
Decoding China tech for global minds
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 270 | Founded | 2 years ago | Last Issue | 8 days ago |
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JPMorgan more than tripled its Unitree target on a timeline built on OpenAI's model, which some venture investors read as a threat.
FlashPoint is our paid quick-strike column on market-moving China tech events. Today: a bank upgrade for Ch...
This continues the series on China’s two listed AI model companies. It began with “Running Out of Runway“ in December 2025 and ran through their first annual reports and their first-half results in August and September 2026.
China's iFlytek has compared Huawei's AI chips with Nvidia's task by task, and the gap changes with the task and the baseline.
On October 22, iFlytek released Spark X2.6. iFlytek is a Chinese speech-recognition company that has become one...
Every Sunday I send free readers a short note on what I wrote that week, and open one older paid analysis for a few days. Subscribe free
Two governments’ lines around Chinese AI came into view this week, from opposite sides. As I re...
CATL cut accounts payable by Rmb 22.1bn in the third quarter under a ministry-backed payment code, and its operating cash flow fell to about Rmb 1.4bn.
Editor’s Note: FlashPoint is our paid quick-strike column on market-moving China tech e...
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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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