Hello China Tech

Hello China Tech

Home
Notes
Free Reads
Flashpoint
Archive
About
Baidu’s AI Spending and Kunlunxin’s $50 Billion Target
Baidu tripled AI capex while its stock fell. The connection to Kunlunxin’s $50bn IPO target is the question this analysis asks.
 • Poe Zhao
Unitree’s $50bn Valuation Meets a Longer Robot Timeline
One year after saying robotics’ “ChatGPT moment” could take one to five years, Wang Xingxing put the range at two to ten.
 • Poe Zhao
ByteDance Bets Against Its Own Playbook
Seedance proved a method inside ByteDance. A language model at 25 to 50 times the parameter count will test it without the advantages the video…
 • Poe Zhao
The Folklore Ledger of China’s Robot Boom
Rmb 43.8bn raised by June 12; the spending record is mostly rumor, and the few mandatory filings disagree.
 • Poe Zhao
The Like Economy
Hugging Face’s mid-year data separates AI attention from AI adoption. For Moonshot, the gap now sits beside a $50bn valuation ask.
 • Poe Zhao
Tencent’s Second Book Is One Number
Tencent has quantified what its new AI products subtract from profit, but not their standalone revenue, assets or cash flows.
 • Poe Zhao and Yanting
The Split That Requires No Sale
US and Chinese rules are dividing Tesla’s data, software and supply chains without changing who owns the China business.
 • Poe Zhao
What I Got Wrong About China Tech
One year of paid essays, scored in public: two calls held clean, one broke on its arithmetic, and one I missed.
 • Poe Zhao
The Identity Squeeze
Chinese AI founders turned American identity into a product. Beijing, Washington, and the model labs are all repricing it.
 • Poe Zhao and Yanting
Washington Targets China’s Next Optical Module
The reported draft would exempt what Chinese suppliers already sell in the US, so the cost would land a full product cycle later.
 • Poe Zhao and Yanting
The Robot Data Moat Has No Common Denominator
Five Chinese robot startups are valued above Rmb 20bn on data claims measured in hours, trajectories, skills and units nobody defines.
 • Poe Zhao and Yanting
AMEC Still Needs the Order
Anonymous sources place Samsung and SK Hynix inside a Chinese toolmaker’s evaluation pipeline, Samsung denies it, and AMEC’s 311% profit guidance came…
 • Poe Zhao
© 2026 Hello China Tech · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture