Deep dives into the most interesting companies and trends in China Tech, including internet, (cross-border) e-commerce, EVs, and more. In cooperation with Six Degrees Intelligence.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 205 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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techbuzzchina.substack.comLatest Issues
The Thirty-Minute Trap, Mutated: A Retrospective on China’s Instant Retail Reckoning
Meituan, Alibaba, and JD.com fight over who delivers groceries faster: the cost of convenience—profitability or permanent subsidy dependence.
Things that caught our attention
China's Humanoid Robots Aren’t Ready. The Real Story Is the System Being Built.
Things We Noticed:
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We were just on the BBC Asia Specific podcast about the Manus-Meta deal.
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We also spoke to Analytics India magazine about it last week.
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China just released new guidelines to regulate AI agents.
What f...
On the Ground in China’s Humanoid Robotics Moment
Things That Caught Our Attention
Since we last published, Xiaomi, Tencent, Alibaba, Kimi, and the highly anticipated DeepSeek v4 have all released new models. The pace is dizzying, and it speaks to the depth of the talent bench. Both the...
The Hundred Shrimp War: OpenClaw and China’s AI Agent Explosion
While you could read this as China catching up to Silicon Valley on AI agents, what's actually happening is more structural — and more permanent — than that framing suggests.
Quick note before you dive in:
The Taobao Inside Qwen: Why Alibaba's AI Gambit Is About Re-Architecting the Internet
While you could dismiss this as yet another company slapping a chatbot onto its existing services, what's actually happening here is more interesting (and consequential) than that framing suggests.
A Note from Rui
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Authors
The writers behind this newsletter.
Deep dives into the most interesting companies and trends in China Tech, including internet, software, EVs, and more. Powered by Six Degrees Intelligence.
China Tech & Mom Life. https://x.com/ruima
I research and write on emerging and scaling up technologies in China. I founded Weijin Research and was a business and tech journalist.
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