Tech Buzz China @TechBuzzChina
Independent research and advisory on China tech for investors and operators. Trips, bespoke research, and an investor-focused newsletter. techbuzzchina.com San Francisco, CA Joined June 2018-
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Cambricon briefly surpassed Moutai to become China’s most valuable stock. A national AI champion—or the next big bubble? The gap between hype and fundamentals has never been starker. Read the report techbuzzchina.substack.com/p/cambricon-ch…
We tried to get everyone on the @TechBuzzChina Deep Tech Trip who wanted to try a Pony.ai robotaxi the chance to do so this morning in Shenzhen which meant I didn’t get to try. So I ordered myself a ride this evening. It’s basically the same experience as Google’s…
Went to the Shenzhen Logistics Expo today which had its first ever autonomous delivery exhibition hall. Neolix is valued at a fraction of SV based startup Nuro ($6Bn) and just surpassed 10K vehicles in service. They were only at 1K last year, 10x growth. $20K & up per truck.…
@ruima @TechBuzzChina As fate would have it, finally meeting in person for the first time courtesy of @NIOGlobal no better place than the worlds biggest NIO House inside one the world’s smartest factories to do it!
It was raining hard in Hefei today so the @TechBuzzChina Deep Tech Trip group couldn’t take a ride in $EH Ehang’s flying taxi evTOL (electric vertical takeoff and landing). The current model (that is approved for test flights of 4-5 minutes for two people) is pretty small (450kg)
Did the much anticipated $NIO F2 factory tour today. Can’t share any photos as we were not allowed to take any, but I wish my late grandpa (who worked in a factory) could see what Chinese factories look like today — he would have really enjoyed it. The workers mostly looked…
The most popular experience today for @TechBuzzChina Deep Tech Trip attendees was the 4D home movie theater experience in the newest NIO ET9 electric car. It’s really to show off the suspension. Here’s the demo:
In June, at @TechBuzzChina, we took a deep dive into WeChat’s new gifting function, an example of how Tencent sees e-commerce evolving in the ecosystem of its popular chat app. Last week, we took a closer look at the parts of WeChat’s ecosystem that facilitate the e-commerce…
Quite a few people have asked me what to make of the TikTok divestment announcement. I agree with @ZichenWanghere who emphasized in his Pekinology newsletter that the Chinese readout suggests the framework being discussed is not limited to TikTok, but combines other concerns such…
ALIBABA OPENS ANOTHER ATTACK ON MEITUAN WITH AMAP AND AI Amap (a.k.a. AutoNavi and Gaode) has been my Chinese navigation app of choice for a while now. This Alibaba app is now opening a full attack on Meituan’s review app Dianping, at a time when Meituan is already been pestered…
WECHAT: USING AN ECOSYSTEM TO GROW E-COMMERCE Tencent has never been very successful with e-commerce. At one point, it even sold all its e-commerce business to partner JD. But times have changed ... Since its launch in 2011, the WeChat ecosystem has constantly expanded. It…
In June, I analysed WeChat’s gifting function for @TechBuzzChina. I shared its results so far and expectations for the future. The launch of this function is a sign of Tencent’s renewed interest in e-commerce. Another indication that Tencent is reconsidering the role of…
A couple weeks ago Tech Buzz China's @ruima went viral for saying that in China, power for AI is a "solved problem," and not only in generation but transmission as well. She now dug into a Huawei white paper on AI data centers. linkedin.com/posts/ruima_ai…?
TEMU - UNDERSTANDING A CHINESE CHAMELEON Next week, on the 18th of September, I have the honour and pleasure of giving a keynote speech at the Hovedorganisasjonen Virke Arena conference in Lillestrøm, Norway. The title above will also be the title of my keynote, and it will…
ANOTHER ONE OF ALIBABA’S HEMA FORMATS CLOSES After the Hema (Freshippo) X stores were recently announced to close down, Hema has announced closing all its Hema Linli (盒马邻里, Hema Neighbourhood) stores. Hold on, you may think, didn’t you recently write that Hema NB were…
When people picture robots, the first image is often humanoid. Sleek machines that walk, dance, and mimic us. Clips go viral online and make headlines around the world. But in capital markets, humanoids remain more spectacle than substance. Reality check: techbuzzchina.substack.com/p/in-hong-kong…
So, some people seem to have written off Meituan based on the Q2 results. Together, Meituan, JD and Alibaba have spent more than RMB 30 billion (I have even seen estimates of the investments as high as RMB 45 billion) on the food delivery war in Q2. And that was before the…
Two things: 1/ Honestly, I first heard about this podcast from Chinese founders, not SV ones. China really does know way more about SV than the other way around. 2/ At @TechBuzzChina we run regular trips to see China tech up close. Our September one has EVs, quantum, BCI,…
Two things: 1/ Honestly, I first heard about this podcast from Chinese founders, not SV ones. China really does know way more about SV than the other way around. 2/ At @TechBuzzChina we run regular trips to see China tech up close. Our September one has EVs, quantum, BCI,…
Alibaba $BABA stock jumped nearly 13% last Friday 8/29 after reports of progress on its AI chips. I got a bunch of questions, and I don’t have anything to add on the news but maybe a few points that add a “but also” to the dominant “it’s policy and sanctions driving everything!”…
This Deep Tech trip is shaping up to be more amazing than I thought possible, we have EV, evTOL, quantum, humanoid robot, BCI, autonomous driving and of course just “regular AI” company visits in 4 cities. So proud that our deep network in China tech is majorly paying off 😎
This Deep Tech trip is shaping up to be more amazing than I thought possible, we have EV, evTOL, quantum, humanoid robot, BCI, autonomous driving and of course just “regular AI” company visits in 4 cities. So proud that our deep network in China tech is majorly paying off 😎
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