Hello China Tech
Subscribe
Sign in
Home
Notes
Flashpoint
Archive
About
Dossier
Latest
Top
Discussions
Qwen Goes Shopping: Alibaba's Agent Bet Forces a Rewrite of Taobao's Economics
Alibaba's Qwen agent upgrade compresses Taobao's ad model and rewrites internal power dynamics. Analysis of three key collisions and metrics to watch.
Jan 19
•
Poe Zhao
8
6
Running Out of Runway
Two Chinese AI unicorns burn through cash 5x faster than the market grows. Their December IPO filings reveal the desperation.
Dec 22, 2025
•
Poe Zhao
46
12
20
The Platform Power Problem: AI Agents in China’s Mobile Internet
ByteDance proved AI agents can work across apps. WeChat proved it controls whether they’re allowed to. The difference explains everything about platform…
Dec 17, 2025
•
Poe Zhao
7
4
China's Humanoid Robot Boom Hits the Factory Floor
Can these machines beat the RMB 150,000 worker?
Dec 15, 2025
•
Poe Zhao
15
7
The Credential Economy: Why AI Chip Performance Isn’t Enough in China
When $14M in chips sit idle, that’s not failure. That’s the point.
Dec 12, 2025
•
Poe Zhao
11
2
8
What Does China Really Want From Nvidia’s H200?
Inside the New Reality of Taxed Access, Limited Adoption, and a Strategy of Non-Dependence.
Dec 10, 2025
•
Poe Zhao
14
1
10
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, 2025
•
Poe Zhao
17
6
DeepSeek V3.2 And The Sanctions Paradox
How Compute Scarcity Forced China To Rewrite The AI Stack.
Dec 3, 2025
•
Poe Zhao
11
4
5
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, 2025
•
Poe Zhao
7
3
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, 2025
•
Poe Zhao
24
1
9
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, 2025
•
Poe Zhao
6
3
8
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, 2025
•
Poe Zhao
11
10
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
