[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](https://lunarcrush.com/gi/w:26/cr:twitter::1914596734023688194.png) @poezhao0605 Poe Zhao

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

### Engagements: XXXXXX [#](/creator/twitter::1914596734023688194/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914596734023688194/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +44%
- X Months XXXXXXXXX +3,613%
- X Year XXXXXXXXX +4.40%

### Mentions: XX [#](/creator/twitter::1914596734023688194/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914596734023688194/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +11%
- X Months XXX +2,137%
- X Year XXX +23,200%

### Followers: XXXXX [#](/creator/twitter::1914596734023688194/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914596734023688194/c:line/m:followers.svg)

- X Week XXXXX +8.60%
- X Month XXXXX +42%
- X Months XXXXX +43,778%

### CreatorRank: XXXXXXX [#](/creator/twitter::1914596734023688194/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914596734023688194/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [formula 1](/list/formula-1)  XXX%

**Social topic influence**
[ai](/topic/ai) 31.87%, [bytedance](/topic/bytedance) #33, [china](/topic/china) #2015, [alibaba](/topic/alibaba) #165, [ceo](/topic/ceo) 6.59%, [meituan](/topic/meituan) #3, [wechat](/topic/wechat) #62, [xpeng](/topic/xpeng) #102, [ipo](/topic/ipo) #266, [open ai](/topic/open-ai) XXX%

**Top accounts mentioned or mentioned by**
[@capartichoke](/creator/undefined) [@chrisrinvesting](/creator/undefined) [@shangyang2](/creator/undefined) [@doggydog1208](/creator/undefined) [@szczypkatom](/creator/undefined) [@eyeofthetiger_n](/creator/undefined) [@dennisihong](/creator/undefined) [@synteticaai](/creator/undefined) [@arleighfrisco](/creator/undefined) [@w9life](/creator/undefined) [@glennluk](/creator/undefined) [@dermotmcg](/creator/undefined) [@ericlhlo](/creator/undefined) [@unreliablenarr6](/creator/undefined) [@chontang](/creator/undefined) [@hexiaona8](/creator/undefined) [@thejpcs](/creator/undefined) [@mavax19](/creator/undefined) [@syntetica_ai](/creator/undefined) [@marketcomacc](/creator/undefined)

**Top assets mentioned**
[XPeng Inc. (XPEV)](/topic/xpeng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Li Auto Inc. (LI)](/topic/li-auto) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last XX hours

"Heres something I cant quite figure out. The world keeps saying Chinese tech is catching up. In some areas maybe even leading. The technical progress is real. But look at the valuations: OpenAI: $500B. Moonshot AI: $3-5B. Thats less than 1%. Tesla: $1.3T. XPeng: $23B. Thats 1.8%. Figure AI: $39B. Unitree: $1.7B. Thats 4.4%. And Unitree is arguably the most advanced humanoid robotics company in the world right now. So which is it Are Chinese tech companies serious competitors or are they perpetually discounted also-rans The gap between perceived technical capability and actual market value"  
[X Link](https://x.com/poezhao0605/status/1990974239743365180)  2025-11-19T02:43Z 3928 followers, 60.6K engagements


"Target just joined ChatGPTs retail push. But heres what OpenAI isnt telling you: their AI shopping generates less than X% of Walmarts traffic. Meanwhile Chinas tech giants are burning $XXX million annually on AI commerce tools. ByteDance Alibaba and Tencent spend $XX million every month. Same technology. Completely different battles. OpenAI is building bridges between fragmented platforms. Chinese companies are optimizing closed loops they already control. OpenAI takes no transaction fees yet. Chinese platforms cant figure out how to monetize without destroying user trust. The contrast"  
[X Link](https://x.com/poezhao0605/status/1991162525745074670)  2025-11-19T15:11Z 3853 followers, XXX engagements


