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

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

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

- [--] Week [-------] +85%
- [--] Month [-------] +49%
- [--] Months [---------] +3,527%
- [--] Year [---------] +59%

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

- [--] Week [--] -2.30%
- [--] Month [---] +3.10%
- [--] Months [---] +440%
- [--] Year [-----] +36,100%

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

- [--] Week [-----] +3.30%
- [--] Month [-----] +11%
- [--] Months [-----] +2,690%

### CreatorRank: [-------] [#](/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)  58.49% [finance](/list/finance)  30.19% [countries](/list/countries)  16.98% [social networks](/list/social-networks)  11.32% [travel destinations](/list/travel-destinations)  10.38% [stocks](/list/stocks)  8.49% [automotive brands](/list/automotive-brands)  4.72% [currencies](/list/currencies)  1.89% [exchanges](/list/exchanges)  0.94% [cryptocurrencies](/list/cryptocurrencies)  0.94%

**Social topic influence**
[ai](/topic/ai) 51.89%, [alibaba](/topic/alibaba) #81, [tencent](/topic/tencent) #56, [china](/topic/china) #3518, [bytedance](/topic/bytedance) #61, [ipo](/topic/ipo) #511, [baidu](/topic/baidu) #22, [red](/topic/red) 9.43%, [business](/topic/business) #1837, [wechat](/topic/wechat) #106

**Top accounts mentioned or mentioned by**
[@cnbizinsider](/creator/undefined) [@graynoize](/creator/undefined) [@kakashiii111](/creator/undefined) [@john421000](/creator/undefined) [@rallynemesis666](/creator/undefined) [@grok](/creator/undefined) [@adin_the_ai](/creator/undefined) [@johnliunn](/creator/undefined) [@awakentom](/creator/undefined) [@metastate78](/creator/undefined) [@capartichoke](/creator/undefined) [@dennisihong](/creator/undefined) [@brandonrashkin](/creator/undefined) [@aramiszp](/creator/undefined) [@clementmiao](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@the_zack_zhu](/creator/undefined) [@aceboy8844](/creator/undefined) [@usppdd](/creator/undefined) [@dgosh](/creator/undefined)

**Top assets mentioned**
[XPENG INC. (XPEV)](/topic/xpeng) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Pony AI Inc. (PONY)](/topic/$pony) [Alibaba Group (BABA)](/topic/alibaba-group) [Rocket Companies, Inc. (RKT)](/topic/$rkt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/poezhao0605/status/2020843171341820017)  2026-02-09T12:52Z [----] followers, 10.3K 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](https://x.com/poezhao0605/status/2021778348754804909)  2026-02-12T02:48Z [----] followers, [----] 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](https://x.com/poezhao0605/status/2022304407766081882)  2026-02-13T13:38Z [----] followers, [----] engagements


"🤔 DeepSeek just rolled out 1M context window support on web and app. New model next"  
[X Link](https://x.com/poezhao0605/status/2021528172362424386)  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](https://x.com/poezhao0605/status/2021565794493305182)  2026-02-11T12:43Z [----] 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](https://x.com/poezhao0605/status/2021948376301154366)  2026-02-12T14:03Z [----] 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](https://x.com/poezhao0605/status/2021951371613024673)  2026-02-12T14:15Z [----] followers, 36.1K 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](https://x.com/poezhao0605/status/2022047558257017033)  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](https://x.com/poezhao0605/status/2022099985031213073)  2026-02-13T00:06Z [----] followers, [----] engagements


"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](https://x.com/poezhao0605/status/1988796460436189683)  2025-11-13T02:30Z [----] 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](https://x.com/poezhao0605/status/1994389407621947756)  2025-11-28T12:54Z [----] followers, 35K engagements


"Alibaba just sold 85% of Trendyol GO to Uber for $700 million. The business handled [---] million orders in [----]. GMV hit $2 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 $5 billion on instant retail. It committed RMB [---] billion to AI infrastructure. This reallocation demands cash and strategic focus. The $700 million matters less than the signal. Alibaba is no longer a"  
[X Link](https://x.com/poezhao0605/status/1996759712357142959)  2025-12-05T01:53Z [----] followers, 17K 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://hellochinatech.com/p/baidu-spinoff-valuation-trap"  
[X Link](https://x.com/poezhao0605/status/2011417762498027730)  2026-01-14T12:38Z [----] followers, [----] engagements


