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The Like Economy
Hugging Face’s mid-year data separates AI attention from AI adoption. For Moonshot, the gap now sits beside a $50bn valuation ask.
Aug 17
•
Poe Zhao
3
4
AMEC Still Needs the Order
Anonymous sources place Samsung and SK Hynix inside a Chinese toolmaker’s evaluation pipeline, Samsung denies it, and AMEC’s 311% profit guidance came…
Aug 5
•
Poe Zhao
6
4
CXMT’s 466% Debut on a 6.73% Float
China’s most valuable mainland-listed company opened with 4.5bn of its 66.9bn shares free to trade. The first major supply test arrives in July 2027.
Jul 29
•
Poe Zhao
2
3
Two Dots, No Line
Bernstein asks if two dots make a line. Inside Tencent, they do not yet connect.
Jul 10
•
Poe Zhao
2
6
Meituan and the Infrastructure Trap
Meituan begins opening fulfillment capability to external AI agents. The structural question is who keeps the pricing power.
Jun 25
•
Poe Zhao
4
3
The Sovereign AI Salesman
Kai-Fu Lee's AI startup abandoned the model arms race to sell sovereign AI systems to governments, with a 2027 IPO in sight.
Jun 24
•
Poe Zhao
5
2
8
The Token Hangover
Tech companies from Tencent to Uber are rationing AI token budgets. The shift from adoption theater to cost accounting has begun.
Jun 22
•
Poe Zhao
10
9
DeepSeek’s $7.4 Billion Price Tag
Liang Wenfeng put $3 billion of his own money into a round built to anchor DeepSeek’s valuation and preserve founder control.
Jun 17
•
Poe Zhao
6
6
China Can Hold Up Nvidia’s H200
Washington cleared selected buyers. Beijing showed that export approval no longer guarantees Chinese demand.
May 17
•
Poe Zhao
8
1
5
DeepSeek on China’s National Balance Sheet
China’s semiconductor fund entering talks with a frontier model lab would put AI on the same strategic ledger as chip foundries.
May 7
•
Poe Zhao
11
5
Cambricon at 348 Times Earnings
The profitability question is settled. The valuation question is just getting started.
Apr 30
•
Poe Zhao
3
3
DeepSeek Is Turning China's Chip Problem Into a Compute-Shaping Bet
DeepSeek-V4 is less a benchmark story than a blueprint for making scarce compute economically useful.
Apr 24
•
Poe Zhao
21
3
13
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