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Tencent’s AI Paradox: Building a Lifeboat While Owning the Ark
Why China’s social media giant is spending billions on a separate AI app instead of transforming its 1.4-billion-user super-app.
Oct 3
•
Poe Zhao
11
1
DeepSeek: Blueprint, Not Breach
China’s AI industry rallies around a new programming language, but Nvidia’s moat remains intact.
Oct 1
•
Poe Zhao
6
September 2025
Moore Threads’ Record IPO: Blueprint or Gamble?
An 88-day IPO approval signals Beijing’s tech ambitions. But the real battle is just beginning.
Sep 29
•
Poe Zhao
8
China’s Answer to Silicon Valley: Alibaba’s $53 Billion Challenge to Big Tech
But can it succeed where others have failed?
Sep 25
•
Poe Zhao
15
2
China Sets a New Global Standard: The World’s First Comprehensive AI Content Labeling Law
How Beijing’s “watermark mandate” creates a potential template for digital governance—and what it means for global tech companies.
Sep 22
•
Poe Zhao
6
How Beijing Rewired the Chip War in One Week
CAC chip bans, T-Head showcases, and Huawei's HBM roadmap signal Beijing's coordinated AI independence push.
Sep 19
•
Poe Zhao
8
Billion-Dollar Bets or Paper Orders? China's Humanoid Robot Rush
Why the headline numbers tell only half the story–and what investors should actually be watching.
Sep 18
•
Poe Zhao
7
China’s Analog Retaliation in the Chip War
Beijing isn’t just targeting AI chips–mature ICs are now in the firing line. No safe zones left.
Sep 16
•
Poe Zhao
4
China’s Generative AI: Building Innovation Through Regulation
While the U.S. deregulates and the EU tightens compliance, China turns approval into infrastructure for industrial adoption.
Sep 15
•
Poe Zhao
13
1
The Hello China Tech Reading Guide: Where to Start When Everything Connects
A strategic roadmap for investors, entrepreneurs, and strategists who want to understand what's really happening beyond the headlines.
Sep 15
•
Poe Zhao
7
From Premium Promise to Price Cuts: NIO's Fall and China's EV Reality
What NIO’s crisis reveals about the limits of China’s global tech ambitions.
Sep 12
•
Poe Zhao
3
Beijing's BCI Blitz Is Collapsing Silicon Valley's Timeline
Seven ministries, fifteen hospitals, and public insurance converge to turn brain-computer interfaces from lab demos into market reality years ahead of…
Sep 10
•
Poe Zhao
4
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