"If T-Head stays buried inside Alibaba Group its economics get blended into a conglomerate P&L that investors still anchor on e-commerce cycles and cloud margin pressure. If T-Head becomes a standalone equity story Alibaba gets a second narrative track: AI infrastructure platform not just internet retail. This is the one China-market signal worth paying attention to this week. Alibaba is reportedly pushing T-Head toward an IPO path. The real story is Alibaba Clouds re-rating attempt not a Chinas Nvidia headline. I break down the mechanism and the proof points in this weeks This is the one"  
[X Link](https://x.com/poezhao0605/status/2015933734583992702)  2026-01-26T23:43Z [----] 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](https://x.com/poezhao0605/status/2016132738022309922)  2026-01-27T12:54Z [----] 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](https://x.com/poezhao0605/status/2016403217094258956)  2026-01-28T06:49Z [----] followers, [----] engagements


"Caijing reports at least nine Chinese AI chip companies shipped or received orders for 10000+ chips in [----] (estimated). The list includes tech giant subsidiaries (Huawei Ascend Baidu Kunlun) public or soon-to-be-public players (Cambricon MetaX Iluvatar Enflame) and early-stage startups (Sunrise Ching-Wee). Top performers reached 100000+ chips. Even smaller players like Sunrise and Ching-Wee hit 10000+. https://twitter.com/i/web/status/2016685265709126077 https://twitter.com/i/web/status/2016685265709126077"  
[X Link](https://x.com/poezhao0605/status/2016685265709126077)  2026-01-29T01:30Z [----] followers, [----] engagements


"Alibaba's T-Head just quietly launched Zhenwu 810E a fully self-developed AI chip that matches Nvidia's H20 in performance. The chip is already deployed in multiple 10000+ GPU clusters on Alibaba Cloud serving over [---] clients including State Grid and XPeng"  
[X Link](https://x.com/poezhao0605/status/2016693682221789257)  2026-01-29T02:03Z [----] followers, [----] engagements


"Alibaba now controls the full stack. Tongyi Lab builds the models Alibaba Cloud runs the infrastructure T-Head makes the chips. This vertical integration gives Alibaba something most Chinese tech companies are still working toward: independence from foreign chip suppliers"  
[X Link](https://x.com/poezhao0605/status/2016693843924832375)  2026-01-29T02:04Z [----] followers, [---] engagements


"Moltbot (formerly Clawdbot) is sparking interest in China. Tencent Cloud and Alibaba Cloud have both rolled out one-click deployment instances for the AI agent framework. Right now these are mostly experimental offerings. But if China's tech giants seriously want to replicate Clawdbot's functionality the resource landscape tells an interesting story. The chart shows each company's positioning across the AI stack. Alibaba has QWEN for foundation models and applications. Tencent leverages Hunyuan and Yuanbao plus WeChat for distribution. ByteDance built Doubao on Volcengine infrastructure with"  
[X Link](https://x.com/poezhao0605/status/2016740742899913207)  2026-01-29T05:10Z [----] followers, [----] engagements


"Reuters confirms: China approved H200 for ByteDance Alibaba Tencent. "Conditions still being decided." This is the stratified access model I detailed last month playing out in real time. Three validation points: [--]. Approval limited to specific entities (private tech giants) [--]. Explicit conditions attached (designed friction) [--]. Timing during Jensen Huang's China visit (political theater) The allocation pattern matters more than the headline number. I mapped which Chinese entities would get access for what workloads and why in December. Premium subscribers: Not subscribed This is the kind of"  
[X Link](https://x.com/poezhao0605/status/2016771508387897724)  2026-01-29T07:12Z [----] followers, [----] engagements


"Market chatter: ByteDance will release three new AI models next month: a large language model an image generator and a video generator. Alibaba is launching a new flagship model during the Spring Festival holiday focused on math and coding. Theyre also planning a major marketing push for Qwen app to compete head-to-head with Doubao currently Chinas most popular AI chatbot. Chinas AI arena is heating up ahead of the Lunar New Year. On the model side Kimi K2.5 and Qwen [--] Max Thinking just launched while rumors suggest a new Deepseek model is coming soon. On the application side the real battle"  
[X Link](https://x.com/poezhao0605/status/2017020591182925954)  2026-01-29T23:42Z [----] followers, [----] engagements


