Today I published The China Tech Field Guide, and it is free.
Over the past year, Hello China Tech has covered China's AI, semiconductor, robotics, and EV sectors essay by essay. The Field Guide consolidates that year into six principles. A sample of the argument: in 2025, 764 Chinese AI companies raised a combined Rmb 83bn, and the top 20 captured 30 per cent of it. Capital structure, not technology, decides which firms survive. The state does not referee these markets. It designs them.
If your work touches China tech, the Guide is designed to be the document you send to a colleague who asks where to start. Web and PDF, both free. https://t.co/AQlldvD7aE
@michaelxpettis I'd like to take the opporunty to cover, once and for all, from your POV why the over production and under consumption in China really happens.
@michaelxpettis Your tweets, i've read since i lived in SH during covid. I'm Chiense / German / Canadian and beyond fascinated by what people like you and Brad Seltzer are able to publish.
@michaelxpettis Hi Michael! sent a DM to be one of the first guests for my “The Noodle Shop” Podcast, its a long form open podcast for the next generation of people growing up in East & South East Asia to learn from so that they can grow up differently than our generation did. That is my goal.
@DrDebraSoh our work on sex, biology and intimacy is exactly the conversation I want to have — especially through an Asian lens no one else is covering.
Would appreciate you taking 5 mins to read through my message. Thank you, wish you a pleasant day!
@DrDebraSoh Dr. Soh — just sent you an invite on your website for being my podcast guest. Short version: I'm building a long-form podcast (The Noodle Shop) for the next generation growing up in East & Southeast Asia, and I'd love you as one of our first 10 guests.
@JoshuaVanBT There's a lot of stuff I think only people who come from this part of the world can talk about with each other. I'm interested in your BG, being Chin, from Hakha, family fled to Malaysia then Houston, worked a restaurant job, and now you're the first Asian-born male UFC champ.
Your brain requires 72 hours of absolute digital disconnection to completely reset its background baseline. 3 days spent entirely away from your screen fundamentally alter your nervous system. You return to your work with effortless strategic clarity.
High cortisol is aging you faster than cigarettes or vapes.
Gray hair, shot sleep, slow recovery, dead drive.
Here are 7 natural ways to bring it down and slow the clock:
1. Saunas.