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China's Fast-Follower Trap: The Cost of Execution Excellence
China’s AI leaders reveal what really worries them (it’s not execution).
Jan 12
•
Poe Zhao
10
4
China’s AI War Enters Phase Two
User acquisition is over. Execution, latency and integration now decide whether China’s Do Engine future belongs to Alibaba, ByteDance or Tencent.
Nov 24, 2025
•
Poe Zhao
6
3
8
The Metric is the Message: ByteDance vs. Alibaba and the Battle for China's AI Economy
How competing definitions of success--tokens vs. revenue--reveal two irreconcilable visions for the future of enterprise AI.
Oct 20, 2025
•
Poe Zhao
13
2
8
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Running Out of Runway
Dec 22, 2025
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Poe Zhao
45
12
18
The New Interface War: Why ByteDance Had to Launch an Agent No Platform Would Approve
Dec 5, 2025
•
Poe Zhao
17
6
China’s Answer to Silicon Valley: Alibaba’s $53 Billion Challenge to Big Tech
Sep 25, 2025
•
Poe Zhao
17
2
8
China's Humanoid Robot Boom Hits the Factory Floor
Dec 15, 2025
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Poe Zhao
15
7
What Does China Really Want From Nvidia’s H200?
Dec 10, 2025
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Poe Zhao
14
1
8
China’s $5.5 Billion AI Unicorn Just Killed Its Product Team
Oct 22, 2025
•
Poe Zhao
14
1
6
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Why ByteDance Keeps Denying Its AI Glasses
10,000 units leaked. Company denies. New details emerge. The contradictions reveal sophisticated risk management.
Jan 16
•
Poe Zhao
6
3
Why Baidu's Best Assets Only Unlock Value After Leaving
Kunlun’s IPO filing reveals a $36.7B valuation gap. What it means for Apollo Go and Chinese tech conglomerates.
Jan 13
•
Poe Zhao
2
3
What Changed in China Tech | Issue 2
Between Dec 2025 and Jan 2026, seven Chinese chip companies went public—combined losses: $6B+. Market share: sub-3%. The IPO wave isn't celebrating…
Jan 8
•
Poe Zhao
9
1
7
China's Trillion-Yuan Venture Gamble
Beijing promises 20-year patience for venture. The real test is whether audits and incentives can tolerate losses.
Jan 7
•
Poe Zhao
8
3
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
9
3
China’s 2025 Robot Reckoning: When Spectacle Met Economics
China’s robots can dance. Can they make money?
Dec 30, 2025
•
Poe Zhao
13
6
4
China’s Bet on Brain Implants: Can Policy Outrun Science?
China is racing ahead in clinical trials, but the talent math still breaks.
Dec 29, 2025
•
Poe Zhao
4
6
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