [----] engagements

"Tonight's CCTV Spring Festival Gala lineup is out. Four Chinese robotics companies will perform alongside human actors. Noetix and Galbot robots appear in a comedy sketches. Unitree robots will perform martial arts. Magic Atom robots will dance during a musical number. Let's see how these robots actually perform on stage. https://twitter.com/i/web/status/2023329414164164695 https://twitter.com/i/web/status/2023329414164164695"
X Link 2026-02-16T09:31Z [----] followers, 18.9K engagements

"@EleanorOlcott Excellent investigation The hidden Chinese manufacturing story behind lab-grown diamonds is fascinating. I see similar patterns in tech sectors I cover - these quiet industrial shifts often reshape entire global markets"
X Link 2025-07-22T06:46Z [----] followers, [----] engagements

"@kyleichan Spot on. This supply chain depth is why Chinese robotics companies can iterate so fast - the entire manufacturing ecosystem is advancing simultaneously. Great piece"
X Link 2025-08-07T10:13Z [----] followers, [----] engagements

"DeepSeek's V3.1 model adapting to domestic chips triggered a remarkable market response: Cambricon's shares jumped 20% to hit a $70 billion valuation quadrupling in just one year. This surge illustrates China's "geopolitical arbitrage" strategy perfectly. US export controls didn't just restrict Chinese access to advanced chipsthey created a captive domestic market where local alternatives can compete without facing superior foreign technology. When China's regulators discourage companies from buying Nvidia's H20 chips they're essentially guaranteeing demand for domestic alternatives."
X Link 2025-08-22T08:56Z [----] followers, 32.9K engagements

"FT reports China plans to triple AI chip output with Huawei-linked fabs and SMIC doubling 7nm lines. The real story: DeepSeeks FP8 standard is giving Chinas fragmented chipmakers a focal pointlike a Wintel moment for AI. Chips like Cambricons Siyuan dont match Nvidias H100 but in a state-backed software-aligned ecosystem they become good enough to matter. This isnt just capacity expansion; its ecosystem coordination. The lesson from Chinas EV playbook applies: scale and iteration can transform behind on tech into ahead on cost and adoption. Scoop: China seeks to triple output of AI chips in"
X Link 2025-08-27T10:14Z [----] followers, [----] engagements

"A Chinese AI chip startup just published a_300-page confession_revealing its tech gap with NVIDIA its massive deficits and why investors still care. 🧵 Thread:"
X Link 2025-08-31T12:38Z [----] followers, [----] engagements

"Cambricons 1H25 report is eye-opening. The top [--] customers made up 94.6% of sales and one client alone was a staggering 79.1%. On the balance sheet its the same story: that single customer accounts for 42.5% of all receivables (1.22B). This basically means Cambricon is running on one engine. If that customer sneezes the company catches a cold. Who is it The filing only says long-term partner. Market chatter often points to ByteDance which has been quietly building out AI infrastructure and testing domestic accelerators. If true Cambricons fortunes are tied to how fast ByteDance wants to scale"
X Link 2025-09-01T09:01Z [----] followers, 26K engagements

"FT just called Cambricon Chinas next AI champion after its stock doubled. But valuation is the surface story. The deeper shift is structural: Beijing is reallocating scarce SMIC 7nm capacity ByteDance is ensuring Nvidia-compatibility and Chinas internet giants want an alternative to Huaweis sprawl. This isnt simple decoupling from Nvidia. Its compute pluralismtwo overlapping but distinct ecosystems born from state orchestration and market rivalry. Cambricons rise is less about hype more about how China manufactures competition inside its own AI universe"
X Link 2025-09-02T02:24Z [----] followers, 14.7K engagements

"Architectural control not raw performance is the new frontier. Full analysis here 👉 https://hellochinatech.substack.com/p/alibaba-riscv-architecture-gambit https://hellochinatech.substack.com/p/alibaba-riscv-architecture-gambit"
X Link 2025-09-03T23:20Z [----] followers, [----] engagements

"Chinas EV boom has a winnerand its not the carmakers. CATL (batteries) made 30.5bn profit. Top [--] automakers combined 31.1bn. Its Intel vs PC makers all over again. Full analysis in my latest 👇"
X Link 2025-09-04T11:50Z [----] followers, [----] engagements

