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Hello China Tech

Poe Zhao, Yanting
Hundreds of paid subscribers

Decoding China tech for global minds

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Issues206Foundeda year agoLast Issue4 days ago
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Latest Issues

DeepSeek’s Theory of the AI Gap


This is a preview of what Hello China Tech does three times a week: reading China’s AI, chip, and robotics sectors through primary sources and verifiable claims. Subscribe free to get every new analysis as it publishes.

In late July...

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Kling’s $3 Billion Carve-Out

Kuaishou gave its AI video unit a standalone $18bn valuation while keeping 68% control. The deal structure matters more than the headline funding number.

On July 2, Kuaishou Technology, the short-video platform that competes with ByteDance...

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The Perpetual Raise

Prospectus data from Biren, Iluvatar, CXMT, and DeepSeek reveals an industry raising capital faster than it can generate cash flow.

Editor’s Note: This article extends two earlier Hello China Tech analyses. In “The Geopolitical Arbitrage P...

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China’s 14nm AI Chip Wager

Whether a Chinese startup's 14nm chip can match 4nm designs in AI inference remains unproven, but the post-Moore cost curve that makes the attempt rational is not.

At this year’s World Artificial Intelligence Conference in Shanghai, a star...

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The Model Control Loop

Both governments are weighing controls on the same AI models. Open weights ensure the rules move slower than the technology.

Beijing and Washington are independently considering controls on AI model access, each shaped by the other side’s...

11 days ago
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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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