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VOICE ARCHIVE

Henry Gao

@henrysgao
22 posts
2026-01-13
China's first viral app in 2026 is one called “Are you dead yet (死了么)”.
2026-01-13 View on X
Financial Times

A viral Chinese app called “Are You Dead?” that asks users living alone to “check in” with a button press becomes the top paid app in Apple's App Store in China

2026-01-12
China's first viral app in 2026 is one called “Are you dead yet (死了么)”.
2026-01-12 View on X
Financial Times

A viral Chinese app called “Are You Dead?” that asks users living alone to “check in” with a button press becomes the top paid app in Apple's App Store in China

Popularity among Chinese Apple users highlights concerns created by rapidly changing demographics

2025-12-31
META has just landed a devastating blow to China's AI strategy by taking over Manus. The message is unmistakable: only Chinese firms willing to uproot themselves entirely and leave China behind can access real capital, talent, and global scale. The exodus is coming.
2025-12-31 View on X
Wall Street Journal

How Manus distanced itself from its Chinese roots to court US investors; a source says Meta's $2.5B deal includes a $500M retention pool for Manus' employees

The $2.5 billion deal could herald a new era for China-linked AI companies and U.S. investors  —  Workers at Butterfly Effect …

2025-12-30
META has just landed a devastating blow to China's AI strategy by taking over Manus. The message is unmistakable: only Chinese firms willing to uproot themselves entirely and leave China behind can access real capital, talent, and global scale. The exodus is coming.
2025-12-30 View on X
Nikkei Asia

Meta says Manus, initially based in Beijing and Wuhan, will cut Chinese investor ties after the deal and “will discontinue its services and operations in China”

PALO ALTO, California/HONG KONG — Meta says it will acquire AI startup Manus and that the Singapore-based company …

META has just landed a devastating blow to China's AI strategy by taking over Manus. The message is unmistakable: only Chinese firms willing to uproot themselves entirely and leave China behind can access real capital, talent, and global scale. The exodus is coming.
2025-12-30 View on X
Wall Street Journal

Sources: Meta is buying Manus for $2B+; Manus was raising at a $2B valuation when Meta approached it; Manus CEO Xiao Hong will report to Meta COO Javier Olivan

The deal for more than $2 billion is one of the first in which a major U.S. tech company has bought a startup with Chinese roots

2025-10-30
The US-China deal is significant not because of the pause on proposed restrictions—which were leverage rather than for real as I've been saying, but because it paved the way to serious negotiations. The 1-year pause confirmed my prediction that a deal by end-2026 is well on track
2025-10-30 View on X
Bloomberg

President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips

US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …

2025-10-09
Glad to be quoted in this nice @washingtonpost story by @NorthropKatrina on the implications of China's new rare earth export control measures. [image]
2025-10-09 View on X
Financial Times

China unveils sweeping export controls on rare-earth minerals, creating rules akin to US measures that block chip-related exports to China from third countries

Beijing is leveraging its dominant position in the critical minerals supply chain  —  China has unveiled sweeping new export controls …

2025-08-12
Everyone's blasting Trump for allowing H20 exports to China, but few see the logic: 1. US export controls are already leaking—over $1B in B100, H100 & H200 chips were smuggled into China in past 3 months; 2. If it's already leaking, better to export “downgraded” chips officially,
2025-08-12 View on X
Bloomberg

Sources: Chinese authorities urge local companies to avoid using less advanced US chips, particularly Nvidia's H20s, for government or national security work

Supply Lines is a daily newsletter that tracks global trade.  Sign up here.  —  Beijing has urged local companies …

Everyone's blasting Trump for allowing H20 exports to China, but few see the logic: 1. US export controls are already leaking—over $1B in B100, H100 & H200 chips were smuggled into China in past 3 months; 2. If it's already leaking, better to export “downgraded” chips officially,
2025-08-12 View on X
Wall Street Journal

How Jensen Huang successfully lobbied Trump to resume Nvidia's H20 sales to China; US officials hadn't vetted the 20% pay-to-play proposal when Trump offered it

Amrith Ramkumar and Robbie Whelan, reporting for The Wall Street Journal (gift link): Emma Roth / The Verge : US demands cut of Nvidia sales in order to ship AI chips to China Arju...

2025-05-13
Who made more concessions? The Chinese text lists 2 from each side, but that's misleading: China's #1 covers both of the US points, while China's #2—suspending non-tariff measures from April 2—isn't matched by anything on the US side. So who caved? Told you (on Apr 5).
2025-05-13 View on X
Financial Times

The US and China agree to a deal to lower tariffs for the next 90 days, a sign of easing tensions; the US plans to cut tariffs on Chinese goods from 145% to 30%

it's a mirage.  We need real trade policies that lift up our communities, not tear them down.  —  www.nytimes.com/2025/05/12/b... Lindsay Beyerstein / @beyerstein : Trump removes g...

