Hello China Tech Podcast
Episodes
Episode 5: Are AI User Numbers Hiding China's Real Winners?
18 Aug 2025
Contributed by Lukas
Episode OverviewThis episode reveals how Tencent’s Q2 earnings expose a fundamental misunderstanding of China’s AI competition. While ByteDance’...
Episode 4: How Hefei Became China’s Unlikely Tech Capital
11 Aug 2025
Contributed by Lukas
Episode OverviewThis episode examines CXMT’s massive $21 billion IPO as the ultimate test of China’s “Hefei Model”—where local government ac...
Episode 3: Imperfect Robots, Perfect Strategy: Is China Winning the Robotics Race?
04 Aug 2025
Contributed by Lukas
Episode SummaryThis episode unpacks the “Great Robotics Divide,” contrasting Silicon Valley’s high-capital, perfection-focused “moonshot” st...
Episode 2: Shanzhai 2.0 - How China Evolved from Product Pirates to System Hackers
28 Jul 2025
Contributed by Lukas
Episode SummaryIn this episode, Alex Chen and Marcus Thompson trace the remarkable evolution of Chinese competitive strategy - from the original “Sh...
Episode 1: The Ultimate Stress Test for China’s AI Chips
21 Jul 2025
Contributed by Lukas
Episode SummaryWhen the US suddenly reversed its ban on Nvidia selling H20 AI chips to China on July 15th, it wasn’t the end of a story–it was the...