"Alibaba is joining the red envelope war. Qwen App will distribute cash prizes worth over [---] million RMB during CNY according to sources close to the company. Final amount still being determined Tencent Baidu Alibaba. Every major Chinese AI player is now in. The playbook is identical: cash giveaways new model launches maximum noise before the holiday. Chinas AI arena is heating up ahead of the Lunar New Year. On the model side Kimi K2.5 and Qwen [--] Max Thinking just launched while rumors suggest a new Deepseek model is coming soon. On the application side the real battle is taking shape. Baidu"  
[X Link](https://x.com/poezhao0605/status/2017178030414733620)  2026-01-30T10:08Z [----] followers, [----] 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](https://x.com/poezhao0605/status/2017237279887278492)  2026-01-30T14:03Z [----] 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](https://x.com/poezhao0605/status/2017387502978666859)  2026-01-31T00:00Z [----] followers, 10.2K engagements


"This reveals something interesting about corporate DNA in AI strategy. Tencent integrates chat and social features into its AI app. Alibaba integrates shopping into Qwen. Users can book hotels order takeout and browse Taobao directly in the AI interface. Each company builds AI around what they do best. Tencent owns social graphs. Alibaba owns transaction flows. What about ByteDance 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"  
[X Link](https://x.com/poezhao0605/status/2017391075359592771)  2026-01-31T00:14Z [----] followers, [----] engagements


"Coming next week: a deep dive into StepFun which just raised RMB [--] billion ($700M). The funding is significant but the real story is in the leadership changes. With this move Chinas AI Four Tigers are finally complete"  
[X Link](https://x.com/poezhao0605/status/2017615515041337453)  2026-01-31T15:06Z [----] followers, [----] engagements


"Waymo just closed a $16B funding round at a $110B valuation. Meanwhile Baidu Apollo Go operates at larger scale but remains trapped inside Baidu's conglomerate structure valued at roughly $7B in my conservative analysis. This gap illustrates exactly what I wrote about last month: the best Chinese tech assets only unlock value after leaving their parent companies. Waymo spun out from Google in [----]. It now completes over [--] million trips with $350M+ in annual recurring revenue. Investors are willing to pay [---] billion for that trajectory. Apollo Go has delivered [--] million cumulative rides and"  
[X Link](https://x.com/poezhao0605/status/2017786699217252589)  2026-02-01T02:26Z [----] followers, [----] engagements


"Per Chinese tech media Moonshot told investors that overseas revenue has surpassed domestic revenue. Global paying users grew 4x after the K2.5 launch"  
[X Link](https://x.com/poezhao0605/status/2018115554440319347)  2026-02-02T00:13Z [----] followers, 21.3K engagements


"Alibaba announced today that Qwen app will join China's Lunar New Year red envelope war with RMB [--] billion ($410M). This dwarfs Tencent's RMB [--] billion and Baidu's RMB [---] million. The campaign launches Feb [--] offering cash rewards and discounts across Alibaba's ecosystem including Taobao Tmall and Alipay. Chinas AI arena is heating up ahead of the Lunar New Year. On the model side Kimi K2.5 and Qwen [--] Max Thinking just launched while rumors suggest a new Deepseek model is coming soon. On the application side the real battle is taking shape. Baidu and Tencents Yuanbao are Chinas AI arena is"  
[X Link](https://x.com/poezhao0605/status/2018154802648428652)  2026-02-02T02:49Z [----] followers, [----] engagements


