The hottest China tech Substack posts right now

And their main takeaways
Category
Top Technology Topics

How to Think About Chinese AI / DeepSeek

Enterprise AI Trends • 105 implied HN points • 10 Feb 26
🕹 Technology China tech
  1. Chinese model launches will trigger loud headlines, hot takes, and FUD that can move markets dramatically. Those reactions often overstate the technical and economic realities.
  2. Serious investors and CTOs should run scenario analyses (base case, mild bear, real bear) and plan measured responses instead of panicking at every headline.
  3. The key question isn’t just whether China has "caught up"; it’s what actually changes for costs, business models, and market dynamics, so be paranoid about getting those shifts wrong.

DeepSeek: A Tragedy Foretold?

ChinaTalk • 1141 implied HN points • 31 Jan 25
🕹 Technology China tech
  1. DeepSeek is an open-source AI project in China that allows developers to use and build on its models for free. This supports the idea of sharing knowledge and innovation globally.
  2. Many Chinese tech leaders prefer closed-source models because they see open-source as less profitable. They believe it’s often not worth the investment when considering the costs involved.
  3. The Chinese government supports open-source initiatives to reduce dependence on foreign software, but there are concerns about how powerful AI could be regulated to ensure safety and control.

How My China Tech Beat Fell Apart

ChinaTalk • 993 implied HN points • 11 Dec 24
🕹 Technology China tech
  1. Chinese tech startups are trying to hide their origins to avoid negative stigma in the West. Many founders worry that being labeled as 'Chinese' could hurt their chances of success.
  2. The relationship between Western reporters and Chinese tech entrepreneurs has changed dramatically due to rising geopolitical tensions. Once seen as exciting collaborators, many founders now feel cautious and distrustful.
  3. As regulations increased and opportunities within China shrank, many Chinese companies started to look for growth in international markets. This shift led to tensions between telling their stories and their need to downplay their roots.

My episode on Carl Zha regarding latest on AI

TP’s Substack • 15 implied HN points • 16 Dec 25
🕹 Technology China tech
  1. China is rapidly building a full AI hardware ecosystem — from semiconductors to memory, analog parts, cooling, and optical networking — which makes its domestic supernodes and clusters increasingly powerful.
  2. System-level limits like energy, interconnect bandwidth, and memory often leave chips idle, so tightly wiring many smaller chips into SuperPoDs or SuperClusters can be more effective than relying on bigger standalone chips.
  3. In the near term most AI will act like an advanced search/automation tool that replaces entry-level work, and while China may buy large numbers of H200s, those GPUs alone won’t be the core of its overall AI chip demand.

February 2022 Tech Buzz China Newsletter

Tech Buzz China Insider • 119 implied HN points • 31 Jan 22
🕹 Technology China tech
  1. Join the Tech Buzz China Insider community with a special coupon 'YEAROFTIGER' for $10 off to learn more about China tech
  2. Access to live webinars on e-CNY and China Markets & Macro available to the public through subscription and reviews
  3. Explore detailed analysis on Chinese regulations in 2022 and the Bearish View on VIEs in the Tech Buzz China Insider community for investors and operators
Get a weekly roundup of the best Substack posts, by hacker news affinity:

April 2022 Tech Buzz China Newsletter

Tech Buzz China Insider • 99 implied HN points • 01 Apr 22
🕹 Technology China tech
  1. Common Prosperity in China aims to balance wealth distribution without sacrificing overall prosperity.
  2. Chinese SaaS companies face challenges like low retention and high sales costs compared to US counterparts.
  3. Tech Buzz China Insider offers in-depth analyses on China tech for serious enthusiasts through a premium subscription.

12/4 Tech Buzz China Insider Digest

Tech Buzz China Insider • 0 implied HN points • 07 Dec 21
🕹 Technology China tech
  1. Rumors suggest restrictions on VIEs for companies listing location in China, but the ban won't be complete and varies by sector.
  2. Kuaishou's revenue mostly stagnant from livestreaming, showcasing a trend of saturation in the industry.
  3. WeChat is adjusting rules to allow direct access to external links, potentially impacting user drop-off, and has begun somewhat embracing algorithms after staunch resistance.

October 2021: The Latest from Tech Buzz China

Tech Buzz China Insider • 0 implied HN points • 02 Nov 21
🕹 Technology China tech
  1. Tech Buzz China provides insightful analyses and reports on the latest trends and developments in the Chinese tech industry, offering valuable information for investors and operators.
  2. The newsletter features exclusive content like LIVE webinars and podcasts with industry experts, providing members with a unique opportunity to engage in discussions and learn from insiders.
  3. Articles from Tech Buzz China cover a range of topics including the evolution of eCommerce in China, the impact of regulatory changes on tech giants, and the dynamics of livestreaming shopping, offering a deep dive into the complexities of the Chinese tech landscape.

