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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
Most Popular
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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
14
9
Latest
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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
Why Every AI Company Is Chasing Social
The solitary chatbot has hit a structural ceiling. The recent product moves from both Silicon Valley and Beijing suggest every major player feels it.
13 hrs ago
•
Poe Zhao
4
1
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
12
3
2
Kimi and the Four-Month Year
Moonshot AI says twenty days of revenue beat a full year. The denominator matters more than the numerator.
Mar 4
•
Poe Zhao
3
4
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
8
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
•
Poe Zhao
3
7
3
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