My articles are sorted into six topics, and some sit in two. Pick a sector to see everything I have written on it, newest first. Free articles open in full; paid articles show a preview.
AI Models. China’s AI labs, including DeepSeek, Moonshot, Zhipu and MiniMax: model competition, token pricing, compute cost and AI applications.
Platforms & Agents. Tencent, Alibaba, ByteDance, Meituan, Baidu and Xiaomi as platforms: the fight over the interface, AI phones, enterprise agents and how they are billed.
Chips. Huawei Ascend, domestic GPUs, memory makers such as CXMT, SMIC, chip equipment, optical modules and export controls.
EVs. Carmakers, batteries and CATL, robotaxis, autonomous driving and the auto supply chain.
Robotics. Humanoids, quadrupeds, embodied AI and the funds that back them.
Policy & Capital. How the state shapes the industry: IPOs as industrial policy, regulation, state funds, funding cycles and sanctions.
By format
FlashPoint. Short, financial-first takes on a market-moving event, published the same day or the next morning.
Weekly Recap. The Sunday post that ties the week’s articles into one thread.
Full archive. Every post in date order.
New here? Start Here has five free essays to read first.