September 2021: The Latest from Tech Buzz China

Tech Buzz China Insider • 0 implied HN points • 30 Sep 21
🕹 Technology China tech
  1. Tech Buzz China offers a community where insiders can engage in discussions and access exclusive content like livecasts with industry experts.
  2. The Chinese government plays a significant role in economic development by actively supporting businesses through financial assistance, investment facilitation, and other means.
  3. Alipay's recent split into separate apps was a response to government directives to address issues like unfair competition and financial product integration.

August 2021: The Latest from Tech Buzz China

Tech Buzz China Insider • 0 implied HN points • 25 Aug 21
🕹 Technology China tech
  1. Tech Buzz China shares livecasts with insights on Chinese tech from industry experts like VC Ray Hu and Jordan Berke.
  2. WeChat is discussed as more than just a social network, exploring its varied functionalities.
  3. The Tech Buzz China Insider community offers in-depth China tech analyses that may not be readily available in English language coverage.

July 2021: The Latest from Tech Buzz China

Tech Buzz China Insider • 0 implied HN points • 02 Jul 21
🕹 Technology China tech
  1. Tech Buzz China has launched a Livecast series where viewers can join live conversations with China tech experts and ask questions, providing a unique opportunity to engage with industry insiders.
  2. The newsletter also introduces Tech Buzz China Insider, a premium community for in-depth China tech analyses, offering exclusive content not typically covered in English language media.
  3. The post highlights various media appearances of Tech Buzz China where they discuss topics like cybersecurity, social commerce in China, and tech trends, showcasing their expertise in the industry.

6/6 TBC Insider Digest

Tech Buzz China Insider • 0 implied HN points • 07 Jun 21
🕹 Technology China tech
  1. The 3-child rule in China and the crackdown on EdTech are linked to efforts to increase fertility by addressing the high cost of education.
  2. AiHuiShou's IPO brought attention to the secondhand market for consumer electronics, and showed the close ties with JD.
  3. Huawei's HarmonyOS 2.0 release aims to power a wide range of devices beyond smartphones, highlighting its adaptability across IoT products.

Invitation to Tech Buzz China Insider

Tech Buzz China Insider • 0 implied HN points • 08 Apr 21
🕹 Technology China tech
  1. Tech Buzz China Insider is a new product for China tech enthusiasts and investors, providing in-depth insights on key issues in China tech.
  2. The Insider membership includes 4+ weekly community posts and expert panels, as well as exclusive events and discussions.
  3. Members have access to discounts on partner events and can join a high-quality community where they can learn, share investment ideas, and engage with like-minded professionals.

12/4 Tech Buzz China Insider Digest

Tech Buzz China Insider • 0 implied HN points • 07 Dec 21
🕹 Technology China tech
  1. Newsletter schedule changes: Improved open rates on weekends led to a decision to stick to that schedule. Community suggestions were welcomed for further improvements.
  2. Investment opportunity: Accredited investors were encouraged to consider participating in the Tech Buzz China Investment Syndicate for the Hirect Series A funding round.
  3. WeChat updates: WeChat's changes allowing direct access to external links in chats and potential adjustments to e-commerce functionalities signal notable user experience enhancements.

September 2021 Tech Buzz China Newsletter

Tech Buzz China Insider • 0 implied HN points • 09 Dec 21
🕹 Technology China tech
  1. Tech Buzz China Livecasts provide insights from investors and operators in China tech, offering an open-source platform for industry conversations.
  2. The Tech Buzz China Insider community offers in-depth China tech analysis not typically covered in English, catering to serious tech enthusiasts.
  3. The newsletter features various media appearances showcasing insights on Chinese tech trends and developments, making it a valuable resource for staying updated.

December 2021 Tech Buzz China Newsletter

Tech Buzz China Insider • 0 implied HN points • 09 Dec 21
🕹 Technology China tech
  1. The newsletter offers a special discount for joining the Insider community, with a forum, Discord channel, and members-exclusive events available.
  2. Tech Buzz China provides insights on China tech through live webinars, podcasts, and open opportunities for investment in private companies inspired by China tech for accredited investors.
  3. The newsletter features in-depth analysis on various China tech topics, such as Alibaba's performance, live shopping, Meituan & Kuaishou Reorgs, and more.

2/13/22 Tech Buzz China Insider Digest

Tech Buzz China Insider • 0 implied HN points • 15 Feb 22
🕹 Technology China tech
  1. The concept of consumption upgrade vs. downgrade in China's consumer market is complex and impactful, with platforms like Pinduoduo challenging traditional views.
  2. Predictions from Chinese government research organizations suggest continued US-China tensions in tech, with Biden likely to tighten restrictions on exports, investments, and overseas operations.
  3. AInnovation's IPO in the