"BYD reported January [----] NEV sales at [------] units down 30% year-over-year. Before jumping to conclusions look at the breakdown: - Pure electric vehicles: [-----] units (down 34%) - Plug-in hybrids: [------] units (down 29%) What do you think"  
[X Link](https://x.com/poezhao0605/status/2018210353147204039)  2026-02-02T06:30Z [----] followers, [----] 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](https://x.com/poezhao0605/status/2018296966934134865)  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](https://x.com/poezhao0605/status/2018301253374152821)  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](https://x.com/poezhao0605/status/2018473045112111403)  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](https://x.com/poezhao0605/status/2018581121873883412)  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](https://x.com/poezhao0605/status/2018594863911239977)  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](https://x.com/poezhao0605/status/2018658156583489763)  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](https://x.com/poezhao0605/status/2018833520450490736)  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](https://x.com/poezhao0605/status/2018876297548894535)  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](https://x.com/poezhao0605/status/2019026792624103865)  2026-02-04T12:34Z [----] followers, [----] engagements


"https://huggingface.co/Qwen/Qwen3-Coder-Next https://huggingface.co/Qwen/Qwen3-Coder-Next"  
[X Link](https://x.com/poezhao0605/status/2019231604527514095)  2026-02-05T02:08Z [----] followers, [---] engagements


"https://github.com/Tencent/hpc-ops https://github.com/Tencent/hpc-ops"  
[X Link](https://x.com/poezhao0605/status/2019231607639666701)  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](https://x.com/poezhao0605/status/2019243754646094328)  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](https://x.com/poezhao0605/status/2019314053513114097)  2026-02-05T07:36Z [----] followers, [----] engagements


"I published a new analysis today on China's compute strategy: The US-China AI competition isn't what most people think. China cannot match US capital expenditure. The gap is [---] to [--]. But Chinese companies are building something different: a system that extracts maximum value from every chip kilowatt-hour and yuan invested. Domestic chips reached usability for inference. Algorithm innovations cut token costs by 95%. Energy advantages provide structural cost benefits. Hardware-embedded applications bypass subscription models entirely. Whether efficiency can substitute for scale will determine"  
[X Link](https://x.com/poezhao0605/status/2019392980331921799)  2026-02-05T12:49Z [----] 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](https://x.com/poezhao0605/status/2019422545070764035)  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](https://x.com/poezhao0605/status/2019558819001725109)  2026-02-05T23:48Z [----] followers, [----] engagements


"More details on Alibabas Qwen Spring Festival campaign. The [--] billion budget breaks down into two parts: [--] billion in vouchers and coupons plus [--] billion in cash red envelopes. Distributed across three separate promotions running through the holiday. The [--] voucher works as a no-minimum-spend coupon for Taobao flash delivery orders placed inside the Qwen app. You still pay [----] ($0.001) per order. Basically free. So Alibaba is literally embedding Taobao checkout into its AI chatbot and subsidizing the whole thing. The goal is clear: turn Qwen from a standalone AI tool into a commerce entry"  
[X Link](https://x.com/poezhao0605/status/2019560934294090189)  2026-02-05T23:57Z [----] 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](https://x.com/poezhao0605/status/2019599388725899595)  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](https://x.com/poezhao0605/status/2019629468273504600)  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](https://x.com/poezhao0605/status/2019660184717828494)  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](https://x.com/poezhao0605/status/2019756579088904424)  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](https://x.com/poezhao0605/status/2019923015002451979)  2026-02-06T23:55Z [----] 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](https://x.com/poezhao0605/status/2020042341705527330)  2026-02-07T07:49Z [----] followers, 12.4K 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](https://x.com/poezhao0605/status/2020155733476798822)  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](https://x.com/poezhao0605/status/2020400745452040415)  2026-02-08T07:34Z [----] followers, 10.3K 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](https://x.com/poezhao0605/status/2020506287117902040)  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](https://x.com/poezhao0605/status/2020645752054395143)  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](https://x.com/poezhao0605/status/2020693618386952377)  2026-02-09T02:57Z [----] followers, [----] engagements


