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[@poezhao0605](/creator/twitter/poezhao0605)
"China's Q3 data is out. Here's what matters for advanced manufacturing: - Industrial robots: +29.8% - NEVs: +29.7% - 3D printing equipment: +40.5% While overall GDP grew XXX% in Q3 high-tech manufacturing expanded 9.6%. Equipment manufacturing hit 9.7%. The gap is widening between traditional and advanced sectors. China is no longer just scaling up production. It's automating digitizing and electrifying its industrial base. Robotics and EVs are now core growth engines not side bets. For anyone tracking China's industrial strategy: the numbers confirm the direction. The upgrade is real and"  
[X Link](https://x.com/poezhao0605/status/1980098345491398929) [@poezhao0605](/creator/x/poezhao0605) 2025-10-20T02:26Z 2031 followers, 129.2K engagements


"China's customs authority released Q1-Q3 trade data today. Total trade hit XXXXX trillion yuan ($4.6 trillion) up X% YoY. Exports +7.1% imports -0.2%. Growth accelerated each quarter: Q1 at XXX% Q2 at XXX% Q3 at 6%. Eight straight quarters of positive growth"  
[X Link](https://x.com/poezhao0605/status/1977568150104473812) [@poezhao0605](/creator/x/poezhao0605) 2025-10-13T02:52Z 2025 followers, 1011 engagements


"Western tech companies: "Let's perfect the strategy establish frameworks then scale." Chinese tech companies: "Let's ship now and iterate." Who wins Five case studiesAI glasses Tencent's AI profits $3.5B toy market Xiaomi EVs Do-Engine warsreveal the same answer. #WeekendBrief"  
[X Link](https://x.com/poezhao0605/status/1979751859654156439) [@poezhao0605](/creator/x/poezhao0605) 2025-10-19T03:30Z 2025 followers, 2918 engagements


"OpenAI just launched Atlas. And it proves my August thesis. Three months ago I wrote about China's "Do-Engine" warhow Baidu Alibaba and Tencent were burning billions to replace search with integrated AI agents that don't just find information but execute tasks. The West I argued lacked the structural advantage: the walled-garden ecosystems that make true "Do-Engines" possible. OpenAI just made its move. Atlas isn't just a browser. It's ChatGPT's attempt to become your operating system. Agent mode. Walmart integration. Spotify. Zillow. The entire computing stack reimagined. Sound familiar The"  
[X Link](https://x.com/poezhao0605/status/1980788568172974170) [@poezhao0605](/creator/x/poezhao0605) 2025-10-22T00:09Z 2031 followers, 1070 engagements


"Market share debates miss the point. - ByteDance claims #1 in tokens (30 trillion/day). - Alibaba claims #1 in revenue (33% share). They're both right. And both wrong. These aren't different measurements of the same thing. They're declarations of war over the economic architecture of China's AI future. One metric = utility playbook (commoditize capture developers). Other metric = fortress playbook (integration capture enterprises). The outcome determines whether AI becomes a platform or a product. New analysis on the bifurcation of China's AI economyand what investors should watch.link below"  
[X Link](https://x.com/poezhao0605/status/1980290937310883855) [@poezhao0605](/creator/x/poezhao0605) 2025-10-20T15:12Z 2031 followers, 1111 engagements


"Shanghai's AI manufacturing sector grew XXXX% YoY in Q1-Q3 2025. That's up from XXXX% in H1 and 4x faster than last year's 3.2%. The sector is now a key GDP driver. Shanghai's overall economy grew XXX% with AI chips and biotech manufacturing combined rising 8.5%. Worth watching: China's AI manufacturing momentum isn't just about models. It's about hardware robotics and industrial applications gaining real traction"  
[X Link](https://x.com/poezhao0605/status/1980887696026530112) [@poezhao0605](/creator/x/poezhao0605) 2025-10-22T06:43Z 2031 followers, XXX engagements


"UBTECH just won another XXX million yuan contract. That's their third nine-figure deal in months. Total orders this year: 630+ million yuan. One month ago I published a framework for separating real humanoid robot deals from fake hype. This latest contract checks all the boxes for what I call "Tier 1" orders--government procurement transparent bidding clear delivery timeline. But here's what matters: UBTECH now faces "delivery hell." They've signed the contracts. Now they need to actually deliver at scale. The difference between companies that announce orders and companies that execute them"  
[X Link](https://x.com/poezhao0605/status/1979920542015934699) [@poezhao0605](/creator/x/poezhao0605) 2025-10-19T14:40Z 2031 followers, 7947 engagements