"Lei Jun Xiaomi founder and CEO on AI's industrial impact: AI will unlock trillion-dollar markets by transforming traditional industries. Every sector deserves an AI overhaul. No single company controls the full stack. Success requires partnering with the strongest players to upgrade entire value chains. On humanoid robots: Xiaomi factories will see mass deployment within X years. That's just step one. The home market is larger and more demanding. That's where the real opportunity lies"  
[X Link](https://x.com/poezhao0605/status/1994590700143562951)  2025-11-29T02:14Z 3928 followers, 2796 engagements


"ByteDances Doubao keyboard is now officially live on Chinas iOS App Store. The two-mode design reveals their strategy. Full mode requires network access and permissions for contacts and audio to enable AI features. Basic mode collects nothing but offers only bare-bones typing. This is classic ByteDance. Give users control over the tradeoff between privacy and features. Build trust while securing the data pipeline for those who opt in. Input methods remain one of the most strategic positions in Chinese tech. Sogou dominated for years before Tencent acquired it. Baidu tried and failed to break"  
[X Link](https://x.com/poezhao0605/status/1994801832552796498)  2025-11-29T16:13Z 3859 followers, 4279 engagements


"New: ByteDance and ZTE launching AI-native phone in early December. What Im hearing: this goes deeper than typical AI phones. Doubao model gets system-level integration with high-privilege Agent that executes cross-app tasks. ByteDance defines AI interaction. ZTE handles hardware and manufacturing. The differentiator is Agent capability with elevated system permissions. Real task execution not just chat interface. For ByteDance its about owning the platform instead of being just an app developer on someone elses OS. Same playbook as Google with Pixel"  
[X Link](https://x.com/poezhao0605/status/1995083044504637729)  2025-11-30T10:50Z 3883 followers, 12.3K engagements


"Update: The ByteDance/ZTE AI phone is now live for purchase. Nubia M153 "Doubao Phone Assistant" listed at 3499 (16GB+512GB). Important: This is labeled "Technical Preview Edition" for industry professionals only. The listing explicitly warns regular consumers against buying it due to incomplete features. They're targeting developers and early adopters not mass market. Smart move to test and iterate before broader launch"  
[X Link](https://x.com/poezhao0605/status/1995497452833800494)  2025-12-01T14:17Z 3859 followers, 1699 engagements


"Tsingmicro closed a $270M+ Series C led by state-owned Jingneng Group. The AI chip company now ranks sixth in China's non-GPU accelerator card shipments (IDC H1 2025). The funding will support next-gen reconfigurable chip development and intelligent computing deployments. Tsingmicro is preparing for an IPO to become China's first public benchmark in the "non-GPU" architecture segment. The company has shipped over XX million reconfigurable chips to date. CEO Chen Yilun says the higher-performance TX82 series will launch next year"  
[X Link](https://x.com/poezhao0605/status/1995694567362818075)  2025-12-02T03:20Z 3891 followers, XXX engagements


"New FlashPoint: ByteDances cloud unit is deliberately choosing lower revenue. Volcano Engine could make 10x more selling GPU rentals. Instead its betting on a market that generated less than $140M in China last year. The counterintuitive math actually makes sense. Heres why:"  
[X Link](https://x.com/poezhao0605/status/1995839555845734741)  2025-12-02T12:56Z 3847 followers, 2570 engagements


"Zeekr just signed four premium dealership partners in Korea. Not your typical multi-brand outlets. These groups have been running Audi Mercedes and Volvo operations for years. The positioning is deliberate. BYD goes mass market. Zeekr targets premium. The 7X competes against Ioniq X and EV6 in the family SUV segment. Showrooms in Seoul and the capital region by Q1 2026. Korea moves XXXX million vehicles annually. Bigger than any single ASEAN country. With XXX% US tariffs and XX% EU tariffs blocking traditional routes Korea becomes viable premium territory. Xpeng is coming with the G6. But"  
[X Link](https://x.com/poezhao0605/status/1996109671695089982)  2025-12-03T06:50Z 3848 followers, 1973 engagements