"@kakashiii111 Yes. ByteDance keeps the pressure on and Tencent is catching up as well"  
[X Link](https://x.com/poezhao0605/status/2020807040206037188)  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](https://x.com/poezhao0605/status/2021021355853193304)  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](https://x.com/poezhao0605/status/2021024469381415102)  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](https://x.com/poezhao0605/status/2021093545248264548)  2026-02-10T05:27Z [----] followers, [----] 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](https://x.com/poezhao0605/status/2021153071888576599)  2026-02-10T09:23Z [----] 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](https://x.com/poezhao0605/status/2021198095300895051)  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](https://x.com/poezhao0605/status/2021239744781484454)  2026-02-10T15:08Z [----] 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](https://x.com/poezhao0605/status/2021425461184823501)  2026-02-11T03:26Z [----] 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](https://x.com/poezhao0605/status/2021450960267317582)  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](https://x.com/poezhao0605/status/2021478931631833279)  2026-02-11T06:58Z [----] 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](https://x.com/poezhao0605/status/2021606876757291277)  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](https://x.com/poezhao0605/status/2021729852530077941)  2026-02-11T23:35Z [----] 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](https://x.com/poezhao0605/status/2021784794850636084)  2026-02-12T03:13Z [----] 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](https://x.com/poezhao0605/status/2021842913202676041)  2026-02-12T07:04Z [----] 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](https://x.com/poezhao0605/status/2021928376320373143)  2026-02-12T12:44Z [----] followers, [---] engagements


"Spent the morning in Yizhuang. Robotaxis are everywhere now"  
[X Link](https://x.com/poezhao0605/status/2022172244219416958)  2026-02-13T04:53Z [----] 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](https://x.com/poezhao0605/status/2022300328532877736)  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](https://x.com/poezhao0605/status/2022327532075602336)  2026-02-13T15:10Z [----] followers, [----] engagements


"@John421000 This year might decide it. I'm hearing Alibaba will keep burning cash to attack Meituan's market share"  
[X Link](https://x.com/poezhao0605/status/2022697365099155843)  2026-02-14T15:40Z [----] 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](https://x.com/poezhao0605/status/2021909653005980028)  2026-02-12T11:30Z [----] 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. 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](https://x.com/poezhao0605/status/2022293940263940415)  2026-02-13T12:57Z [----] 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](https://x.com/poezhao0605/status/2022455558637523382)  2026-02-13T23:39Z [----] 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](https://x.com/poezhao0605/status/2022492712889688285)  2026-02-14T02:06Z [----] 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](https://x.com/poezhao0605/status/2022704697006813575)  2026-02-14T16:09Z [----] 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](https://x.com/poezhao0605/status/2021791983791133007)  2026-02-12T03:42Z [----] 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](https://x.com/poezhao0605/status/2022107337830633586)  2026-02-13T00:35Z [----] 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](https://x.com/poezhao0605/status/2022571645882568849)  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](https://x.com/poezhao0605/status/2022834313411334339)  2026-02-15T00:44Z [----] followers, [---] engagements


"🤔 Chinese tech media reported today that Alibaba is considering raising its three-year AI and cloud budget from 380B to 480B yuan (roughly $53B to $67B)"  
[X Link](https://x.com/poezhao0605/status/2016853249215910392)  2026-01-29T12:37Z [----] followers, [---] engagements


"Shanghai is quietly making a major push into commercial space. This week the city unveiled its "Rocket Star City" plan: a [---] sq km hub in Minhang District targeting [--] rockets and [---] satellites per year by [----] scaling to [---] rockets and [---] satellites by [----]. This is China's bet on building a vertically integrated space industry cluster. Worth watching how this compares to similar initiatives in other Chinese cities"  
[X Link](https://x.com/poezhao0605/status/2017420772982374764)  2026-01-31T02:12Z [----] followers, [----] engagements


"Four robotics companies confirmed for China's [----] Spring Festival Gala. Sounds like industry momentum right Here's what the numbers actually show: 140+ Chinese companies announced humanoid platforms. Global [----] shipments Only [-----] units total. One company spent what industry observers estimate at $14 million for Gala placement. That's a substantial chunk of their annual revenue. The spending targets IPO investors not customers. Companies are manufacturing visibility before their financing window closes. Products operate at 30-50% of human efficiency but marketing spend hits record highs. I"  
[X Link](https://x.com/poezhao0605/status/2017456822354120780)  2026-01-31T04:36Z [----] followers, [----] engagements