"Think of China's domestic market as an evolutionary accelerator. It doesn't just reward low-cost production--it forces companies to evolve on three fronts at once: - Extreme cost efficiency forged by razor-thin margins. - Iteration velocity with product cycles measured in quarters not years. - Instantaneous demand response fueled by social commerce feedback loops. This is why iRobot despite pioneering the category now trails Chinese 'Roomba killers.' Its innovation cycle was shaped in a gentler environment where slower R&D and premium pricing were sustainable. Chinese competitors emerged from"
X Link 2025-09-06T11:22Z [----] followers, 34.4K engagements

"Spent the week tracking down sources on Alibabas chip strategy after that WSJ report. Turns out the real story isnt about AI chipsits about RISC-V architectural dominance that somehow flew under everyones radar. T-Head has shipped [---] billion RISC-V processors and sits on standards committees with Intel and Nvidia. Their server chips already outperform AMDs best. But heres the kicker: theyre not just building Chinese alternatives theyre helping define global open-source computing architecture. The dual-track model is fascinatingoptimize internally for Alibabas massive scale then license the"
X Link 2025-09-06T23:58Z [----] followers, [----] engagements

"Chinas new AI+ Energy plan isnt just sector guidanceit turns the grid into an AI sandbox. Secure energy datasets computepower coordination and low-carbon model design are now policy priorities"
X Link 2025-09-08T03:37Z [----] followers, [----] 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 40% sales drops. Their pure EV bet is flopping. Meanwhile Leapmotor just hit #1 by copying Li Autos mobile living room concept at 50% the price. Turns out Chinese families wanted the fridge and big screenjust not the luxury markup. XPengs comeback might be even better. Basically dead [--] months ago bleeding cash. New management launched MONA"
X Link 2025-09-08T23:22Z [----] followers, 58.6K engagements

"Watching who survives Q4 will reveal which business models work when easy money disappears. The survivors will be incredibly resilient global competitors. More on the three key tests to watch https://hellochinatech.substack.com/p/china-ev-market-2025-reshuffling https://hellochinatech.substack.com/p/china-ev-market-2025-reshuffling"
X Link 2025-09-08T23:22Z [----] followers, [----] engagements

"China's AI app race is reshuffling. ByteDance's Doubao just reclaimed the #1 spot with 157M monthly users overtaking DeepSeek. Meanwhile Tencent's Yuanbao surged 22.4% month-over-month. The real story: over half of top AI apps are now in-app features not standalone chatbots. The novelty phase is overutility wins"
X Link 2025-09-17T03:47Z [----] followers, [----] engagements

"@zijing_wu Had been hearing whispers about this for weeks but couldnt pin down specifics. If Nvidia China revenue goes to zero were looking at a complete decoupling in AI hardware"
X Link 2025-09-17T09:07Z [----] followers, [----] engagements

"The humanoid robot hype in China just got weird. Companies are announcing billion-RMB orders left and right but when you actually check the buyers half of them don't make sense. Take Tiantai Jiqiren's massive deal - their "customer" was literally incorporated [--] days before the announcement. Same thing keeps happening across the sector. It's like everyone suddenly needs thousands of robots except the buyers keep turning out to be shell companies or related parties. Meanwhile you've got real deals like China Mobile's 124M RMB contract that actually make operational sense. But here's the thing"
X Link 2025-09-18T14:01Z [----] followers, 20.8K engagements

"Chinas cloud giants are doubling down on AI infrastructure. Sources close to Alibaba suggest the company may dramatically increase capex. - Original plan: 380B over [--] years. - Revised target: 150-200B annually"
X Link 2025-09-20T03:30Z [----] followers, [----] engagements

"The West keeps framing China's semiconductor progress through a 'catching up to America' lens. But that misses the real story. Chinese chip companies like Huawei SMIC and dozens of startups aren't primarily focused on beating US companies globally. They're responding to a massive domestic market opportunity created by US export restrictions. When you remove the incumbent player from a huge market new companies will naturally emerge to fill that vacuum. This isn't just political it's basic market dynamics. Chinese firms are building for China's specific needs price points and use cases. The"
X Link 2025-09-21T10:13Z [----] followers, 16.7K engagements

