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DeepSeek Outgrows the Lab
R1 proved a small team could match the giants. The 15 months since have shown what that success costs.
Apr 18
•
Poe Zhao
10
4
CATL's Global Bill Comes Due
Profit soared 48.5% last quarter. Operating cash flow crept up 2.5%. The spread tells the real story of expansion.
Apr 16
•
Poe Zhao
8
2
The End of Cheap AI Video in China
Bytedance raised Seedance prices three times in one month. Alibaba and Kuaishou see an opening.
Apr 15
•
Poe Zhao
8
3
China’s Banks and the Dual AI Machine
China’s biggest banks are not only adopting AI. They are also financing the industries producing it.
Apr 13
•
Poe Zhao
5
2
From Lab to Factory: Alibaba Rewires AI, With Consequences for Open Source
Alibaba is building an AI factory. Open source may be the cost.
Apr 10
•
Poe Zhao
10
5
The Token Reckoning
China’s AI coding plans sell out within minutes. The economics have never closed.
Apr 8
•
Poe Zhao
20
6
8
What China’s 470 AI Dramas a Day Reveals About AI Entertainment at Industrial Scale
Displaced actors, stolen faces, and a seven-day regulatory blitz. China’s AI short-drama boom shows how quickly generative video can become a real…
Apr 7
•
Poe Zhao
11
8
7
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.
Apr 6
•
Poe Zhao
7
2
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
15
10
8
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
9
5
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
7
3
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
7
6
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