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Chinese Carmakers Push Back on Name Rent
Two Chinese carmakers are taking back ground from Huawei and CATL, and both now have to prove that more control is worth the cost.
1 hr ago
•
Poe Zhao
and
Yanting
1
2
WeChat's Agent Is Not China's Muse
Some investors see Meta’s Muse as a guide to Tencent’s agent, but Tencent ties Xiaowei’s value to businesses WeChat already runs, and the extra returns…
Oct 2
•
Poe Zhao
7
2
September 2026
China’s AI Phone Is Becoming a Switchboard
Phone assistants can hear the request, but China’s largest apps are deciding how much of the task those assistants may do.
Sep 30
•
Poe Zhao
3
8
Who Gets Alibaba’s Next AI Chips: Cloud Customers or Qwen?
In China’s AI chip shortage, Alibaba has not said how it will split its Zhenwu chips between cloud customers and its own Qwen models.
Sep 28
•
Poe Zhao
5
10
Alibaba’s 20 Gigawatts Are a Chip Bet
Banks put forecasts on Alibaba’s 20GW data center target within a day, but the numbers lean on a Chinese-made chip share Alibaba has not disclosed.
Sep 23
•
Poe Zhao
4
11
The China AI Gap Is Three Questions Now
Chinese models match US rivals on some coding benchmarks, trail in terminal-based agent work, and dominate parts of video generation. The gaps are real…
Sep 21
•
Poe Zhao
8
5
5
What Happens to a Chinese Car Factory When It Loses Its Product
China’s auto capacity is not shrinking in step with demand. It is being sorted. The plants standing idle are the ones without a product.
Sep 18
•
Poe Zhao
4
12
Huawei Wants to Be Nvidia
Guo Ping sorted Huawei's businesses by who builds a model and who sells compute. The annual report shows the resource cost.
Sep 16
•
Poe Zhao
10
7
Beijing Paces at the Gate
Anthropic wants an evaluator at the desk. Beijing keeps the assessor at the door. The risk lists overlap. The checkpoints do not.
Sep 15
•
Poe Zhao
4
6
The Same Wall, Built Two Ways
The US allowed Tesla to certify first and answer questions later. China’s robotaxi operators separated driverless service from driverless vehicle…
Sep 15
•
Poe Zhao
3
3
ByteDance Is Repricing Meituan’s Profit Pool
Douyin is tightening monetization across local services. That shift could ease the pressure on Meituan’s in-store margin.
Sep 14
•
Poe Zhao
4
8
The Silicon Bill Behind Huawei’s Folded Kirin
LogicFolding raises transistor density without a new process node. Its two active tiers make cost, yield and capacity the real test.
Sep 11
•
Poe Zhao
and
Yanting
3
11
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