"Volcano Engine is doing something wild. ByteDance is giving up 10x revenue today to force a shift from GPU rental to MaaS a market still barely measurable. The logic: Douyin-scale traffic lets them run inference at margins traditional clouds cant touch. The result is a price war only they can survive. If the market flips to token consumption ByteDance wins big. If it doesnt this bet hurts. I unpack the math and the risk in todays FlashPoint. 👉 Premium analysis here:"  
[X Link](https://x.com/poezhao0605/status/1996409305684377741)  2025-12-04T02:40Z 3852 followers, XXX engagements


"I wrote about this a month ago. Cursors proprietary model thinking in Chinese. Windsurf running on GLM. American startups building on Chinese infrastructure. NBC just caught up to what was already happening. The pattern was visible in October when these models launched. Moonshots Kimi K2 Zhipus GLM XXX MiniMax M2. All positioned as coding specialists. All priced at X% of Claudes rate. All MIT licensed. This isnt breaking news. Its the solar panel playbook running on software. Chinese labs flooding the market with cheaper alternatives until incumbent pricing collapses. I laid out the full"  
[X Link](https://x.com/poezhao0605/status/1996491256017666265)  2025-12-04T08:06Z 3846 followers, XXX engagements


"Alibaba announced is rebranding to Taobao Shangou. The food delivery app will fully integrate into Taobaos ecosystem. This is Alibaba doubling down on instant retail. Meituan which dominates this market now faces serious competition. Ill publish a deep dive on this battle next week"  
[X Link](https://x.com/poezhao0605/status/1996892939734470866)  2025-12-05T10:42Z 3905 followers, 3074 engagements


"Meituan fired back the same evening. Its rolling out XX million weekend coupons worth over XXX million RMB. The focus is on hot pot and noodle soups categories that test delivery speed and quality. The gloves are off. More in my analysis next week on the Alibaba vs Meituan showdown"  
[X Link](https://x.com/poezhao0605/status/1996973839566159932)  2025-12-05T16:03Z 3917 followers, XXX engagements


"China is now the earliest test case for intent first computing. Google is preparing Aluminium OS. Apple is wiring Apple Intelligence into app actions. OpenAI is working on an AI centric device. ByteDance just showed what the collision with existing platforms looks like in practice"  
[X Link](https://x.com/poezhao0605/status/1997086849932886415)  2025-12-05T23:33Z 3887 followers, 2847 engagements


"@ChrisRinvesting The pressure on Meituan is real. Alibaba has deep pockets and is treating instant retail as a strategic priority"  
[X Link](https://x.com/poezhao0605/status/1997102242584055891)  2025-12-06T00:34Z 3905 followers, XX engagements


"The real ByteDance agent question is simple. Can an AI layer capture user intent without controlling the platform underneath In this piece I trace the whole chain from INJECT_EVENTS and Nubias role as a near contract manufacturer to WeChat logouts Taobao CAPTCHA walls and new Chinese guidelines on dual authorization. Read it here:"  
[X Link](https://x.com/poezhao0605/status/1997281989809074526)  2025-12-06T12:28Z 3926 followers, 2062 engagements


"Zhipu just open-sourced AutoGLM their GUI Agent model that can operate phones like humans do. Tap swipe read screens. Works with WeChat Taobao Meituan. This solves ByteDance's technical problem. But it doesn't solve the power problem. Last week I wrote about why ByteDance had to launch Doubao Phone Assistant on a marginal ZTE device. The issue wasn't technology. It was that mainstream phone makers won't grant system permissions to outsiders. They want to control the AI layer themselves. Zhipu's open source move changes the equation. Now any manufacturer can deploy a GUI Agent without building"  
[X Link](https://x.com/poezhao0605/status/1998221831082533031)  2025-12-09T02:43Z 3987 followers, XXX engagements


