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Flashpoint

China Builds AI Users, Exports AI Founders
When incumbents clone innovations faster than startups can scale, entrepreneurs don’t compete--they relocate.
Oct 16 • 
Saipo Zhao
5
A Spike, Not a Pyramid: China’s State-Engineered AI Boom
China’s AI boom is now driven by state capital, not venture markets.
Oct 8 • 
Saipo Zhao
4
DeepSeek: Blueprint, Not Breach
China’s AI industry rallies around a new programming language, but Nvidia’s moat remains intact.
Oct 1 • 
Saipo Zhao
8
How Beijing Rewired the Chip War in One Week
CAC chip bans, T-Head showcases, and Huawei's HBM roadmap signal Beijing's coordinated AI independence push.
Sep 19 • 
Saipo Zhao
8
China’s Analog Retaliation in the Chip War
Beijing isn’t just targeting AI chips–mature ICs are now in the firing line. No safe zones left.
Sep 16 • 
Saipo Zhao
4
Beijing's BCI Blitz Is Collapsing Silicon Valley's Timeline
Seven ministries, fifteen hospitals, and public insurance converge to turn brain-computer interfaces from lab demos into market reality years ahead of…
Sep 10 • 
Saipo Zhao
4
China Autos vs CATL: Who Really Makes the Money?
Carmakers toil, CATL cashes in.
Sep 4 • 
Saipo Zhao
5
2
Cambricon: A Bet on AI’s Narrowest Edge
Cambricon’s profits dazzled investors, but the risks are just as sharp.
Aug 27 • 
Saipo Zhao
4
DeepSeek’s Chip Whisper
The whisper that lit up China’s chipmakers.
Aug 23 • 
Saipo Zhao
3
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