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Huawei Wants to Be Nvidia
Guo Ping sorted Huawei's businesses by who builds a model and who sells compute. The annual report shows the resource cost.
Sep 16
•
Poe Zhao
10
7
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…
Sep 2
•
Poe Zhao
6
1
10
DeepSeek’s Theory of the AI Gap
Liang Wenfeng says talent, model capability, and applications all trace back to compute. His investor transcript also reveals where that theory begins…
Jul 23
•
Poe Zhao
26
11
The China Tech Field Guide
Six principles from a year of essays on China’s AI, chips, robots, and EVs. Tested in public.
Jul 7
•
Poe Zhao
21
7
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
120 Million Users, Zero Revenue: China’s AI Education Race
Platform giants and tutoring incumbents are flooding in. Neither side has found a way to charge.
May 14
•
Poe Zhao
and
Yanting
4
4
GitHub Chose the Token Meter. China Chose the Data Plan
Agent workloads broke subscription pricing on both sides of the Pacific. GitHub exposed the token cost. China wrapped it in a mobile-style bundle.
Apr 28
•
Poe Zhao
10
1
3
China's AI Model Companies Can Only Afford One Bet
By early 2026, three monetization lanes had become visible in the global AI market. How many a company can pursue at once has become the sharpest…
Apr 22
•
Poe Zhao
20
8
What China’s 470 AI Dramas a Day Reveals About AI Entertainment at Industrial Scale
Displaced actors, stolen faces, and a seven-day regulatory blitz. China’s AI short-drama boom shows how quickly generative video can become a real…
Apr 7
•
Poe Zhao
14
9
10
Same Agent, Opposite Instincts: The OpenClaw Divide Between China and America
Chinese giants grabbed the chat window. American ones built the control plane.
Mar 19
•
Poe Zhao
19
6
Qwen's Open-Source Architect Is Out, Alibaba's Cloud Machine Is In
Behind the exit of Qwen's technical lead: an organization rebuilt around cloud revenue.
Mar 5
•
Poe Zhao
15
3
2
When ChatGPT Health Became “America’s Afu”
Afu hit 30M MAU as ChatGPT Health launched. Same tech, two systems: speed versus trust.
Feb 26
•
Poe Zhao
7
6
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