"Chinas policy coordination is real and sophisticated. But lets be clear about what it can and cant do. Industrial policy can accelerate development remove regulatory friction and create market opportunities. It cannot instantly eliminate technical gaps or manufacturing challenges. Those still require time capital and execution. The biggest issue isnt Chinas approach its transparency. The opacity around actual capabilities timelines and constraints leads to systematic misjudgments by foreign investors entrepreneurs and policymakers. They either overestimate immediate threats or underestimate"
X Link 2025-09-21T10:26Z [----] followers, [----] engagements

"Heres what Alibabas roadmap to ASI looks like. Three stages: emergent intelligence (learning from humans) AI agency (assisting humans) and self-improvement (outperforming humans). Interesting framing. Theyre positioning superintelligence as an inevitable progression not a distant possibility. The self-improvement stage catches my attention - thats where things get exponential. But heres what Im thinking: How realistic is this timeline And more importantly what does outperforming humans actually mean in practical terms The staging makes sense conceptually. Were clearly in stage [--] now. Stage 2"
X Link 2025-09-24T02:08Z [----] followers, [----] engagements

"Alibaba Cloud AI metrics: 5x computing power growth 4x storage growth year-over-year. Half of Chinas major foundation model companies and Fortune [---] firms using GenAI are on their platform. Scale matters in the AI race"
X Link 2025-09-24T05:47Z [----] followers, 98.9K engagements

"Alibaba Cloud unveils its Panjiu AI Infra [---] supernode server at APSARA conference. - Key claims: [---] AI chips per rack. Modular design for quick hardware swaps. Full liquid cooling supports up to 2kW chips. - The pitch: reconstructing servers for AI with flexible CPU-GPU ratios and sub-150ns latency. While Alibaba hasnt revealed direct progress in chip development their AI server advances are moving fast. Real-world performance and competitive positioning still need validation. But the speed of iteration in Chinas AI infrastructure race is undeniable"
X Link 2025-09-24T09:27Z [----] followers, 15.3K engagements

"Alibaba just unveiled their @Alibaba_Qwen roadmap. The ambition is staggering. Two big bets: unified multi-modal models and extreme scaling across every dimension. - Context length: 1M 100M tokens - Parameters: trillion ten trillion scale - Test-time compute: 64k 1M scaling - Data: [--] trillion [---] trillion tokens They're also pushing synthetic data generation "without scale limits" and expanding agent capabilities across complexity interaction and learning modes. The "scaling is all you need" mantra is becoming China's AI gospel"
X Link 2025-09-25T02:06Z [----] followers, 100K engagements

"Heres how to read Alibaba Clouds automotive dominance: global expansion enabler. 95% of Chinese automakers going global choose Alibaba Cloud. As Chinese EVs export worldwide their cloud infrastructure follows. From BYD to NIO the platform that powers domestic success becomes the backbone of global ambitions. Infrastructure exports alongside manufactured goods"
X Link 2025-09-25T05:53Z [----] followers, [----] engagements

"Weekend deep reads: Three pieces that reveal how Alibaba isn't just pivoting to AI. It's rebuilding the entire tech stack from scratch. While everyone watches the OpenAI-Google race something bigger is happening in Hangzhou"
X Link 2025-09-28T00:51Z [----] followers, [----] engagements

"BOE Technology China's display giant just entered the robotics race with a new 200M subsidiary in Beijing. As China's robot market gets increasingly crowded even screen makers want in on the action. The new venture will focus on industrial robot manufacturing and R&D. Another sign that every Chinese tech giant is betting on automation and robotics as the next growth frontier"
X Link 2025-09-29T03:13Z [----] followers, [----] engagements

"DeepSeek + Chinese chipmakers = Chinas emerging Wintel moment. Cambricon adapted V3.2-Exp on Day [--]. Huawei Ascend same day. This is the shift happening in Chinas AI stack: DeepSeek sets standards (FP8) domestic chips align instantly software-hardware co-design replaces fragmentation. Strategic coordination over raw compute"
X Link 2025-09-29T15:05Z [----] followers, 28.4K engagements

"Hearing from inside Tencent: their CodeBuddy tool (launched in July beta) is seeing serious adoption. Over 90% of engineers now use it. CodeBuddy is an AI coding assistant built on Tencent's Hunyuan LLM. Think Cursor but optimized for Chinese dev workflowsespecially WeChat mini programs. The numbers are striking. Coding time down 40%. AI-generated code exceeds 50% of output. Overall dev efficiency up 16%"
X Link 2025-09-30T12:48Z [----] followers, [----] engagements

