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Platforms & Agents

WeChat's Agent Is Not China's Muse
Some investors see Meta’s Muse as a guide to Tencent’s agent, but Tencent ties Xiaowei’s value to businesses WeChat already runs, and the extra returns…
 • Poe Zhao
China’s AI Phone Is Becoming a Switchboard
Phone assistants can hear the request, but China’s largest apps are deciding how much of the task those assistants may do.
 • Poe Zhao
Alibaba’s 20 Gigawatts Are a Chip Bet
Banks put forecasts on Alibaba’s 20GW data center target within a day, but the numbers lean on a Chinese-made chip share Alibaba has not disclosed.
 • Poe Zhao
ByteDance Is Repricing Meituan’s Profit Pool
Douyin is tightening monetization across local services. That shift could ease the pressure on Meituan’s in-store margin.
 • Poe Zhao
Tencent Certified the Channel Before Publishing the Numbers
Tencent requires WorkBuddy resellers to meet two examination requirements and post Rmb 60,000 in deposits; its most detailed public account of the…
 • Poe Zhao
The 3Q War: How One Night in 2010 Built China’s Walled Gardens
No regulator or court ever granted Chinese platforms the right to disconnect. In November 2010, Tencent proved the price was an apology. That lesson now…
 • Poe Zhao
Alibaba Builds Half a Checkout
The new four-segment reporting finally shows what AI earns and what it burns. The investment portfolio still sits off the register.
 • Poe Zhao
Baidu’s AI Spending and Kunlunxin’s $50 Billion Target
Baidu tripled AI capex while its stock fell. The connection to Kunlunxin’s $50bn IPO target is the question this analysis asks.
 • Poe Zhao
ByteDance Bets Against Its Own Playbook
Seedance proved a method inside ByteDance. A language model at 25 to 50 times the parameter count will test it without the advantages the video…
 • Poe Zhao
Tencent’s Second Book Is One Number
Tencent has quantified what its new AI products subtract from profit, but not their standalone revenue, assets or cash flows.
 • Poe Zhao and Yanting
The Seat Outlives the Agent
Over two weeks, China’s three tech giants reorganized office software around AI agents. QwenWork’s launch confirmed the one thing none of them changed…
 • Poe Zhao
Alibaba’s AI Empire Has No Checkout
Equity gains, cloud orders and hardware costs sit in separate accounts, leaving investors unable to measure the portfolio’s net return.
 • Poe Zhao
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