"Barclays just confirmed what Ive been saying: Alibaba is going all-in on AI. But heres what Wall Street is missing. This isnt just about spending $53B. Its about building a parallel AI universe. The dual strategy: - Become the Android for AI apps (300+ open-source Qwen models) - Become the AWS for AI compute (full-stack infrastructure) Give away the razor. Sell the blades. Southeast Asia and Middle East markets Thats just the beginning. The real prize is becoming the operating system for Chinas entire AI economy. I broke down why this could either forge a new monopoly or become the most"  
[X Link](https://x.com/poezhao0605/status/1980575825809252706) [@poezhao0605](/creator/x/poezhao0605) 2025-10-21T10:04Z 2031 followers, 2952 engagements


"Zhipu AI just dissolved its standardized product center. The $5.5B Chinese AI unicorn is reassigning engineers from platform development to project delivery roles. This isn't routine optimization. It's a fundamental business model shift. From pursuing OpenAI-style SaaS scalability to Palantir-style custom deployments. The driver: China's highest-value AI market -- SOEs and government bodies -- demands private deployments and deep customization. Not off-the-shelf products. Result Large contracts (60M+) with services margins not software margins. The math: 300M revenue 2B loss in 2024. The"  
[X Link](https://x.com/poezhao0605/status/1980997806308630850) [@poezhao0605](/creator/x/poezhao0605) 2025-10-22T14:00Z 2031 followers, XXX engagements


"The China EV hierarchy just got completely turned upside down and Im still processing how fast it happened. Li Auto was the golden childonly profitable New Forces startup seemed untouchable. Now theyre panic-cutting prices on new launches and forecasting XX% sales drops. Their pure EV bet is flopping. Meanwhile Leapmotor just hit #1 by copying Li Autos mobile living room concept at XX% the price. Turns out Chinese families wanted the fridge and big screenjust not the luxury markup. XPengs comeback might be even better. Basically dead XX months ago bleeding cash. New management launched MONA"  
[X Link](https://x.com/poezhao0605/status/1965194140716843353) [@poezhao0605](/creator/x/poezhao0605) 2025-09-08T23:22Z 2028 followers, 58.4K engagements


"The procurement implications are wild. If commodity chips now carry geopolitical risk supply chain managers need to rethink everything. Taiwan's Silergy and Japan's Renesas are probably fielding a lot more calls this week. Full breakdown in this week's Flashpoint"  
[X Link](https://x.com/poezhao0605/status/1967941043367842079) [@poezhao0605](/creator/x/poezhao0605) 2025-09-16T13:18Z 2029 followers, XXX engagements


"Looking at Hugging Face leaderboards from late September Alibaba and Tencent almost dominated the top XX. The rise of Chinese open models is quietly reshaping the generative AI landscape. While OpenAI and Anthropic grab headlines China's tech giants are flooding the ecosystem with competitive open-source alternatives"  
[X Link](https://x.com/poezhao0605/status/1972484442691428493) [@poezhao0605](/creator/x/poezhao0605) 2025-09-29T02:11Z 2028 followers, 3899 engagements


"Wired nailed it with this cover. Tech went all in on politics in 2025. Not lobbying. Not influencing. Full poker table"  
[X Link](https://x.com/poezhao0605/status/1977363507319394430) [@poezhao0605](/creator/x/poezhao0605) 2025-10-12T13:19Z 2028 followers, XXX engagements


"@kakashiii111 Perfect example. That's the whole point: China learned reactive enforcement fails in strategic sectors. The Qualcomm probe isn't about distrust it's about shifting from post-deal monitoring to pre-deal screening"  
[X Link](https://x.com/poezhao0605/status/1977650909799960696) [@poezhao0605](/creator/x/poezhao0605) 2025-10-13T08:21Z 2027 followers, 2227 engagements


