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Humanoids Are Not Just Cars With Legs
Chinese carmakers cite a 60% supply-chain overlap and 70% software reuse. Early evidence suggests the hard 30% decides the outcome.
 • Poe Zhao
Qwen 3.5 and the Margin Below
A strong open-source model at an aggressive price. The business logic lives one layer down.
 • Poe Zhao
Three Bets, Three Walls: China’s Spring Festival AI War
Wrong coffee, blocked links, and the monetization question no one solved.
 • Poe Zhao
Inside China’s Consensus Machine: How the Robot Investment Frenzy Actually Works
A framework for international investors to decode market signals from amplified noise.
 • Poe Zhao
Meituan Writes a $717 Million Check to Remove an Option
In China’s instant retail, warehouses are becoming the moat. Meituan just bought a veto.
 • Poe Zhao
China PV’s Space Solar Pop and the 24-Hour Paper Trail
A rumored tour lit up A-shares. Filings and regulators cooled it within 24 hours.
 • Poe Zhao
China's Compute Bet: Can Efficiency Replace Scale?
China trails US compute spending 3.5x. Token consumption grew 300x. How efficiency is bridging the gap — and where it breaks down.
 • Poe Zhao
StepFun’s $720M Bet: Hire the Founder Who Failed Three IPO Attempts
The record funding broke news with a surprise appointment. Capital backed someone whose last company couldn't go public despite beating world…
 • Poe Zhao
The Sandbox Strategy: Why Tencent Is Testing AI Social Outside WeChat
Tencent’s Yuanbao Pai shows how a deep moat turns innovation into a controlled experiment, and why WeChat remains untouchable.
 • Poe Zhao

January 2026

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