Archive - Hello China Tech

Wuhan’s 100 Frozen Robotaxis and China’s Global Robotaxi Bet

The gap between China’s robotaxi technology and the operational systems behind it is wider than the industry’s global ambitions suggest.

15 hrs ago • Poe Zhao

140 Trillion a Day: The Token Economy China Is Building

How a billing concept became the center of China’s AI economy.

Apr 3 • Poe Zhao

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.

Apr 1 • Poe Zhao

March 2026

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

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

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

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

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 • Poe Zhao

The Two Tencents

Why Tencent’s strongest earnings in years triggered a 6.8% sell-off.

Mar 23 • Poe Zhao

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

Same Agent, Opposite Instincts: The OpenClaw Divide Between China and America

Chinese giants grabbed the chat window. American ones built the control plane.

Mar 19 • Poe Zhao

Inside Alibaba Token Hub: An AI Restructuring in Search of Its Market

Alibaba and NVIDIA converged on the same AI framework within hours. The evidence is more mixed than either acknowledges.

Mar 18 • Poe Zhao

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