
This Substack is where I share what I’m seeing in Chinese tech, based on frequent trips, close reading, and long-running conversations rather than hot takes.
| Platform | Pricing | Only free issues | Publishes | Monthly | |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||

The following reflects my personal perspective. For another investor's widely shared takeaways from the trip, see here.
Observers often fixate on the most visible layer of China’s tech stack: consumer-facing conveniences like mobile paymen...
On December 6, leading Chinese scientists and research institutions gathered in Tengchong, Yunnan, for the annual Tengchong Scientists Forum. At the forum’s flagship session, Yang Yuliang, an academician of the Chinese Academy of Sciences a...
Recently I shared a Macquarie estimate on X that captures the scale difference in U.S.–China AI power capacity planning:
Current forecasts through 2030 suggest that China will only need AI-related power equal to 1–5% of the power it adde...
When I first began planning this trip for investors — five days across four cities, from Beijing and Shanghai to Hefei and Shenzhen — I expected to come home with company-level observations: what each startup was building, who seemed ahead,...
Probably the most interesting Chinese article on the ChatGPT craze I’ve read. Except for the title, the below is translated in full by ChatGPT, with less than 10 edits. Certain lines are emphasized by yours truly. Please comment below if yo...
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