"Two companies. Same market. Radically different business models. Meituan: Built the dominant food delivery platform. Profit comes from high-margin local services (restaurant listings group buying). When those stall everything stalls. Alibaba: Treats instant delivery as customer acquisition for e-commerce. Losses dont threaten the core business. E-commerce profits fund the war. Q3 results exposed the gap. Meituans profit engine grew XXX% while defending against a $6.4B attack. Alibaba can sustain this indefinitely. Then came the rebrand. Hundreds of millions spent consolidating Ele into Taobao"  
[X Link](https://x.com/poezhao0605/status/1998326775022330086)  2025-12-09T09:40Z 3987 followers, 3995 engagements


"Here's something that caught me completely off-guard this week: China just proved they understand American chipmakers better than most Wall Street analysts do. Everyone's been watching for retaliation on AI chips but Beijing went straight for the cash cowsthose unglamorous analog components that fund TI's dividend payments. We're talking about interface controllers and gate drivers the kind of chips that make procurement managers yawn until supply suddenly disappears. The numbers are brutal: $3B of TI's China revenue is now in play and that's just one company. China's not fighting a battle"  
[X Link](https://x.com/poezhao0605/status/1967941039924371918)  2025-09-16T13:18Z 3953 followers, 1560 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 $X 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](https://x.com/poezhao0605/status/1994389407621947756)  2025-11-28T12:54Z 3963 followers, 35K engagements


"ByteDance launched an AI phone assistant with ZTE this week. I analyzed that move separately. But whats more telling is whats happening at Volcano Engine ByteDances cloud unit. It just ranked fifth globally in Gartners AI development platform assessment. The interesting part isnt the ranking. Its the economics behind it. Volcano Engine is deliberately leaving money on the table. The same compute sold as traditional GPU rental generates 10x more immediate revenue than MaaS. Most cloud vendors optimize for the bigger number. Volcano Engine restructured sales incentives to push MaaS instead."  
[X Link](https://x.com/poezhao0605/status/1997489956760236449)  2025-12-07T02:14Z 3983 followers, 1293 engagements


"Baidu confirms its evaluating a Kunlun IPO. The company filed a Hong Kong disclosure on Dec X responding to media reports. No final decision on spinning off the AI chip unit. Would require regulatory approvals if it proceeds"  
[X Link](https://x.com/poezhao0605/status/1997814758788252146)  2025-12-07T23:45Z 3976 followers, 1219 engagements


"Unitree is moving toward a Q4 IPO filing. CITIC Securities just submitted its first counseling report. This could be one of China's biggest domestic tech listings in years. Quick numbers: XX% revenue from quadruped robots XX% from humanoids X% components. Most units go to research and education. Only XX% of quadrupeds serve industrial use cases like inspection and firefighting. The company is also dropping "Hangzhou" from its name--becoming simply "Unitree Robotics Co. Ltd." A sign they're thinking bigger than regional identity"  
[X Link](https://x.com/poezhao0605/status/1980812432835756485)  2025-10-22T01:44Z 3971 followers, 10.1K engagements


"Kuaishou CEO shared three key insights on Kling AI's trajectory during earnings call: - The video generation space is crowded with big tech and startups. This signals both opportunity and early stage chaos. Competition is accelerating progress across the industry. - Kuaishou is doubling down on AI filmmaking as its core focus. The company is building on multimodal foundations (like MVL) and iterating based on user feedback and technical breakthroughs. - Sora 2's integration of generation with social features has validated the consumer application path. Kuaishou sees this as proof of"  
[X Link](https://x.com/poezhao0605/status/1991381218135536060)  2025-11-20T05:40Z 3983 followers, XXX engagements


"Alibabas latest earnings reveal the most aggressive strategic transformation in its history. I spent time analyzing the financial mechanics competitive dynamics and three-year timeline driving this transformation. The outcome will shape Chinese techs next era"  
[X Link](https://x.com/poezhao0605/status/1994511364581171710)  2025-11-28T20:59Z 3965 followers, 11.6K engagements


