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Who Pays When China’s Compute Sits Idle
A Beijing AI cloud’s IPO filing shows project customers becoming its landlords, while it commits to years of fixed payments against shorter customer…
Oct 9
•
Poe Zhao
3
3
Beijing Paces at the Gate
Anthropic wants an evaluator at the desk. Beijing keeps the assessor at the door. The risk lists overlap. The checkpoints do not.
Sep 15
•
Poe Zhao
5
6
The Same Wall, Built Two Ways
The US allowed Tesla to certify first and answer questions later. China’s robotaxi operators separated driverless service from driverless vehicle…
Sep 15
•
Poe Zhao
3
3
Who Is Financing China’s AI Chip Inventory
Cambricon, Hygon and five GPU designers hold more inventory than half-year revenue. Their filings show suppliers, last year's customers, banks and…
Sep 8
•
Poe Zhao
and
Yanting
7
11
Zhipu Added Time to Its Equation
Zhipu’s API prices doubled and token volume rose 40-fold, but durable pricing power now rests on release speed and workflow depth.
Sep 4
•
Poe Zhao
2
12
MiniMax Wrote Its Own Equation
Zhipu bet that model quality buys pricing power. MiniMax’s first-half report tests a rival formula: cheaper inference buys development speed. The growth…
Aug 28
•
Poe Zhao
7
8
China Builds Rockets Like Industrial Products
LandSpace built its recovered booster from commodity stainless steel and drew on automotive talent. The decisive processes remained in-house.
Aug 25
•
Yanting
and
Poe Zhao
11
4
10
Unitree’s $50bn Valuation Meets a Longer Robot Timeline
One year after saying robotics’ “ChatGPT moment” could take one to five years, Wang Xingxing put the range at two to ten.
Aug 20
•
Poe Zhao
7
8
The Split That Requires No Sale
US and Chinese rules are dividing Tesla’s data, software and supply chains without changing who owns the China business.
Aug 13
•
Poe Zhao
7
2
11
What I Got Wrong About China Tech
One year of paid essays, scored in public: two calls held clean, one broke on its arithmetic, and one I missed.
Aug 12
•
Poe Zhao
6
9
The Identity Squeeze
Chinese AI founders turned American identity into a product. Beijing, Washington, and the model labs are all repricing it.
Aug 11
•
Poe Zhao
and
Yanting
7
9
Washington Targets China’s Next Optical Module
The reported draft would exempt what Chinese suppliers already sell in the US, so the cost would land a full product cycle later.
Aug 10
•
Poe Zhao
and
Yanting
6
8
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