"Everyone's asking the wrong question about Qualcomm's $80M Israel chip deal. It's not "why did China investigate" It's "why did Qualcomm think they could get away with it" China explicitly told them in March 2024: file for approval. Qualcomm wrote back saying they'd abandon it. Four months later they closed anyway. No filing no notice. Just did it. The arrogance is almost impressive. Autotalks isn't some random chip companyit's one of three global players in V2X the communication protocol for connected vehicles. China's deploying this at scale. This is infrastructure they're treating like 5G"  
[X Link](https://x.com/poezhao0605/status/1977721423486685639) [@poezhao0605](/creator/x/poezhao0605) 2025-10-13T13:01Z 2027 followers, 1333 engagements


"What Qualcomm missed: China's enforcement isn't about deal size anymore. It's about infrastructure control. You can buy a billion-dollar software company with less scrutiny than an $80M chip firm if one touches what Beijing considers sovereign tech. Walked through what this means for tech M&A"  
[X Link](https://x.com/poezhao0605/status/1977721426133320019) [@poezhao0605](/creator/x/poezhao0605) 2025-10-13T13:01Z 2027 followers, 1482 engagements


"Three chip deals three strategies. Nvidia invested $100bn in OpenAI. AMD offered equity warrants. Broadcom gets paid in fullno financial sweeteners. Sam Altman (@sama )knows how to play the game"  
[X Link](https://x.com/poezhao0605/status/1977735090114273779) [@poezhao0605](/creator/x/poezhao0605) 2025-10-13T13:56Z 2028 followers, XXX engagements


"Heard a number today. ByteDances Doubao hits XX trillion tokens daily. Thats 253x growth in XX months. Scale matters in Chinas AI race. And ByteDance has it"  
[X Link](https://x.com/poezhao0605/status/1978802581268025760) [@poezhao0605](/creator/x/poezhao0605) 2025-10-16T12:37Z 2030 followers, 4535 engagements


"ByteDance Google"  
[X Link](https://x.com/poezhao0605/status/1978824664051839307) [@poezhao0605](/creator/x/poezhao0605) 2025-10-16T14:05Z 2029 followers, 2935 engagements


"Tracked Chinese AI startup movements this week. The pattern is brutal. XX of XX Chinese apps in a16zs Top XX target overseas users. Why ByteDance replicates your breakthrough in X days. You dont have a business model. You have a countdown. Manus: XX engineers to Singapore. HeyGen: Shenzhen to LA. Meitu: five global hits invisible at home. China has 270M AI usersmore than ChatGPT. But when the next shift comes the founders who could navigate it will be building elsewhere"  
[X Link](https://x.com/poezhao0605/status/1978842244158488971) [@poezhao0605](/creator/x/poezhao0605) 2025-10-16T15:15Z 2030 followers, 2634 engagements


"Iron looks serious inside XPENGfactory training now public demos done and they talk about 2026 mass production. But its still internal pilots not government/enterprise orders. Until we see third-party paying customers and stable multi-shift uptime it stays below my Tier-1 bar"  
[X Link](https://x.com/poezhao0605/status/1980062323491643761) [@poezhao0605](/creator/x/poezhao0605) 2025-10-20T00:03Z 2028 followers, XX engagements


"Teamed up with Michael Spencer on China's AI chip story(link in the next tweet). - October 2022: US imposes chip export controls. - October 2025: Nvidia goes from XX% China market share to zero. Meanwhile: - Cambricon revenue up 4347% YoY - Baidu runs 30000 Kunlun chips at scale - Alibaba's PPU matches H100 at XX% lower cost Jensen Huang got it right: "I can't imagine any policymaker thinking that's a good idea." Export controls didn't slow China down. They forced vertical integration"  
[X Link](https://x.com/poezhao0605/status/1980259201315406077) [@poezhao0605](/creator/x/poezhao0605) 2025-10-20T13:05Z 2028 followers, XXX engagements


"Getting this warning from Substack means I wrote something worth your time. New premium analysis dropping tonight: Why China launched an antitrust probe over Qualcomm's $80M acquisition of a tiny Israeli chipmaker. Spoiler: There are no small deals in strategic tech anymore. Full breakdown of Beijing's new regulatory playbookfor premium subscribers only. Upgrade here:"  
[X Link](https://x.com/poezhao0605/status/1977648197549142164) [@poezhao0605](/creator/x/poezhao0605) 2025-10-13T08:10Z 2030 followers, 3905 engagements


