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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
8
6
The China Tech Field Guide
Six principles for reading China’s AI, chips, robots, and EVs. A full year of published analysis, scored against outcomes, including the misses.
Jul 7
•
Poe Zhao
11
4
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
7
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
13
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
14
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
Humanoids Are Not Just Cars With Legs
Chinese carmakers cite a 60% supply-chain overlap and 70% software reuse. Early evidence suggests the hard 30% decides the outcome.
Feb 19
•
Poe Zhao
17
4
11
Inside China’s Consensus Machine: How the Robot Investment Frenzy Actually Works
A framework for international investors to decode market signals from amplified noise.
Feb 11
•
Poe Zhao
9
4
6
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