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The AI Shopping Paradox
Why China’s tech giants are burning $500 million a year on commerce tools that can’t be monetized without destroying the trust they’re built to create.
Oct 29
•
Poe Zhao
5
China’s Robot Funds Bet on Exits, Not Engineering
Local governments deploy $3.6bn to pre-position humanoid “assets” for near-term listings as land sales fade.
Oct 27
•
Saipo Zhao
5
The Embedding Playbook: China’s Tech Expansion Reveals a New Globalization Model
From transactional sales to ecosystem integration–what the Middle East teaches us about technology partnerships in a multipolar world.
Oct 24
•
Saipo Zhao
8
2
China’s $5.5 Billion AI Unicorn Just Killed Its Product Team
Zhipu AI’s pre-IPO pivot reveals the hidden economics of building a national AI champion–and why “China’s OpenAI” might become China’s Palantir instead.
Oct 22
•
Saipo Zhao
11
1
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
•
Saipo Zhao
11
2
China Builds AI Users, Exports AI Founders
When incumbents clone innovations faster than startups can scale, entrepreneurs don’t compete--they relocate.
Oct 16
•
Saipo Zhao
5
China Shipped Millions of AI Toys While the West Was Still Debating
How a $3.5 billion industry emerged from supply chains, cheap LLMs, and a generation’s loneliness–and what it means for the future of childhood.
Oct 15
•
Saipo Zhao
16
1
There Are No Small Deals Anymore
What Qualcomm’s $80M acquisition reveals about China’s new approach to tech M&A.
Oct 13
•
Saipo Zhao
10
Hangzhou’s Contingent Coordination: When Improvisation Becomes Strategy
How a City Without Advantages Built China’s Most Instructive Tech Experiment.
Oct 10
•
Saipo Zhao
13
1
A Spike, Not a Pyramid: China’s State-Engineered AI Boom
China’s AI boom is now driven by state capital, not venture markets.
Oct 8
•
Saipo Zhao
4
Tencent’s AI Paradox: Building a Lifeboat While Owning the Ark
Why China’s social media giant is spending billions on a separate AI app instead of transforming its 1.4-billion-user super-app.
Oct 3
•
Saipo Zhao
12
1
DeepSeek: Blueprint, Not Breach
China’s AI industry rallies around a new programming language, but Nvidia’s moat remains intact.
Oct 1
•
Saipo Zhao
8
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