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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.
3 hrs ago
•
Poe Zhao
and
Yanting
3
3
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.
23 hrs ago
•
Poe Zhao
6
2
5
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.
Aug 12
•
Poe Zhao
4
6
The Identity Squeeze
Chinese AI founders turned American identity into a product. Beijing, Washington, and the model labs are all repricing it.
Aug 11
•
Poe Zhao
and
Yanting
5
6
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.
Aug 10
•
Poe Zhao
and
Yanting
6
6
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.
Aug 7
•
Poe Zhao
and
Yanting
8
8
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…
Aug 5
•
Poe Zhao
6
4
The Seat Outlives the Agent
Over two weeks, China’s three tech giants reorganized office software around AI agents. QwenWork’s launch confirmed the one thing none of them changed…
Aug 4
•
Poe Zhao
8
8
Alibaba’s AI Empire Has No Checkout
Equity gains, cloud orders and hardware costs sit in separate accounts, leaving investors unable to measure the portfolio’s net return.
Aug 3
•
Poe Zhao
8
5
July 2026
CATL Collects From Both Ends
The record buyback arrives as supplier credit expands and carmakers quietly build second sources.
Jul 31
•
Poe Zhao
5
5
CXMT’s 466% Debut on a 6.73% Float
China’s most valuable mainland-listed company opened with 4.5bn of its 66.9bn shares free to trade. The first major supply test arrives in July 2027.
Jul 29
•
Poe Zhao
2
3
China’s Supernode Moment
Nearly every major Chinese AI hardware vendor at WAIC 2026 showcased a supernode. The components required to build them at scale have not caught up.
Jul 28
•
Poe Zhao
6
5
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