"Google just launched Gemini shopping features. In China this war already moved to phase two. Doubao: 157M MAUs. DeepSeek: 143M. Alibaba rebranded to Qwen last week. New tagline: Can Chat Can Do Things. The capital bonfire is over. Ad spending dropped 15-20% in October. Task completion rates sit at 60-70%. The threshold for disruption is 95%. Gemini uses browser agents (artificial hands). Qwen likely talks directly to database Amaps routing Alipays rails (native hands). Winners wont be who burned the most cash. Theyll be who eliminated the most friction. Full analysis:"  
[X Link](https://x.com/poezhao0605/status/1994626138724077937)  2025-11-29T04:35Z 3976 followers, 115.6K engagements


"Huawei equipped XX car models in China. Nearly one million vehicles delivered by October 2025. Heres the puzzle: when XX automakers compete with identical technology differentiation should be impossible. Margins should collapse. The model should fail. It hasnt. CEOs from Li Auto XPeng GAC Changan all visited Huawei this year. SAIC reversed its 2021 rejection. New partnerships keep forming. Understanding why requires looking past the tech to the underlying power shift. Latest analysis breaks down the economics"  
[X Link](https://x.com/poezhao0605/status/1995477993062629886)  2025-12-01T13:00Z 3983 followers, 17.2K engagements


"SAIC publicly rejected Huawei partnerships in 2021. Worried about losing strategic autonomy. By 2025 market pressure forced reversal. SAIC signed with Huawei and launched a new brand in seven months. This pattern keeps repeating. When intelligent driving becomes mandatory and self-development takes too long partnering becomes the only path. Understanding this shift explains the next phase of China automotive competition"  
[X Link](https://x.com/poezhao0605/status/1995516526213173486)  2025-12-01T15:33Z 3985 followers, 2347 engagements


"Baidu's Hong Kong shares surged X% today on the Kunlun IPO news. This underscores how critical domestic AI chips have become to the company's strategy. Last month I wrote about Baidu World 2025 and how Kunlun's supernode architecture represents China's systems-first approach to AI infrastructure. The bet isn't just on chip performance. It's on turning many modest accelerators into coherent compute islands that can serve enterprise clients at scale"  
[X Link](https://x.com/poezhao0605/status/1996847884206047304)  2025-12-05T07:43Z 3983 followers, 1513 engagements


"Baidu's layoffs since late November tell the same story. The company is cutting legacy businesses like mobile search while protecting AI and cloud teams. Some divisions saw cuts of 30-40%. The message is clear: traditional ad revenue is shrinking. AI needs to pick up the slack"  
[X Link](https://x.com/poezhao0605/status/1996849931471278135)  2025-12-05T07:51Z 3983 followers, XXX engagements


"ByteDances new statement highlights the real constraint on GUI agents in China. The rule that users must manually complete every high-stakes verification step is not about technical safety. It is the enforcement of platform sovereignty. Financial intent is the hard boundary. Once an agent reaches operations that could redirect value or reshape user behavior incumbent platforms reassert control and reduce the agent to an assistive layer. This confirms the core point: the limit on agents is not capability but permission and permission is ultimately defined by platform economics not by AI design"  
[X Link](https://x.com/poezhao0605/status/1997351162358694147)  2025-12-06T17:03Z 3983 followers, 16K engagements


"Zhipu just open-sourced AutoGLM their GUI Agent model that can operate phones like humans do. Tap swipe read screens. Works with WeChat Taobao Meituan. This solves ByteDance's technical problem. But it doesn't solve the power problem. Last week I wrote about why ByteDance had to launch Doubao Phone Assistant on a marginal ZTE device. The issue wasn't technology. It was that mainstream phone makers won't grant system permissions to outsiders. They want to control the AI layer themselves. Zhipu's open source move changes the equation. Now any manufacturer can deploy a GUI Agent without building"  
[X Link](https://x.com/poezhao0605/status/1998221761360671180)  2025-12-09T02:42Z 3983 followers, XXX engagements