Confirmed by the English version released by @WhiteHouse: https://www.whitehouse.gov/... [image]
2025-05-13 View on X
Financial Times

The US and China agree to a deal to lower tariffs for the next 90 days, a sign of easing tensions; the US plans to cut tariffs on Chinese goods from 145% to 30%

it's a mirage.  We need real trade policies that lift up our communities, not tear them down.  —  www.nytimes.com/2025/05/12/b... Lindsay Beyerstein / @beyerstein : Trump removes g...

MOFCOM just published the deal: 1. Original 34% tariff remains, but 90 day pause for 24%; 2. All retaliatory tariffs are gone. What remains: 1. 10% tariffs from Apr 2; 2. 20% Fentanyl tariff; 3. 25% Trump 1 tariff. That's the same China would've got had it not retaliated. [image]
2025-05-13 View on X
Financial Times

The US and China agree to a deal to lower tariffs for the next 90 days, a sign of easing tensions; the US plans to cut tariffs on Chinese goods from 145% to 30%

it's a mirage.  We need real trade policies that lift up our communities, not tear them down.  —  www.nytimes.com/2025/05/12/b... Lindsay Beyerstein / @beyerstein : Trump removes g...

2025-05-12
Confirmed by the English version released by @WhiteHouse: https://www.whitehouse.gov/... [image]
2025-05-12 View on X
Financial Times

The US and China agree to a deal to lower tariffs for the next 90 days, a sign of easing tensions; the US plans to cut tariffs on Chinese goods from 145% to 30%

Deal to reduce duties for next 90 days marks the first sign of tension easing between the two economic superpowers

MOFCOM just published the deal: 1. Original 34% tariff remains, but 90 day pause for 24%; 2. All retaliatory tariffs are gone. What remains: 1. 10% tariffs from Apr 2; 2. 20% Fentanyl tariff; 3. 25% Trump 1 tariff. That's the same China would've got had it not retaliated. [image]
2025-05-12 View on X
Financial Times

The US and China agree to a deal to lower tariffs for the next 90 days, a sign of easing tensions; the US plans to cut tariffs on Chinese goods from 145% to 30%

Deal to reduce duties for next 90 days marks the first sign of tension easing between the two economic superpowers

Who made more concessions? The Chinese text lists 2 from each side, but that's misleading: China's #1 covers both of the US points, while China's #2—suspending non-tariff measures from April 2—isn't matched by anything on the US side. So who caved? Told you (on Apr 5).
2025-05-12 View on X
Financial Times

The US and China agree to a deal to lower tariffs for the next 90 days, a sign of easing tensions; the US plans to cut tariffs on Chinese goods from 145% to 30%

Deal to reduce duties for next 90 days marks the first sign of tension easing between the two economic superpowers

2025-04-07
Amid Trump tariff chaos, People's Daily published an editorial today urging everyone to “Focus on Doing Your Own Things”—a phrase that sums up China's core strategy. This thread breaks it down. It begins by acknowledging that U.S. tariffs do hurt, but “the sky can't collapse.” [image]
2025-04-07 View on X
Wired

Nintendo of America President Doug Bowser says the company is “actively assessing” the impact of US tariffs, which “weren't factored into” its Switch 2 pricing

Nintendo of America president Doug Bowser tells WIRED the company is still figuring out how to address tariffs …

2023-05-22
If anything, Micron is more of a security risk for what they did outside of China, rather than in China. https://twitter.com/...
2023-05-22 View on X
Bloomberg

China says Micron's products caused “significant security risks to our critical information infrastructure supply chain” and warns operators against buying them

less than 2 months after it's announced. The Micron ban applies to major Chinese cos, but impact could be broader. https://www.wsj.com/... via @WSJ Bill Bishop / @niubi : Did they ...

2023-01-16
Interesting story from @FT on Alibaba & academic lobbying. not sure which academics they've interviewed, but I guess the best example of academic influence must be Alibaba enlists academics in lobbying effort to restore reputation https://www.ft.com/...
2023-01-16 View on X
Financial Times

Investigation: Alibaba paid Chinese scholars to lobby authorities to relax regulations and rehabilitate its reputation, hoping to navigate China's clampdown

Alibaba has been paying academics to lobby Chinese authorities to relax regulations and rehabilitate its reputation … Tweets: @edourdoo , @henrysgao , @marietjeschaake , @angelazha...

Interesting story from @FT on Alibaba & academic lobbying. not sure which academics they've interviewed, but I guess the best example of academic influence must be Alibaba enlists academics in lobbying effort to restore reputation https://www.ft.com/...
2023-01-16 View on X
Reuters

Chinese ride-hailing giant Didi says regulators have lifted a ban on new user registrations, signaling an end to a longrunning regulatory crackdown

China's ride hailing giant Didi Global said in a statement on Monday that it would be allowed to resume new user registration, after a more than year-long ban that curbed its growt...

2022-12-13
Looks like we have come full circle in the 20 years since China's WTO accession, as the very first WTO case against China was also on semiconductors brought by the US. https://twitter.com/...
2022-12-13 View on X
Reuters

China files a trade dispute at the WTO against the US over its chip export controls, arguing the curbs threaten the stability of global industrial supply chains

China has launched a trade dispute at the World Trade Organization against the United States over its chip export control measures, China's commerce ministry said.