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.
February 12, 2026
China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen
Will robots take over the kitchen?…
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February 5, 2026
China’s Internet Companies Get Cooking (Part 1) – Meituan & Pupu
How Meituan Takeaway and Pupu Supermarkets went up the supply chain in 2025.…
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January 30, 2026
Why China Won’t Get Its Nvidia
Cambricon, Moore Threads, MetaX and Biren face a market that rewards continuity over ambition.…
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January 15, 2026
Keeta, Meituan’s overseas expansion - Part 2: Battle for Brazil … and the world?
How Meituan met a familiar competitor and battles a giant in Brazil.…
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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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