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.
July 6, 2026
The Month China Closed the AI Stack
ChatGPT is not yet four years old. Two June announcements challenged some of the AI race’s biggest assumptions.…
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June 26, 2026
CXMT: China's Largest A-Share IPO This Year Is a Memory Test
A memory shortage is testing how much usable supply China can source at home after years of industrial investment.…
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June 20, 2026
DeepSeek’s Bet That Efficiency Can Compete With Scale
A lab that was not under obvious financial pressure just raised the largest AI funding round in Chinese history.…
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June 12, 2026
Tencent's AI Bet Is Not a Chatbot. It Is WeChat as an Action Layer
Tencent is not trying to win the chatbot beauty contest. It is wiring AI into the places where users already message, pay, order, and work.…
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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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