"$80 million. Thats what Qualcomm paid for Autotalksa company most people had never heard of. Three months later China launched a formal investigation. Qualcomms stock tanked. The reason reveals everything about how China now regulates tech M&A. Full analysis 🔒"  
[X Link](https://x.com/poezhao0605/status/1977835734896660818) [@poezhao0605](/creator/x/poezhao0605) 2025-10-13T20:36Z 2030 followers, 1191 engagements


"The lesson: XX% of Qualcomm's revenue is China. A relatively small deal becomes leverage when it touches what Beijing considers sovereign tech. Size doesn't matter if you're in automotive chips AI accelerators connectivity. Full breakdown: #Qualcomm #V2X"  
[X Link](https://x.com/poezhao0605/status/1978006763606823347) [@poezhao0605](/creator/x/poezhao0605) 2025-10-14T07:55Z 2030 followers, XXX engagements


"When ByteDance brags about XX trillion tokens and Alibaba touts $4.6B in revenue theyre not competing. Theyre building parallel AI economies. One bets on developer velocity. The other on enterprise lock-in. Both can win. Heres how:"  
[X Link](https://x.com/poezhao0605/status/1980418697245389199) [@poezhao0605](/creator/x/poezhao0605) 2025-10-20T23:39Z 2031 followers, 4020 engagements


"Perplexity's burning cash to grow Comet their AI browser. $XX per user. Free Pro subscription. Pure acquisition spend. They're not competing in search anymorethey want the browser itself. The ultimate entry point. Bold move. Expensive bet. Browsers are sticky and Chrome didn't need referral bonuses. Can AI features overcome switching costs That's the $XX question"  
[X Link](https://x.com/poezhao0605/status/1978113542663315839) [@poezhao0605](/creator/x/poezhao0605) 2025-10-14T14:59Z 2031 followers, XXX engagements


"Perplexity's $XX referral bonus looks quaint compared to China. Alibaba and Tencent: $140M/month. Each. Racing to replace search with integrated "do-engines." Not better search. No search at all. One AI interface for everythingflights food payments. Complete ecosystem lock-in. The West protects ad revenue. China's already fighting the next war. I wrote about this billion-dollar bonfire and why it matters for the future of the internet:"  
[X Link](https://x.com/poezhao0605/status/1978114295490850946) [@poezhao0605](/creator/x/poezhao0605) 2025-10-14T15:02Z 2031 followers, 8350 engagements


"When does perfecting the solution become missing the market I analyzed five China tech developments recently: AI glasses using QR infrastructure Tencents profitable AI integration $3.5B AI toy market Xiaomis platform-subsidized EVs Alibaba/Tencents Do-Engine war Each case revealed the same dynamic: Chinese companies execute on existing infrastructure while Western firms debate optimal strategies. The result Markets get built user habits get established and competitive windows closeall before the perfect solution launches. The strategic question: Can Western companies adopt execution-first"  
[X Link](https://x.com/poezhao0605/status/1980067059489779814) [@poezhao0605](/creator/x/poezhao0605) 2025-10-20T00:22Z 2031 followers, 2086 engagements


"For investors navigating China's AI sector understanding this bifurcation isn't optional. Full analysis:"  
[X Link](https://x.com/poezhao0605/status/1980290942583370171) [@poezhao0605](/creator/x/poezhao0605) 2025-10-20T15:12Z 2032 followers, 3420 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) [@poezhao0605](/creator/x/poezhao0605) 2025-10-22T01:44Z 2031 followers, 3688 engagements


"Three metrics will tell: customer concentration gross margins revenue mix. Full analysis:"  
[X Link](https://x.com/poezhao0605/status/1980997809215344986) [@poezhao0605](/creator/x/poezhao0605) 2025-10-22T14:00Z 2031 followers, XXX engagements


"My analysis examines what this pivot reveals about building a "national AI champion" -- and the trade-offs involved. Read the full piece:"  
[X Link](https://x.com/poezhao0605/status/1981028859861745673) [@poezhao0605](/creator/x/poezhao0605) 2025-10-22T16:04Z 2031 followers, XXX engagements