# ![@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 [-------] +54%
- [--] Month [-------] +45%
- [--] Months [---------] +4,031%
- [--] Year [---------] +81%

### 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 [--] -27%
- [--] Month [---] -4.10%
- [--] Months [---] +431%
- [--] Year [-----] +35,167%

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

- [--] Week [-----] +3.10%
- [--] Month [-----] +11%
- [--] Months [-----] +2,709%

### 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)  58.65% [finance](/list/finance)  28.85% [countries](/list/countries)  18.27% [social networks](/list/social-networks)  11.54% [stocks](/list/stocks)  10.58% [travel destinations](/list/travel-destinations)  10.58% [automotive brands](/list/automotive-brands)  4.81% [currencies](/list/currencies)  1.92% [financial services](/list/financial-services)  0.96% [exchanges](/list/exchanges)  0.96%

**Social topic influence**
[ai](/topic/ai) #4302, [alibaba](/topic/alibaba) #64, [tencent](/topic/tencent) #31, [china](/topic/china) #953, [baidu](/topic/baidu) #4, [ipo](/topic/ipo) #47, [bytedance](/topic/bytedance) #18, [red](/topic/red) 9.62%, [wechat](/topic/wechat) #45, [business](/topic/business) #4018

**Top accounts mentioned or mentioned by**
[@cnbizinsider](/creator/undefined) [@metastate78](/creator/undefined) [@graynoize](/creator/undefined) [@kakashiii111](/creator/undefined) [@rallynemesis666](/creator/undefined) [@grok](/creator/undefined) [@adin_the_ai](/creator/undefined) [@garyhadida](/creator/undefined) [@awakentom](/creator/undefined) [@johnliunn](/creator/undefined) [@fredrikaurdal](/creator/undefined) [@hausofklaus](/creator/undefined) [@usppdd](/creator/undefined) [@dgosh](/creator/undefined) [@arkalos77](/creator/undefined) [@awaken_tom](/creator/undefined) [@kuittinenpetri](/creator/undefined) [@xds2000](/creator/undefined) [@abi_benedict](/creator/undefined) [@salavat](/creator/undefined)

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

"Robin Li just shared Apollo Gos latest metrics. The numbers tell the story: [------] robotaxi rides per week. [--] million total rides globally. Over [---] million kilometers in fully driverless mode"  
[X Link](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


"People keep comparing Chinese AI startups to OpenAI and Anthropic. This misses the point entirely. Zhipu and MiniMax arent racing against Silicon Valley. Their real competitors are Alibaba and ByteDance. These tech giants have infinite capital existing user bases and distribution power. The survival game for Chinese AI startups is about carving out space against domestic giants not catching up with US labs. Different battlefield different rules. https://twitter.com/i/web/status/2009915234958368775 https://twitter.com/i/web/status/2009915234958368775"  
[X Link](https://x.com/poezhao0605/status/2009915234958368775)  2026-01-10T09:08Z [----] followers, [----] engagements


"Yu Kai left Baidu to build Horizon Robotics. Lou Tiancheng founded Pony ai. Han Xu started WeRide. All three are now public companies worth billions. All three were built by former Baidu executives who helped pioneer these technologies inside the conglomerate. Baidu can incubate frontier tech. But it struggles to capture the value. My latest piece on why integration destroys value: https://hellochinatech.com/p/baidu-spinoff-valuation-trap https://hellochinatech.com/p/baidu-spinoff-valuation-trap"  
[X Link](https://x.com/poezhao0605/status/2011417762498027730)  2026-01-14T12:38Z [----] followers, [----] engagements


"StepFun just raised RMB [--] billion ($690 million) in its Series B+ round. This is the largest single fundraising in China's foundation model over the past [--] months. What stands out: the investor lineup is dominated by local state-backed funds from Shanghai Wuxi and other cities Tencent and other existing backers also participated. I see this as a clear signal of how provincial governments are positioning themselves in the AI race. They're not just offering subsidies anymore. They're taking equity stakes in promising model companies. This capital will go toward foundation model development."  
[X Link](https://x.com/poezhao0605/status/2015602716106776788)  2026-01-26T01:48Z [----] 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


"I wrote about Kunlunxin and Baidu here: It covers the $36.7B valuation gap and why Baidus best assets unlock value only after leaving the conglomerate. https://hellochinatech.com/p/baidu-spinoff-valuation-trap @poezhao0605 ⚠🚨 stop posting about this same story. Why are you not talking about Kunlunxin & Baidu $BIDU 🏆🏆🏆🚀🚀🚀 @GaryHadida https://hellochinatech.com/p/baidu-spinoff-valuation-trap @poezhao0605 ⚠🚨 stop posting about this same story. Why are you not talking about Kunlunxin & Baidu $BIDU 🏆🏆🏆🚀🚀🚀 @GaryHadida"  
[X Link](https://x.com/poezhao0605/status/2015941971051954430)  2026-01-27T00:16Z [----] followers, [---] engagements


"Alibaba has quietly entered the nuclear energy sector through a joint venture with China National Nuclear Corporation. AliClouds subsidiary is now a shareholder in a newly registered nuclear energy company. This move signals how serious Chinas big tech companies are about power infrastructure for AI. Building data centers is one thing. Securing reliable long-term electricity supply is another challenge entirely. https://twitter.com/i/web/status/2015960977116979631 https://twitter.com/i/web/status/2015960977116979631"  
[X Link](https://x.com/poezhao0605/status/2015960977116979631)  2026-01-27T01:32Z [----] followers, 17.3K engagements