"Two Chinese AI chip IPOs. Two opposite strategies. Same brutal reality. Metax's 300-page regulatory filing: forced transparency. 2-3 year tech gap. $200M annual losses. The clearest window into China's semiconductor struggle we've ever had. Moore Threads' IPO approved in record [--] days: state signal. NVIDIA playbook with Chinese modifications. But the prospectus hides critical risks. Both prove one thesis: China isn't catching up to NVIDIA. It's building a parallel track where security beats performance. The question isn't if they can match NVIDIA's specs. It's whether the "security premium""
X Link 2025-10-01T02:00Z [----] followers, [----] engagements

"Two technical footnotes from DeepSeek. Two market rallies in Chinese chip stocks. One strategic blueprint. In August a single line about FP8 precision sent Cambricon up 14%. Last week TileLanga Python-like programming languagetriggered coordinated Day [--] support from Huawei Cambricon and Hygon. This isnt random. Its phase one and phase two of building a China-controlled AI stack. First move: set the data format standard (FP8). Give fragmented chipmakers a common optimization target. Second move: provide the programming bridge (TileLang). Lower the barrier to coding for domestic accelerators."
X Link 2025-10-02T12:17Z [----] followers, 14.5K engagements

"Ive covered both moves in Flashpointour premium quick-strike column that unpacks market-moving China tech in under [---] words. 🔗 August: 🔗 This week: https://hellochinatech.substack.com/p/deepseek-tilelang-china-ai-stack-nvidia https://hellochinatech.substack.com/p/deepseek-fp8-chip-rally https://hellochinatech.substack.com/p/deepseek-tilelang-china-ai-stack-nvidia https://hellochinatech.substack.com/p/deepseek-fp8-chip-rally"
X Link 2025-10-02T12:17Z [----] followers, [----] 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. Two technical footnotes from DeepSeek. Two market rallies in Chinese chip stocks. One strategic blueprint. In August a single line about FP8 precision sent Cambricon up 14%. Last week TileLanga Python-like programming"
X Link 2025-10-02T23:10Z [----] followers, 10.2K engagements

"Here's what's wild: ByteDance's advantage isn't money. It's that their whole business is algorithmic. TikTok to chatbot is a natural step. For Tencent AI is an add-on to social infrastructure. Backend profits vs. interface control. Tencent chose safety. We'll see if that was smart or just slow-motion surrender. Read the full analysis https://hellochinatech.substack.com/p/tencent-ai-paradox-wechat https://hellochinatech.substack.com/p/tencent-ai-paradox-wechat"
X Link 2025-10-03T14:33Z [----] followers, [----] engagements

"Tencent is spending billions on AI. Its profits are soaring. But WeChatits [---] 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 https://hellochinatech.substack.com/ Here's what's wild:"
X Link 2025-10-03T21:39Z [----] followers, [----] engagements

"Alibaba's $250B market cap surge is triggering massive FOMO among global funds. International funds remain 1.3% 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 2025-10-04T10:59Z [----] followers, [----] engagements

"China raised $11.5bn across [---] AI companies this year. But the top [--] captured 30% of all capital. The other [---] averaged $11m each. This isn't a pyramid. It's a spike. State capital now dominates. RMB funds make up 95% 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 👇 https://hellochinatech.substack.com/p/china-ai-state-capital-boom https://hellochinatech.substack.com/p/china-ai-state-capital-boom"
X Link 2025-10-08T13:57Z [----] followers, 26.8K engagements

"Tracked Chinese AI startup movements this week. The pattern is brutal. [--] of [--] Chinese apps in a16zs Top [--] target overseas users. Why ByteDance replicates your breakthrough in [--] days. You dont have a business model. You have a countdown. Manus: [--] engineers to Singapore. HeyGen: Shenzhen to LA. Meitu: five global hits invisible at home. China has 270M AI usersmore than ChatGPT. But when the next shift comes the founders who could navigate it will be building elsewhere"
X Link 2025-10-16T15:15Z [----] followers, [----] engagements

