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Firsthand deep dives into China’s tech frontiers—AI, EVs, manufacturing, and beyond. Click to read X.PIN, a Substack publication with hundreds of subscribers.
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Unitree's Robots Are Real. China's Robotics Valuations Are the Problem.
On August 25, shares of Unitree Robotics, China's best-known robot maker, were trading 45 per cent below their post-IPO high. The company had listed in Shanghai at a valuation of roughly $8.5 billion, only for its stock to surge 629.4 per cent on the firs
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Weekly Dose of China Tech 08.24.2026
Hi friends,Hope you had a good week.China's AI race is entering a new phase.For the past year, the competition was mostly about models: who could build the strongest LLM, who could catch up with OpenAI and Anthropic, and who could achieve frontier perform
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Tencent vs Alibaba: Two Ways to Bet on China's AI Future
On August 12, Tencent released its latest earnings report. Quarterly capital expenditure had reached RMB 52.8 billion up 176% from a year earlier.Tencent's shares fell 4.46% the next trading day.A week later, Alibaba reported an even larger number. Its qu
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Weekly Dose of China Tech 08.17.2026
Hi friends,Welcome back to Weekly Dose of China Tech! Here is a roundup of the latest news and our newest articles.First, we explore the rise of independent "robot doctors", a unique repair industry growing alongside China's humanoid boom. We also dive in
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Why China Is Winning the AI Video Race
Two weeks ago, ByteDance released Seedance 2.5 on the same day MiniMax unveiled H3, setting off another round of excitement around AI video. H3 emphasized visual effects and post-production workflows. Seedance 2.5 pushed further into editing, letting crea
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