Writing
Words & Ideas
From deep-dives on Chinese tech to reflections on education and parenting — everything I'm thinking about ends up here eventually.
Personal Newsletter
My Substack
Technology, education, parenting — my personal voice on what matters.
January 21, 2026
Inside China's Real Advantage: Manufacturing at Scale
Notes from Liyang, China's battery capital, and the infrastructure reshaping global supply chains…
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December 17, 2025
What Chinese Scientists Think the World Could Look Like By 2049
Where advanced technology is treated as something to shape, not something to avoid…
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November 25, 2025
AI’s Bottleneck Is Power. The US and China Feel It Differently.
The US needs more generation. But China needs more efficiency.…
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October 15, 2025
What Surprised Me Most on Our Deep Tech China Trip
Notes from inside an ecosystem defined by constraint, coordination, and speed…
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February 27, 2023
The Dangers of a Too-Hot ChatGPT Craze
甲小姐对话张斯成:ChatGPT过热容易导致错误判断 | 甲子光年…
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February 23, 2023
Coming soon
Hey there, fellow curious minds!…
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Company Newsletter
Tech Buzz China
Tech Buzz China is the company I founded to cover China's technology industry. This is a team publication — I contribute and help guide its editorial direction, but it's not exclusively my work.
April 3, 2026
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…
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March 29, 2026
Why is China’s Video AI Industry So Good?
From Experimentation to the Rule of the Platform…
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March 24, 2026
Unitree Can Build the Body, Can It Build the Mind?
Best-in-class hardware, unproven AI…
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March 12, 2026
Temu Watch #12: Update on Markets, Advertising & Logistics Strategies
Important Note on Temu Watch series…
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Real-time Thoughts
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Daily China tech analysis, education hot takes, and whatever I'm thinking about.
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