"UBTECH just won another [---] million yuan contract. That's their third nine-figure deal in months. Total orders this year: 630+ million yuan. One month ago I published a framework for separating real humanoid robot deals from fake hype. This latest contract checks all the boxes for what I call "Tier 1" orders--government procurement transparent bidding clear delivery timeline. But here's what matters: UBTECH now faces "delivery hell." They've signed the contracts. Now they need to actually deliver at scale. The difference between companies that announce orders and companies that execute them"
X Link 2025-10-19T14:40Z [----] followers, [----] engagements

"China's Q3 data is out. Here's what matters for advanced manufacturing: - Industrial robots: +29.8% - NEVs: +29.7% - 3D printing equipment: +40.5% While overall GDP grew 5.2% in Q3 high-tech manufacturing expanded 9.6%. Equipment manufacturing hit 9.7%. The gap is widening between traditional and advanced sectors. China is no longer just scaling up production. It's automating digitizing and electrifying its industrial base. Robotics and EVs are now core growth engines not side bets. For anyone tracking China's industrial strategy: the numbers confirm the direction. The upgrade is real and"
X Link 2025-10-20T02:26Z [----] followers, 131.2K engagements

"Last month Chinas $5.5B AI unicorn dissolved its entire 60-person Product R&D Centerthe team building its standardized platforms. As Zhipu AI prepares for IPO half the team was reassigned to delivery roles. The other half was let go. Full story Wednesday: why Chinas OpenAI is becoming Chinas Palantirand what this pivot reveals about who really wins in Chinas AI market. Subscribe to get it first: https://hellochinatech.substack.com/subscribe https://hellochinatech.substack.com/subscribe"
X Link 2025-10-22T04:05Z [----] followers, [----] engagements

"China now has more AI users than the US. Six of the global Top [--] apps by MAU are Chinese. But almost all of them belong to large platforms not startups. The users stay in China. The founders dont"
X Link 2025-10-23T04:39Z [----] followers, [----] engagements

"🤔 ByteDance's latest org shift speaks volumes. Seed team (foundational AI research) now fully under Wu Yonghui not the CEO. He's consolidating everythingmerged teams extra equity fewer OKRs. The signal from the top is clear: AGI research is the priority not building applications. The structure is now sharper. Three pillars: - Flow (product applications) - Seed (model development) - Stone (infrastructure). Seed operates across Beijing Singapore and the USworking on language models vision speech and world models. This is ByteDance betting big on the foundation layer"
X Link 2025-10-28T12:01Z [----] followers, 39.7K engagements

"$20000 vs $1400. Same product category. Wildly different philosophies. I wrote about China's robot playbook months ago. The pattern keeps repeating. While American firms chase premium moonshots with subscription models Chinese makers flood the market at consumer electronics prices. Not better tech. Better strategy. The stumbling robots in marathons The clumsy boxing matches Those aren't bugs. They're features. Each "imperfect" spectacle generates orders proves demand funds the next iteration. Silicon Valley burns billions perfecting the future. Shenzhen ships the present. The pricing gap"
X Link 2025-10-28T23:41Z [----] followers, 16.6K engagements

"The fortress advantage in one paragraph. China: one tap zero setup 86% mobile payment. America: configure first authenticate later higher abandonment. Super-app architecture vs. fragmented platforms. Why ByteDance Alibaba and Tencent are fighting this battleand OpenAI isnt"
X Link 2025-10-29T23:20Z [----] followers, 12.5K engagements

"Worth watching. The core argument: this race narrative is mostly an American construct. Washington assumes Beijing is sprinting toward AGI. The reality drawn from [--] years of Chinese policy documents tells a different story. Chinas playing a different game. Not an AGI moonshot. A development-first strategy where AI adoption matters more than frontier breakthroughs. AI+ across industries. Political-economy reforms. Common Prosperity as a binding constraint. The misreading has consequences. US export controls were designed for an opponent racing to AGI. But Beijings bandwidth goes to data"
X Link 2025-10-30T03:57Z [----] followers, [----] engagements

"Fascinating cover story from Caixin on the U.S.-China AI chip race. The conventional narrative: China is playing catch-up. The reality: two fundamentally different strategies are emerging. U.S. approach: brute-force capital. OpenAIs latest chip orders require 26GW of power. Thats three New York Cities at peak demand. Chinas approach: system-level optimization. Huaweis Atlas [---] links [---] lower-powered chips to achieve 2x the performance of comparable systems. Higher energy cost yes. But it works. The counterintuitive finding: Chinas real bottleneck isnt supply anymore. Its demand. Utilization"
X Link 2025-10-30T11:51Z [----] followers, 52.5K engagements