"More in my analysis of ByteDance's strategic bind:"  
[X Link](https://x.com/poezhao0605/status/1998222125149335718)  2025-12-09T02:44Z 3971 followers, XXX engagements


"Chinas AI war has entered Phase Two. The era of burning cash for user acquisition is over. The Do Engine era has begun. Alibabas rebrand of Qwen (Can Chat Can Do Things) validates the shift: The goal is no longer search but replacing the app layer itself"  
[X Link](https://x.com/poezhao0605/status/1995063062290944265)  2025-11-30T09:31Z 3984 followers, 3119 engagements


"Today: Jensen Huang meets Trump discusses H200 export to China. Yesterday: I published why DeepSeek V3.2 shows China doesn't need to wait for permission. Key quote from Huang: "they won't accept degraded chips." He's rightbut the reason is they're already building around the constraint"  
[X Link](https://x.com/poezhao0605/status/1996583510283612627)  2025-12-04T14:12Z 3986 followers, 5203 engagements


"Interesting pattern in AI this year: the giants are waking up. In China its Alibaba and ByteDance. In the US its Google. These companies have capital to train powerful models. Googles Gemini XXX joined the top tier. Alibabas Qwen X leads in open source. ByteDances Doubao keeps improving. They have distribution. ByteDance pushes Doubao through Douyin and Toutiao. Google can embed Gemini across Gmail Search and Chrome. Acquisition costs are minimal. They have cloud platforms. AI models become the new storefront for their cloud businesses. Gemini helps Google Cloud tell an AI story. Doubao makes"  
[X Link](https://x.com/poezhao0605/status/1992205428084941188)  2025-11-22T12:16Z 3987 followers, 1742 engagements


"😂 Chinese parents are finding a new use for AI assistants. They're deploying them as homework monitors. Here's the setup with ByteDance's Doubao AI. Parents start a video call and aim the camera at their child. One simple prompt: "Doubao watch my kid. Remind him when he loses focus or his posture slips." The AI tutor goes to work. "Stop playing with your pen. Focus on homework." "Sit up straight. Your posture is off." "No falling asleep at the desk. Sit up and study." "Don't lean on your hand or chew your pen." Doubao isn't alone. Other AI apps offer similar video call features"  
[X Link](https://x.com/poezhao0605/status/1993525043415191566)  2025-11-26T03:39Z 3987 followers, 357K engagements


"ByteDance's AI agent phone launched three days ago. WeChat now blocks it. The "Doubao Assistant" phone (a collaboration between ByteDance and ZTE) can no longer log into WeChat or perform any WeChat-related tasks. Users see error messages about "abnormal login environment." This mirrors Amazon blocking Perplexity's Comet browser from accessing its e-commerce site. The message is clear: AI agent competition in China will be an ecosystem war. Today ByteDance's agent can't automate WeChat. Tomorrow expect Tencent to launch its own agent that won't be able to browse Douyin or place orders on"  
[X Link](https://x.com/poezhao0605/status/1996050990395785609)  2025-12-03T02:56Z 3987 followers, 42.4K engagements


"Alibaba just sold XX% of Trendyol GO to Uber for $XXX million. The business handled XXX million orders in 2024. GMV hit $X billion. Performance isn't the issue. The logic mirrors earlier exits from Intime and Sun Art. Same with trimming Bilibili and XPeng stakes. Alibaba is divesting anything that doesn't synergize with AI-driven cloud and instant retail. Last quarter Alibaba lost over $X billion on instant retail. It committed RMB XXX billion to AI infrastructure. This reallocation demands cash and strategic focus. The $XXX million matters less than the signal. Alibaba is no longer a"  
[X Link](https://x.com/poezhao0605/status/1996759712357142959)  2025-12-05T01:53Z 3987 followers, 16.9K engagements


