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Hello China Tech

Poe Zhao, Yanting
Hundreds of paid subscribers

Decoding China tech for global minds

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Substack
PricingFreemiumPublishesDaily
Issues233Foundeda year agoLast Issue6 days ago
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Latest Issues

The 3Q War: How One Night in 2010 Built China’s Walled Gardens


This is the first installment of Origins, a Hello China Tech series. Every China tech headline rests on a historical premise that has never been fully told in English. Over the past year, I have written about why WeChat became the ga...

6 days ago
3

Selling Tokens the Way They Sold Land

State firms in Guangzhou sell AI inference as metered tokens while carrying Rmb 134bn in debt. The banks lending against the data are proceeding carefully.

This is the fourth in a series examining the economics of China’s token supply chai...

7 days ago
2
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What Kling’s Filings Don’t Show

Kling's growth is official. Its revenue mix, customer concentration and breakeven date are not. The gap between exchange filings, broker research and a leaked data set is where the IPO risk sits.

Kuaishou’s second-quarter results, publishe...

8 days ago
4
Paid

MiniMax Wrote Its Own Equation

Zhipu bet that model quality buys pricing power. MiniMax’s first-half report tests a rival formula: cheaper inference buys development speed. The growth is real. The economics are not yet proven.

This is the fourth installment in a series...

11 days ago
7
Paid

China Built the Exam Before the Robots


On the evening of August 22, a humanoid robot ran 100 meters in 9.39 seconds at Beijing’s National Speed Skating Oval, the arena known as the Ice Ribbon. Usain Bolt’s human record is 9.58. It did not slow before the line. It hit a pa...

13 days ago
6

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Authors

The writers behind this newsletter.

  • Poe Zhao

    China tech analyst covering AI, robotics, EVs & chips from Beijing 12+ years tracking global innovation. Bringing insider perspective to global audience.

  • Yanting

    I’ve been living in Beijing for over 15 years, closely following business, technology, market strategy, and the broader forces shaping companies and industries.

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