"Chinas Chip Strategy Finds a New Front: Quartz Chinas Big Fund III has quietly made its first disclosed investment100 million yuan for a 25% stake in Nantong Crystal a company specializing in high-performance synthetic quartz. Quartz may sound mundane but in chipmaking its foundational. These ultra-pure materials form the glass substrates behind photomasksthe precision stencils that define every circuit on a semiconductor wafer. Until now the market has been almost entirely owned by Corning Heraeus and Shin-Etsu. Chinas localization rate for advanced photomask substrates is reportedly below"
X Link 2025-11-01T04:59Z [----] followers, 12.7K engagements

"The data makes it clear. Chinese open-source models crossed over in mid-2025. They now lead cumulative downloads and account for the majority of monthly adoption worldwide. This explains why U.S. startups like Cursor and Windsurf build on Chinese foundation models. This week two U.S. coding assistantsCursor and Windsurfwere caught running on Chinese foundation models. Cursors Composer speaks Chinese when it thinks. Windsurfs SWE-1.5 traces back to Zhipu AIs GLM. The real story here isnt deception. Training foundation models from https://t.co/oGhBA8sHuB This week two U.S. coding"
X Link 2025-11-02T15:33Z [----] followers, [----] engagements

"New FlashPoint: The AI startups you funded are building on Chinese infrastructure. Cursor's "proprietary" model thinks in Chinese. Windsurf runs on GLM. Chinese coding models now match Claude at 8% of the price. This is the solar panel playbook running on software. Western startups are quietly adopting Chinese backbones while rebranding them as innovation. https://hellochinatech.com/p/china-solar-panel-playbook-ai https://hellochinatech.com/p/china-solar-panel-playbook-ai"
X Link 2025-11-03T12:02Z [----] followers, [----] engagements

"Dobot just launched Rover X1 a quadruped robot for $1050. Theyre calling it the worlds first home intelligent agent robot. This is the Chinese robotics playbook in action. Take industrial tech. Strip it down. Make it affordable. Add AI buzzwords. Target consumers. The pitch: object tracking terrain mobility home security programming education and emotional companionship. One machine multiple scenarios. The real question isnt whether the tech works. Its whether anyone actually needs a robot dog at home. Chinese robotics companies are still searching for that killer use case that justifies"
X Link 2025-11-03T15:41Z [----] followers, [----] engagements

"Type recommend a humidifier into Doubao. Within [--] seconds youre checking out on Douyin. Seamless. Impressive. Chinas tech giants just launched competing AI shopping tools right before Singles Day. Theyre fighting for control of how a trillion dollars in goods get bought online. The paradox: make the AI too useful and it recommends competitors products. Restrict it to your ecosystem and it becomes less useful. Monetize with ads and you destroy the clean experience users want. Charge commissions and merchants ask why theyre paying twice. ByteDance Alibaba and Tencent are all betting billions"
X Link 2025-11-04T07:48Z [----] followers, 13.8K engagements

"ChatGPT commands 62.5% of the US AI market as a standalone app. In China standalone AI apps are dying. Super apps already captured 2.5x more users by embedding AI features consumers never asked for but now cannot avoid. The divergence reveals something fundamental about platform power and user captivity. It should worry every investor backing AI startups. Latest FlashPoint examines why Chinas AI trajectory matters for Western markets https://hellochinatech.com/p/china-ai-super-apps-won https://hellochinatech.com/p/china-ai-super-apps-won"
X Link 2025-11-04T13:56Z [----] followers, [----] engagements

"XPeng unveiled its next-generation IRON humanoid robot yesterday. The design mimics human anatomy with remarkable fidelity. Key features include a biomimetic spine synthetic muscle systems and full-body flexible skin covering. The robot has a 3D curved display head and bionic shoulder joints. Its hands deliver [--] degrees of freedom. Mass production of the advanced humanoid is targeted for late 2026"
X Link 2025-11-06T00:45Z [----] followers, [----] engagements

