Poe Zhao
substackRecent

Hello China Tech

by Poe Zhao·Last posted 1 months ago

About Poe Zhao

The System Underneath

Western tech media covers China through a familiar lens: geopolitical threat, copycat economy, or authoritarian crackdown. Chinese state media tells a mirror-image story of inevitable triumph. Neither is useful if you need to make actual decisions about investments, partnerships, strategy, or policy.

Hello China Tech exists to close that gap.

I read China’s technology ecosystem in its native language every day: IPO prospectuses, government filings, state-owned enterprise procurement announcements, earnings calls, policy documents, and industry reporting from sources like 36Kr, Sohu, and Jiemian. I translate the system underneath the words: the institutional mechanics, competitive dynamics, and strategic constraints that explain why Chinese tech companies behave the way they do.