"Ive been thinking all week about ByteDances new phone agent. Not the hype part. The architecture part. An agent that taps screens like a human banned by super apps within XX hours and launched on a phone most people have never heard of. None of this is an accident. The real story is what happens when the interface layer shifts from apps to AI.Platforms wont approve it. ByteDance did it anyway. My Friday deep dive explores why this move had to happen now why the API path is effectively dead and what an intent-first mobile internet would mean for China and beyond. Out tonight"  
[X Link](https://x.com/poezhao0605/status/1996833647446695968)  2025-12-05T06:46Z 3987 followers, 22.5K engagements


"Just published a new piece on ByteDances Doubao Phone Assistant and what it reveals about the new interface war in China. An AI agent that taps screens like a human. A marginal phone used as an engineering sample. Super apps reacting within seventy two hours. The essay looks at why the API path is effectively closed how GUI agents really work on Android and why China may be the first large scale test of intent first computing. Full story here:"  
[X Link](https://x.com/poezhao0605/status/1996925485868372398)  2025-12-05T12:51Z 3987 followers, 7307 engagements


"Noticed Tencent rebranded its AI model. Hunyuan Tencent HY. Much cleaner for global markets"  
[X Link](https://x.com/poezhao0605/status/1997163582459728278)  2025-12-06T04:37Z 3986 followers, 2528 engagements


"XPeng CEO He Xiaopeng on China's 2026 auto market: "Every car company is struggling. Everyone wants to go far. The only certainty is that competition will be even more brutal and bloody." Translation: The shakeout is accelerating. Survival not growth becomes the goal"  
[X Link](https://x.com/poezhao0605/status/1997858009754845596)  2025-12-08T02:37Z 3987 followers, 9179 engagements


"XPeng CEO He Xiaopeng confirmed what I analyzed last month: 2026 will be brutal. I wrote two deep dives explaining why. The data tells a darker story than most realize. Xiaomi's Q3 profit A temporary peak. They're burning through 400K orders faster than new ones arrive. When the backlog hits zero in mid-2026 reality strikes. No subsidies. No buffer. Just raw market demand. XPeng sees this coming. That's why they're betting the company on AI. Lose money on cars now. Escape to platforms later. It's survival logic. Both companies face the same 2026 cliff: subsidies expire Jan X. Safety regs"  
[X Link](https://x.com/poezhao0605/status/1997859188840775745)  2025-12-08T02:42Z 3987 followers, XXX engagements


"Everyone thinks Alibaba is backing down from the food delivery war. Both companies posted brutal Q3 losses. Both CEOs signaled retreat. Then Alibaba spent hundreds of millions rebranding to Taobao Shangou. Every logo changed. Every asset updated. You don't do that during a genuine pullback. You do that when you're preparing for a siege. Here's why this rebrand reveals Meituan's structural problem. Alibaba can fund instant retail losses from e-commerce profits. Meituan's entire business depends on local services. And that engine just grew 2.7%. The real battle just started:"  
[X Link](https://x.com/poezhao0605/status/1998013826638450723)  2025-12-08T12:56Z 3987 followers, 6199 engagements


"The White House is reportedly planning to allow H200 chip exports to China. The logic is familiar: give them last-generation hardware stay ahead keep US tech as the global standard. This assumes hardware access still determines the outcome. But something changed while policymakers debated which chips to block. Compute scarcity became an architectural forcing function. Teams like DeepSeek stopped waiting for more GPUs. They redesigned how models use the compute they have. DeepSeek V3.2 shows the result. Sparse attention makes long context cheap. Heavy post-training investment makes up for"  
[X Link](https://x.com/poezhao0605/status/1998199326003335596)  2025-12-09T01:13Z 3987 followers, 2721 engagements


"You need to read the new AI usage reports from OpenRouter and Hugging Face. They are mandatory reading for investors and policy analysts. The central finding: China is now the primary supply chain for global open-source AI. Here is what the data proves"  
[X Link](https://x.com/poezhao0605/status/1998247395025695105)  2025-12-09T04:24Z 3987 followers, 7918 engagements


