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What China’s 470 AI Dramas a Day Reveals About AI Entertainment at Industrial Scale
Displaced actors, stolen faces, and a seven-day regulatory blitz. China’s AI short-drama boom shows how quickly generative video can become a real…
Apr 7
•
Poe Zhao
11
8
7
Same Agent, Opposite Instincts: The OpenClaw Divide Between China and America
Chinese giants grabbed the chat window. American ones built the control plane.
Mar 19
•
Poe Zhao
19
6
Qwen's Open-Source Architect Is Out, Alibaba's Cloud Machine Is In
Behind the exit of Qwen's technical lead: an organization rebuilt around cloud revenue.
Mar 5
•
Poe Zhao
14
3
2
When ChatGPT Health Became “America’s Afu”
Afu hit 30M MAU as ChatGPT Health launched. Same tech, two systems: speed versus trust.
Feb 26
•
Poe Zhao
7
6
Humanoids Are Not Just Cars With Legs
Chinese carmakers cite a 60% supply-chain overlap and 70% software reuse. Early evidence suggests the hard 30% decides the outcome.
Feb 19
•
Poe Zhao
15
4
8
Inside China’s Consensus Machine: How the Robot Investment Frenzy Actually Works
A framework for international investors to decode market signals from amplified noise.
Feb 11
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Poe Zhao
8
4
5
China Turns IPOs Into Industrial Policy: The Commercial Space Case
Orbital insertion is now a listing requirement. China is turning IPOs into space infrastructure funding.
Jan 27
•
Poe Zhao
14
2
9
Moonshot AI’s $1.4 Billion War Chest: Buying the Right to Say No
Moonshot’s $500M raise bought one thing: the option to skip the traffic war and fund the compute race on its own terms.
Jan 5
•
Poe Zhao
17
8
China’s 2025 Robot Reckoning: When Spectacle Met Economics
China’s robots can dance. Can they make money?
Dec 30, 2025
•
Poe Zhao
14
5
4
Running Out of Runway
Two Chinese AI unicorns burn through cash 5x faster than the market grows. Their December IPO filings reveal the desperation.
Dec 22, 2025
•
Poe Zhao
49
12
20
The Platform Power Problem: AI Agents in China’s Mobile Internet
ByteDance proved AI agents can work across apps. WeChat proved it controls whether they’re allowed to. The difference explains everything about platform…
Dec 17, 2025
•
Poe Zhao
8
4
The Credential Economy: Why AI Chip Performance Isn’t Enough in China
When $14M in chips sit idle, that’s not failure. That’s the point.
Dec 12, 2025
•
Poe Zhao
12
2
8
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