"Last week I wrote about China's robot IPO theater. Three companies announced Spring Festival Gala partnerships worth millions. Their products operate at 30-50% of human worker efficiency. 140+ companies fighting over a 13000-unit global market. Today brings the perfect follow-up case. Agibot says it's skipping the Gala due to budget limits. Priorities are on R&D not marketing spend. Fair enough. Then they announce "Robot Wonderful Night." A full-scale variety show. Hundreds of robots. Multiple performance categories. Live streaming launch imminent. The budget logic collapses immediately. You"  
[X Link](https://x.com/poezhao0605/status/2018514140646527232)  2026-02-03T02:37Z [----] followers, [----] engagements


"Alibabas Qwen is still pouring money into marketing. The company just announced its sponsoring Spring Festival galas on four provincial TV stations: Dragon TV (Shanghai) Zhejiang TV Jiangsu TV and Henan TV. These arent CCTVs main gala which remains the most-watched broadcast in China. But provincial galas still draw massive audiences. And Qwen isnt just putting its logo on screen. Its integrating AI features like video generation image recognition and Q&A into the live shows. The AI marketing war in China continues. https://twitter.com/i/web/status/2018596738031132777"  
[X Link](https://x.com/poezhao0605/status/2018596738031132777)  2026-02-03T08:05Z [----] followers, [----] engagements


"China's AI startups are splitting into different survival strategies. Some are rushing to IPO. Some are raising private money and betting on something else entirely. StepFun just raised $720 million and chose a chairman who failed three IPO attempts at his previous company. That choice tells you more about where China's AI industry is heading than any benchmark announcement. I wrote about what he learned from losing $6.6 billion and the bet he's making now. 👉 https://hellochinatech.com/p/stepfun-720m-yin-qi-distribution-bet https://hellochinatech.com/p/stepfun-720m-yin-qi-distribution-bet"  
[X Link](https://x.com/poezhao0605/status/2018673681967509754)  2026-02-03T13:11Z [----] followers, [----] engagements


"@Metastate78 Alibaba invested in Xiaohongshu in [----]. I cannot confirm if it still holds a stake today. If it does it is likely a minority position"  
[X Link](https://x.com/poezhao0605/status/2019074700610306350)  2026-02-04T15:44Z [----] followers, [---] engagements


"AMD is getting hit. NVDA is sliding too. Days like this force a simple question: is more AI capex a moat or just a bigger bill Tomorrow (Thu night Beijing time) Im publishing my deep dive on Chinas compute strategy: when scale isnt an option system efficiency becomes the edge. Subscribe to Hello China Tech to get it in your inbox. https://hellochinatech.com/subscribe https://hellochinatech.com/subscribe"  
[X Link](https://x.com/poezhao0605/status/2019078197808382327)  2026-02-04T15:58Z [----] followers, [----] engagements


"Chinese AI companies continue pushing open source forward. Alibabas Qwen team just released Qwen3-Coder-Next an 80B parameter MoE model built for coding agents (activates only 3B per inference). Both base and instruct versions are now available for research and commercial use. Tencent Hunyuan open sourced HPC-Ops a production-grade inference operator library. They claim 30% QPM improvement for Hunyuan models and 17% for DeepSeek. I see this as Chinas AI giants reinforcing their open source commitment while building infrastructure that benefits the entire ecosystem."  
[X Link](https://x.com/poezhao0605/status/2019231601390133581)  2026-02-05T02:08Z [----] followers, [----] engagements


"The IOC launched its first official AI model for the Milan Winter Games powered by Alibaba's Qwen. What's interesting: it's not just fan-facing. There's an internal system for NOC staff to handle accreditation and logistics queries in multiple languages. Shows how AI is entering the operational backbone of international organizations. https://twitter.com/i/web/status/2019254736860639461 https://twitter.com/i/web/status/2019254736860639461"  
[X Link](https://x.com/poezhao0605/status/2019254736860639461)  2026-02-05T03:40Z [----] followers, [---] engagements


"Chinas EV math is brutal: carmakers sell more earn less while battery giants pocket the profits. H1 2025: listed battery firms generated Rmb 294.7bn in revenue (8% YoY) and Rmb 64bn in gross profit at 22%margins. Inventory stretched to [--] days while the battery link captured 70% of the EV supply chains profits. CATLran at 25% gross margin with sharply higher net income. Want to know why CATL makes more profit than Chinas top three carmakers combined Read my breakdown free for all readers:👉 China Autos vs CATL: Who Really Makes the Money"  
[X Link](https://x.com/poezhao0605/status/1975860789975413011)  2025-10-08T09:48Z [----] followers, [----] engagements


