Hello China Tech
Subscribe
Sign in
Home
Notes
Free Reads
Flashpoint
Archive
About
Unlocked
Latest
Top
Discussions
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
5
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
16
4
10
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
8
4
5
China Turns IPOs Into Industrial Policy: The Commercial Space Case
Orbital insertion is now a listing requirement. China is turning IPOs into space infrastructure funding.
Jan 27
•
Poe Zhao
14
2
9
Moonshot AI’s $1.4 Billion War Chest: Buying the Right to Say No
Moonshot’s $500M raise bought one thing: the option to skip the traffic war and fund the compute race on its own terms.
Jan 5
•
Poe Zhao
17
8
China’s 2025 Robot Reckoning: When Spectacle Met Economics
China’s robots can dance. Can they make money?
Dec 30, 2025
•
Poe Zhao
14
5
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
