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Alibaba’s $100 Billion AI Target Has a Timing Problem
Alibaba’s AI demand looks real. The harder question is whether cloud can scale before commerce stops funding the transition.
Mar 24
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Poe Zhao
12
4
The Two Tencents
Why Tencent’s strongest earnings in years triggered a 6.8% sell-off.
Mar 23
•
Poe Zhao
10
3
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
32
2
18
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OpenClaw Conquered China in 100 Days
Mar 9
•
Poe Zhao
32
2
18
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
•
Poe Zhao
48
12
20
Qwen 3.5 and the Margin Below
Feb 17
•
Poe Zhao
18
5
9
The New Interface War: Why ByteDance Had to Launch an Agent No Platform Would Approve
Dec 5, 2025
•
Poe Zhao
18
6
Why Tencent Needs OpenClaw More Than Any Other Chinese Tech Giant
Mar 11
•
Poe Zhao
16
12
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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
•
Poe Zhao
11
2
Zhipu Bet Everything on One Equation
The first post-IPO earnings from China’s leading AI lab test whether model quality alone can buy survival.
8 hrs ago
•
Poe Zhao
5
3
Meituan and the Limits of Scale
Three million riders. Fourteen million merchants. A decade of algorithms. None of it stopped a Rmb 62 billion profit collapse.
Mar 31
•
Poe Zhao
6
2
The Day Sora Died, Kling Posted $300 Million
China’s AI revenue is accumulating in the application layer. Meitu, Kling, and CapCut show how.
Mar 30
•
Poe Zhao
7
5
Xiaomi Is Becoming a Different Company
A headline profit figure conceals accelerating AI investment. And Xiaomi’s center of gravity is already shifting.
Mar 26
•
Poe Zhao
7
1
3
Unitree Files for $610M IPO — Its Best Customer Isn’t a Factory
Unitree’s IPO Reveals the Most Honest Numbers in Robotics. They’re Complicated.
Mar 25
•
Poe Zhao
11
4
AI Toys and the Two-Week Wall
China shipped millions of AI toys. The early results reveal a problem that cheap models and fast factories can’t solve.
Mar 20
•
Poe Zhao
4
1
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