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When Subsidy Wars Cool Down, The Real Battle Begins
Alibaba’s Ele.me rebrand isn’t retreat. It’s preparing for a siege Meituan can’t sustain.
Dec 8
•
Poe Zhao
2
3
The New Interface War: Why ByteDance Had to Launch an Agent No Platform Would Approve
When APIs are closed, only forbidden paths remain. ByteDance chose one.
Dec 5
•
Poe Zhao
15
4
DeepSeek V3.2 And The Sanctions Paradox
How Compute Scarcity Forced China To Rewrite The AI Stack.
Dec 3
•
Poe Zhao
10
4
5
Volcano Engine’s Billion-Dollar Gamble on MaaS
ByteDance's cloud unit is sacrificing 10x revenue for a market that barely exists. Here's the math.
Dec 2
•
Poe Zhao
5
4
When a Supplier Becomes the Platform: Huawei's New Power in China's Auto Industry
Huawei’s role in China’s auto industry has shifted from supplier to platform. The change is redefining who can survive – and why.
Dec 1
•
Poe Zhao
8
3
2
November 2025
The New Alibaba: Why China's Profit Machine is Choosing Growth Over Cash
CEO Eddie Wu is burning billions on AI infrastructure and instant retail subsidies. It’s a necessary gamble with a three-year clock.
Nov 28
•
Poe Zhao
6
3
The Demand Layer: Understanding China's AI Market Through Tokens, Tenders and Pricing
How Thirty Trillion Daily Tokens, Public Procurement and Workflow Economics Are Building the World's Deepest AI Usage Foundation.
Nov 26
•
Poe Zhao
20
2
7
China’s AI War Enters Phase Two
User acquisition is over. Execution, latency and integration now decide whether China’s Do Engine future belongs to Alibaba, ByteDance or Tencent.
Nov 24
•
Poe Zhao
6
3
6
Xiaomi’s Profit Peak Isn’t a Breakthrough. It’s a Warning
Backlogs are fading, subsidies expire in 2026 and safety rules tighten. Xiaomi’s EV miracle is entering its pressure test.
Nov 21
•
Poe Zhao
9
7
Tencent’s Break From China’s AI Arms Race
Its 65 percent capex cut exposes a deeper split: compute maximalists vs application pragmatists. Tencent believes efficiency is the future. The market…
Nov 19
•
Poe Zhao
11
3
Baidu World 2025 and China’s Systems-First AI Strategy
How optimization engines, domestic chips and robotaxis reveal a new theory of AI progress built around real-world infrastructure.
Nov 17
•
Poe Zhao
9
4
4
China's GPU Makers Burn Rmb6bn Racing Toward IPO Exits
Moore Threads and rivals are heading to market with billion-yuan burn rates and captive customers. Public investors will fund what venture capital…
Nov 14
•
Poe Zhao
5
4
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