"China's humanoid robot companies are getting orders but scale remains elusive. Most deals this year are in the thousands of units. No one has announced orders exceeding [----] units yet. Delivery capacity is the real bottleneck. Companies rarely disclose actual production numbers. Noetix Robotics offers a glimpse into current capabilities. Their Beijing factory delivers over [---] units monthly. The Changzhou facility phase one will hit [---] units per month by December. A third factory with [---] units monthly capacity is in planning. The gap between market hype and manufacturing reality is still"
X Link 2025-11-06T01:11Z [----] followers, 19.3K engagements

"Kimi just dropped K2 Thinking. Open weights. Competitive with GPT-5 on coding benchmarks. Much cheaper than Sonnet [---]. The commoditization playbook I wrote about this week is accelerating faster than expected. Chinese labs are releasing frontier-class coding models at a fraction of Western API costs. With MIT licenses. U.S. startups are already building on these foundations. Cursors proprietary model thinks in Chinese. Windsurf runs on GLM. They call it innovation while renting infrastructure from geopolitical competitors. When solar panels became commodities Western manufacturers couldnt"
X Link 2025-11-06T15:51Z [----] followers, [----] engagements

"Moonshot released Kimi K2 Thinking yesterday. The model claims to beat ChatGPT in agentic capabilities. It can autonomously select [---] to [---] tools to complete tasks. Impressive. But the advantage window is collapsing faster than ever. When Manus launched earlier this year MetaGPT open sourced a replica within three hours. What once provided six months of lead time now offers weeks or days. This is the Darwin moment for Chinese AI startups. Technical superiority alone won't save you. Not when ByteDance spends $20 billion on infrastructure. Not when Baidu open sources everything by June. My"
X Link 2025-11-07T13:06Z [----] followers, 20.3K engagements

"China's foundation model race is ending in [----]. Not because someone won. Because continuing requires resources only big tech possesses. Three survival paths remain. My new analysis maps them and the trade-offs each demands. The paid section reveals what most wont say out loud: how to read financial signals where coexistence is possible what realistic success actually looks like. Darwin moments dont reward the strongest. They reward those who adapt fastest to whats actually possible. Moonshot released Kimi K2 Thinking yesterday. The model claims to beat ChatGPT in agentic capabilities. It can"
X Link 2025-11-07T23:57Z [----] followers, [----] engagements

"Chinas auto price war just hit its endgame. The battlefield has moved from premium to the mass market (100-200k RMB / $14-28k). EVs are up 32% while ICE vehicles crater in their last stronghold. This isnt about discounts anymore. Its about EVs delivering 200k-level features at 150k price points. Traditional automakers either match that value equation or exit. The 100-200k segment makes up 40% of Chinas car market. When EVs dominate here the transition is complete"
X Link 2025-11-09T01:52Z [----] followers, [----] engagements

"Update: Meituan just released CatPaw an AI IDE in public beta. Agent-driven coding with completion preview and debugging. [---] credits to start. This is what I meant about "far more than food delivery." Many in the West can't grasp why Meituana food delivery companyreleases open-weight models. And why LongCat is actually solid. Check their tech blog. Just the recent post titles reveal this is far more than "food delivery." Link in comments. (You might need some Chinese https://t.co/Y7DT9tyo8J Many in the West can't grasp why Meituana food delivery companyreleases open-weight models. And why"
X Link 2025-11-10T10:02Z [----] followers, 38.6K engagements

"Exactly right. Cursors proprietary model thinks in Chinese. Windsurf runs on GLM. Both are billion-dollar startups building on Chinese foundations they wont acknowledge. Chinese coding models now match Claude at 8% of the price. The solar panel playbook is running on software. Wrote about it here: https://hellochinatech.com/p/china-solar-panel-playbook-ai https://hellochinatech.com/p/china-solar-panel-playbook-ai"
X Link 2025-11-10T23:51Z [----] followers, [----] engagements

"WSJs latest report on US chip controls and Chinas AI strategy is packed with information. Many will finish reading and feel more confused. Thats actually the reality of this situation. Nobody has complete clarity on whats happening now. But a few things are clear. Chinese companies wont slow down AI development due to chip restrictions. Each has its own roadmap. Beijing continues playing the invisible hand. Policy and funding flow to select companies. AI progress isnt just about chip computing power. Its about the entire ecosystem. Power infrastructure. Industry applications. The whole stack"
X Link 2025-11-12T11:05Z [----] followers, 15.4K engagements