"Baidu's Kunlun filed for a Hong Kong IPO in January [----]. Goldman Sachs projects RMB 3.5B revenue for [----]. IDC shows Kunlun shipped [-----] accelerators in [----] among the top domestic suppliers. The puzzle: Kunlun only unlocks value after separation. Baidu owns 59% but markets imply a $22B valuation for that stake (45% of Baidu's entire market cap). https://hellochinatech.com/p/baidu-spinoff-valuation-trap https://hellochinatech.com/p/baidu-spinoff-valuation-trap"  
[X Link](https://x.com/poezhao0605/status/2015997703952728320)  2026-01-27T03:58Z [----] followers, [---] engagements


"A Chinese court ruled on the country's first AI hallucination case. The decision provides useful framework for thinking about liability in generative AI. The facts: Last June someone asked an AI chatbot about university campus locations. The AI gave wrong information. When corrected it insisted it was right and said "I'll pay you [------] yuan if I'm wrong. Sue me at Hangzhou Internet Court." So the user did. He sued for [----] yuan arguing the AI misled him and made a binding compensation promise. The court said no. AI systems cannot make legal commitments because they lack legal personhood. The"  
[X Link](https://x.com/poezhao0605/status/2016035077365653613)  2026-01-27T06:26Z [----] followers, 28.9K engagements


"Xiaomi delivered [------] SU7s in [----]. Tesla Model [--] delivered [------] units. Xiaomi became Chinas best-selling luxury EV sedan"  
[X Link](https://x.com/poezhao0605/status/2016068827881341255)  2026-01-27T08:40Z [----] 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


"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 both launching red envelope campaigns. Qwen is integrating deeper with Alibabas ecosystem across shopping and travel. Tencents Yuanbao is also testing social features internally. I see this as Chinese tech giants shifting from model releases to ecosystem integration. The question is whether these AI apps can create sticky user"  
[X Link](https://x.com/poezhao0605/status/2016154075734442378)  2026-01-27T14:19Z [----] followers, 12.8K 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


"The signal is clear: Chinas AI infrastructure buildout is becoming an inference buildout and telecom operators are positioning themselves as the default financiers and operators of that capacity. I spent time analyzing China's AI infrastructure tender data from [----]. Two patterns emerged: Pattern one: Inference capacity is rising to the top of the build list. At least [--] major tenders now explicitly separate inference from training construction. Some projects are I spent time analyzing China's AI infrastructure tender data from [----]. Two patterns emerged: Pattern one: Inference capacity is"  
[X Link](https://x.com/poezhao0605/status/2016654718324658308)  2026-01-28T23:28Z [----] 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


"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


"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


"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


"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


"@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


"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


"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


"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


"@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


"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


"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


"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, 10.2K 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


"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


"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


"@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


"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, 23.5K 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


"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


"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


"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


"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


"🤔 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, [----] 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


"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


"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


"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


"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


"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


"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


"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


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


"Over the past few years China's three tech giants (Alibaba Baidu and Tencent) have all built chip businesses. As domestic chip substitution scenarios multiply each is now pursuing public listings. But they took completely different paths: Tencent invested externally with strategic ties Baidu retained majority control Alibaba incubated internally then spun out. This is about pricing AI infrastructure not just fundraising. 👇 https://twitter.com/i/web/status/2015997699758424368 https://twitter.com/i/web/status/2015997699758424368"  
[X Link](https://x.com/poezhao0605/status/2015997699758424368)  2026-01-27T03:58Z [----] followers, [----] engagements


"Tencent-backed Enflame filed for a STAR Market IPO in January [----] valued at RMB 20.5B ($2.8B). Key numbers: Tencent owns 20.26% but accounted for 71.84% of Enflame's revenue in Q1-Q3 [----]. This represents a designed captive supplier model where Tencent needs supply chain insurance rather than a commercial chip company. https://hellochinatech.com/p/enflame-tencent-captive-supplier https://hellochinatech.com/p/enflame-tencent-captive-supplier"  
[X Link](https://x.com/poezhao0605/status/2015997701847208359)  2026-01-27T03:58Z [----] followers, [---] engagements


"On January [--] Alibaba began dismantling the business model that made Taobao profitable. The demo looked simple: one sentence in Qwen a delivery order generated through Taobaos instant commerce channel payment completed inside the chat interface. The implication is structural. https://hellochinatech.com/p/alibaba-qwen-agent-taobao-economics https://hellochinatech.com/p/alibaba-qwen-agent-taobao-economics"  
[X Link](https://x.com/poezhao0605/status/2016072860092289234)  2026-01-27T08:56Z [----] followers, [----] engagements


"Chinas auto export map is being redrawn. In [----] Mexico became Chinas largest auto export destination overtaking Russia. Total exports hit 8.32m vehicles (+30% YoY) while NEV exports surged 70% to 3.43m units becoming the core growth engine"  
[X Link](https://x.com/poezhao0605/status/2016139151113126037)  2026-01-27T13:20Z [----] followers, [----] engagements


"Tencent just open sourced Hunyuan Image [---] its image-to-image editing model. The timing matters. The model ranks 7th globally on LMArenas image editing leaderboard. More importantly its the only open source model in the top seven. With 80B total parameters and 13B active parameters it uses a think first edit later approach for tasks like style transfer object removal and photo restoration. The licensing is straightforward: free for commercial use but you cant use it to train competing models. Products with over [---] million monthly active users need separate authorization. This release"  
[X Link](https://x.com/poezhao0605/status/2016530653299486873)  2026-01-28T15:15Z [----] 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


"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


"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


"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

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