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The Export That Tariffs Can't Touch
Nvidia’s best quarter ever validated China’s cheapest export.
Feb 27
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Poe Zhao
11
3
3
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
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Poe Zhao
8
6
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
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Poe Zhao
12
4
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Three Bets, Three Walls: China’s Spring Festival AI War
Feb 13
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Poe Zhao
17
7
Running Out of Runway
Dec 22, 2025
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Poe Zhao
46
12
20
China’s Answer to Silicon Valley: Alibaba’s $53 Billion Challenge to Big Tech
Sep 25, 2025
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Poe Zhao
18
2
8
The New Interface War: Why ByteDance Had to Launch an Agent No Platform Would Approve
Dec 5, 2025
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Poe Zhao
17
6
Qwen 3.5 and the Margin Below
Feb 17
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Poe Zhao
16
5
9
China's Compute Bet: Can Efficiency Replace Scale?
Feb 5
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Poe Zhao
13
9
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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
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Poe Zhao
6
3
8
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
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Poe Zhao
13
2
8
Kimi and the Four-Month Year
Moonshot AI says twenty days of revenue beat a full year. The denominator matters more than the numerator.
12 hrs ago
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Poe Zhao
3
The First AI Company to Show Its Cards
MiniMax just reported the world’s first post-IPO AI earnings. The results force me to revisit a thesis.
Mar 3
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Poe Zhao
7
2
Baidu's AI Revenue Hit $5.8 Billion. That Wasn't Enough
Core AI New Business reached RMB 40B (+48%) and nearly matched Q4 traditional ads. Yet total revenue fell. A four-stream view of what AI revenue looks…
Mar 2
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Poe Zhao
3
3
3
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
6
5
Two Unicorns, 28,000 Robots
Two days, two $1.4 billion valuations, and a sector projected to ship just 28,000 units this year.
Feb 25
•
Poe Zhao
5
3
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