Hello China Tech
Subscribe
Sign in
Home
Notes
Flashpoint
Archive
About
OpenClaw Conquered China in 100 Days
Cloud vendors, LLM startups, and device makers all raced to embrace it. Each had a different reason.
Mar 9
•
Poe Zhao
31
2
17
China's Fast-Follower Trap: The Cost of Execution Excellence
China’s AI leaders reveal what really worries them (it’s not execution).
Jan 12
•
Poe Zhao
13
4
China’s AI War Enters Phase Two
User acquisition is over. Execution, latency and integration now decide whether China’s Do Engine future belongs to Alibaba, ByteDance or Tencent.
Nov 24, 2025
•
Poe Zhao
7
3
8
Most Popular
View all
Three Bets, Three Walls: China’s Spring Festival AI War
Feb 13
•
Poe Zhao
17
7
Running Out of Runway
Dec 22, 2025
•
Poe Zhao
48
12
20
Qwen 3.5 and the Margin Below
Feb 17
•
Poe Zhao
17
5
9
China’s Answer to Silicon Valley: Alibaba’s $53 Billion Challenge to Big Tech
Sep 25, 2025
•
Poe Zhao
18
2
8
The New Interface War: Why ByteDance Had to Launch an Agent No Platform Would Approve
Dec 5, 2025
•
Poe Zhao
17
6
Why Tencent Needs OpenClaw More Than Any Other Chinese Tech Giant
Mar 11
•
Poe Zhao
14
9
Latest
Top
Discussions
The Metric is the Message: ByteDance vs. Alibaba and the Battle for China's AI Economy
How competing definitions of success--tokens vs. revenue--reveal two irreconcilable visions for the future of enterprise AI.
Oct 20, 2025
•
Poe Zhao
14
2
8
Qwen Goes Shopping: Alibaba's Agent Bet Forces a Rewrite of Taobao's Economics
Alibaba's Qwen agent upgrade compresses Taobao's ad model and rewrites internal power dynamics. Analysis of three key collisions and metrics to watch.
Jan 19
•
Poe Zhao
10
6
Inside Alibaba Token Hub: An AI Restructuring in Search of Its Market
Alibaba and NVIDIA converged on the same AI framework within hours. The evidence is more mixed than either acknowledges.
10 hrs ago
•
Poe Zhao
9
2
Robots for Rent, Humans Included
China built a robot rental industry in months. Its economics reveal more about embodied AI than any funding round.
Mar 16
•
Poe Zhao
6
2
4
OpenClaw and China’s Local Government Experiment
Districts and development zones are competing to subsidize one-person companies. The compute economics remain unproven.
Mar 13
•
Poe Zhao
3
3
ByteDance Strips Video to Raid Meituan's Profit Engine
A video-free app shows ByteDance going after the profit pool behind Meituan.
Mar 12
•
Poe Zhao
3
2
Why Tencent Needs OpenClaw More Than Any Other Chinese Tech Giant
OpenClaw gives Tencent a way to turn model weakness into interface advantage.
Mar 11
•
Poe Zhao
14
9
See all
Hello China Tech
Decoding China tech for global minds
Subscribe
Recommendations
View all 15
Zephyr’s Substack
Zephyr
AI Supremacy
Michael Spencer
Sinocism
Bill Bishop
The AV Market Strategist
Daniel Abreu Marques
Sinica
Kaiser Y Kuo
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