"Xiaomi's buyback spree accelerates. Ninth time in two weeks. $308M in November. $513M this year. Stock up 4.38% today. Highest single-day gain since the buybacks began. The market sees strength. I see a company bracing for impact. Q3 automotive profit marks a peak. [----] brings the downturn. Xiaomi just bought back $40M of its own stock. Fourth buyback this month. Total: $150M in November. The stock market sees a profit miracle. I see a company preparing for turbulence. My analysis explains why Xiaomis Q3 automotive profit is a peak not a plateau. The air pocket Xiaomi just bought back $40M of"  
[X Link](https://x.com/poezhao0605/status/1996559275456373032)  2025-12-04T12:36Z [----] followers, [----] engagements


"FT: ByteDance to spend $23bn on AI in [----]. My take: The real story is why they're willing to sacrifice 10x revenue on MaaS for a market that barely exists today. I wrote about the math behind this https://hellochinatech.com/p/volcano-engine-maas-gamble https://hellochinatech.com/p/volcano-engine-maas-gamble"  
[X Link](https://x.com/poezhao0605/status/2004112536267018283)  2025-12-25T08:50Z [----] followers, [----] engagements


"The Reckoning This year served as a brutal stress test. The market filtered out pure capital plays strategic drift and revenue mirages. Winners either secured state backing found real international traction or hit actual revenue targets. DeepSeeks $5.6 million training cost demolished the Scaling Law religion that guided 2023-24. This is an efficiency race now. Four days until [----]. Smart money says the Six becomes Three by mid-year. The gold rush is over. Real business begins now"  
[X Link](https://x.com/poezhao0605/status/2004824364378632635)  2025-12-27T07:59Z [----] followers, [---] engagements


"Heres what breaks my brain about Chinas AI model market. Zhipu and MiniMax just filed for emergency IPOs. One chose scale the other chose efficiency. Both strategies failed the same way. Zhipu: R&D jumped 529M 2.2B in one year.MiniMax: Spent 1% of OpenAIs budget training costs dropped 1365% 266%. Different paths. Identical crisis. Nine months of runway each. The problem These two companies alone burn 5x the entire current market size annually. When competitive dynamics force everyone to match the iteration pace strategy stops mattering. The trap is structural."  
[X Link](https://x.com/poezhao0605/status/2005070154225606865)  2025-12-28T00:15Z [----] 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](https://x.com/poezhao0605/status/1987823234902020463)  2025-11-10T10:02Z [----] followers, 38.6K engagements


"@CapArtichoke @dennisihong Yes Alibaba completed the Sun Art divestiture in January. The operating profit growth mainly came from Cloud turning profitable and improved efficiency in core e-commerce. The Sun Art impact was already reflected in earlier quarters this year"  
[X Link](https://x.com/poezhao0605/status/1994402664021631312)  2025-11-28T13:47Z [----] followers, [----] engagements


"🤔 BMW China cut MSRPs on [--] models from Jan [--] [----]. Up to RMB 301k off i7 M70L (to RMB 1.598m) and 24% off iX1 eDrive25L (to RMB 228k). BMW calls it a systematic value upgrade. Legacy luxury is adapting to Chinas EV era"  
[X Link](https://x.com/poezhao0605/status/2007701757569401242)  2026-01-04T06:32Z [----] followers, [----] engagements


"Chinas EV market in 2025: a brutal reshuffling among pure-play startups. Leapmotor leads the new EV upstarts with 596K units followed by Huawei-backed brands at 589K. Xiaomi hits 410K in its first full year. The former darlingsNIO XPeng and Li Autonow fight for survival in the middle squeezed between giants like BYD and Tesla. I see a pattern here. Ten years ago NIO XPeng and Li Auto sold investors on grand visions. Today the market demands hit products. In this hypercompetitive arena one hit keeps you at the table. Sustained hits get you across the finish line. The storytelling era is over."  
[X Link](https://x.com/poezhao0605/status/2010329149022605646)  2026-01-11T12:33Z [----] followers, [----] engagements

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