Weijin Research
Understanding China’s technology and energy transformation through industrial logic.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | a year ago | Last Issue | 14 days ago |
| Active | |||||
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weijinresearch.substack.comLatest Issues
xAI Was Supposed to Understand the Universe.
This article originally appeared on Weijin’s WeChat Official Account on May 7, 2026 with the Chinese title: 「想要“理解宇宙”的xAI，消失在SpaceX里 | 笔记」. It has been translated and adapted for an English-speaking audience.
When ChatGPT exploded onto the...
OpenAI's Mobile Phone: Can It Exploit Apple's Innovator's Dilemma?
This article originally appeared on Weijin’s WeChat Official Account on May 5, 2026. Original Chinese title: 「OpenAI手机，能否利用苹果创新者的窘境 | 笔记」. It has been translated and adapted for an English-speaking audience.
The agent phone is definitely t...
After DeepSeek-V4: The East-West Divide in Open-Source AI Models
This article originally appeared on Weijin’s WeChat Official Account on April 28, 2026 as a follow-up piece to DeepSeek-V4: A Need for Reassessment. Original Chinese title: 「DeepSeek-V4之后，开源模型的东西方阵营」. It has been translated and adapted for...
Compute Boom Spreads Beyond GPUs to Memory, Storage, and CPUs
This article originally appeared on Weijin’s WeChat Official Account on April 30, 2026. Original Chinese title: 「算力繁荣，正在从GPU全面扩散到内存、硬盘、CPU」. It has been translated and adapted for an English-speaking audience.
On the same day, Google, Micr...
Chinese Token Export: A Vision, Not a Reality
This article originally appeared on Weijin’s WeChat Official Account on April 16, 2026. Original Chinese title: token出海，是愿景，不是现实. It has been translated and adapted for an English-speaking audience.
Editor’s Note: As an example of how...
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Authors
The writers behind this newsletter.
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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