
Decoding China tech for global minds
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 233 | Founded | a year ago | Last Issue | 6 days ago |
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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...
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...
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...
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...
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...
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The writers behind this newsletter.
China tech analyst covering AI, robotics, EVs & chips from Beijing 12+ years tracking global innovation. Bringing insider perspective to global audience.
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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