"Baidu founder Robin Li argues that Chinas AI industry is shifting from an unhealthy pyramid to an inverted one. Compute matters but it shouldnt dominate the narrative. His message on stage was blunt: chips can make money but applications should make ten times more. The real value sits where AI meets users workflows and real demand not in chasing ever-bigger models"
X Link 2025-11-13T01:40Z [----] followers, 23.8K engagements

"Many assume China's AI chip industry emerged after US sanctions. The reality is different. Huawei Alibaba Cloud and Baidu have been developing AI chips for years. They already had breakthroughs. But two constraints kept them quiet. First they feared drawing more US scrutiny. Publicity could trigger harsher restrictions. So they stayed under the radar and avoided media attention. Second their customer base was too narrow. These chips mostly ran internal workloads. Small scale deployments. No commercial momentum. [----] changes everything. DeepSeek sparked an AI model boom. Nvidia chip supply"
X Link 2025-11-13T08:42Z [----] followers, [----] engagements

"Bloomberg just flagged a big move: Alibaba is rebuilding its Tongyi apps into a unified Qwen app and preparing agentic shopping features for Taobao. From my read of Alibabas recent moves this points to an announcement window as early as next week"
X Link 2025-11-13T09:30Z [----] followers, [----] engagements

"Qwen App is rolling out now. Bloomberg just flagged a big move: Alibaba is rebuilding its Tongyi apps into a unified Qwen app and preparing agentic shopping features for Taobao. From my read of Alibabas recent moves this points to an announcement window as early as next week. https://t.co/zdCCtj2RUO Bloomberg just flagged a big move: Alibaba is rebuilding its Tongyi apps into a unified Qwen app and preparing agentic shopping features for Taobao. From my read of Alibabas recent moves this points to an announcement window as early as next week. https://t.co/zdCCtj2RUO"
X Link 2025-11-14T12:12Z [----] followers, [----] engagements

"Tencent President Martin Lau said: In China today we dont see any model that is absolutely ahead of the rest. The entire industry is in a tight race and different models have strengths in different scenarios. So we dont believe Tencent is in a lagging position. As Yuanbao continues to improve its user engagement is steadily rising. Both the models capability and the AI products are progressing together"
X Link 2025-11-14T13:03Z [----] followers, [----] engagements

"Baidu CEO Robin Li offered a striking view on AI in this interview. He argues that AI was never meant to resemble humans. In his words: AI has never been the same species as humans. Pushing it into a human template makes no more sense than asking a person to grow tiger claws or asking a tiger to think like a human. AI is its own species. It should be treated as one"
X Link 2025-11-14T23:53Z [----] followers, [----] engagements

"Unitree has completed its IPO tutoring process with CITIC Securities. The robotics company is now preparing to file for listing on China's A-share market. The timing looks strong. Unitree's [----] revenue exceeded [--] billion RMB. Industrial inspection orders jumped 220% year-over-year in Q1 [----]. The company expects to submit listing documents between October and December [----]. Unitree makes quadruped and humanoid robots. About 65% of [----] sales came from quadruped robots 30% from humanoids. Roughly 80% of quadruped units went to research education and consumer markets. The remaining 20% served"
X Link 2025-11-16T12:41Z [----] followers, [----] engagements

"Alibaba is doubling down on embodied intelligence. The company just sole-led Dexmal's A+ round worth several hundred million yuan. Combined with the A round Dexmal has raised close to [--] billion yuan total. Dexmal's tech is end-to-end embodied intelligence. The model goes straight from perception to action. No intermediate steps. Founded in [----]. This follows a pattern. NIO Capital led the A round. Alibaba takes the A+. Chinese tech giants are racing to secure positions in the robotics stack"
X Link 2025-11-17T01:36Z [----] followers, [----] engagements

"Alibaba launched the new Qwen App today in China. This is its direct consumer play against ChatGPT. The app runs on Qwen3 open-source models. The model family has strong credentials. Over [---] million downloads. Qwen3-Max ranks among the top globally. What matters more is the product strategy. Qwen App positions itself as a do engine not just a chat interface. Recent tests show it outperforms ChatGPT on real-world investment scenarios. The shift from conversation to execution is the new battleground for [----]. Alibaba's real advantage is ecosystem access. Maps food delivery travel booking"
X Link 2025-11-17T08:44Z [----] followers, 17.3K engagements

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