"Chinas provinces just released their early Fifteenth Five-Year Plan signals. One theme is everywhere: AI+. But what comes after the plus sign is diverging fast. - Beijing and Zhejiang are pushing AI plus scientific research. - Guangdong wants AI plus robotics at industrial scale. - Chongqing is building an AI plus autos ecosystem with open-source roots. - Shanxi targets AI plus energy. - Henan is embedding AI deep inside manufacturing. A national pattern is taking shape. The slogan is uniform but the strategies are not. The regional race to define Chinas AI economy is already underway"  
[X Link](https://x.com/poezhao0605/status/1998299287151861867)  2025-12-09T07:50Z 3987 followers, 46.2K engagements


"Huawei livestreamed with all five HarmonyOS auto brand CEOs. They announced new MPVs SUVs and sports sedans coming in 2026. The alliance delivered 81864 vehicles in November. This looks like success. But here's what the numbers don't show. XX automakers now use identical Huawei systems. They compete on the same technology stack. Only Aito is winning. The rest struggle to reach five-digit monthly volumes. When everyone runs the same software competition collapses to price and manufacturing. The intelligence layer was supposed to create new margins. Instead it became a commoditized input."  
[X Link](https://x.com/poezhao0605/status/1998406134462640552)  2025-12-09T14:55Z 3987 followers, 2175 engagements


"When ByteDances Doubao AI assistant tried to operate WeChat Tencents app immediately flagged it as abnormal environment. Some user accounts were even restricted from logging in. Doubao quickly removed the WeChat operation feature. But the message was clear: Tencent wont allow competitors to control its super-app. The irony Tencent itself remains paralyzed about integrating AI agents into WeChat. It spent billions building Yuanbao as a separate AI app. Yet it still hesitates to give its own AI the power to operate within WeChat. Why Because WeChats business model depends on its Mini Program"  
[X Link](https://x.com/poezhao0605/status/1998576049152733646)  2025-12-10T02:10Z 3987 followers, 2571 engagements


"Heres a crisp observation from Menlos latest enterprise AI report: Chinese open source models captured just X% of enterprise LLM usage in 2025. But in the developer community adoption tells a completely different story. The enterprise reality: American companies remain extremely cautious. Despite impressive progress from models like Qwen DeepSeek and GLM corporate procurement teams arent moving. Chinese models represent roughly XX% of enterprise open source usage while overall enterprise open source share dropped from XX% to 11%. The developer reality: vLLM and OpenRouter data show rapidly"  
[X Link](https://x.com/poezhao0605/status/1998681664546025978)  2025-12-10T09:10Z 3987 followers, 1136 engagements


"Menlos 2025 State of Generative AI in the Enterprise report:"  
[X Link](https://x.com/poezhao0605/status/1998681785211957640)  2025-12-10T09:10Z 3987 followers, XXX engagements


"Jingren Zhou Alibaba Cloud CTO and head of Tongyi Lab has been promoted to Alibaba Partner. The Partner team is Alibabas highest decision-making body. It was cut to just XX members in June the smallest since IPO. Zhou needed at least XX votes from the XX to get in. What got him there Management credited Tongyi Lab for keeping Qwen at the leading edge over the past year. Their verdict: extremely difficult to achieve"  
[X Link](https://x.com/poezhao0605/status/1998698379426279506)  2025-12-10T10:16Z 3987 followers, 1568 engagements


"The White House announced Nvidia can sell H200 chips to "approved customers" in China. US government takes XX% of the revenue. This sounds like market reopening. But look at how Beijing is responding. Chinese regulators are signaling they'll limit who can buy H200 even after Washington's approval. Multiple reports cite sources saying purchases will need additional approvals or go through designated entities. Why Because China's AI compute demand splits into three bands: top internet giants industry AI companies and critical infrastructure. H200 will likely concentrate at the very top for"  
[X Link](https://x.com/poezhao0605/status/1998742999086628992)  2025-12-10T13:14Z 3987 followers, 2874 engagements