Huawei Goes to Court With a Trust Deficit

Its technological and institutional reputations have been moving in opposite directions for years. The prosecution built its case with public opinion in…

Sep 22 • Ivy Yang

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Shein’s Goldilock IPO

It got out of geopolitical limbo on the third try But does Shein inspire confidence in what comes next?

Sep 2 • Ivy Yang

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August 2026

Better Than the Odyssey

Anti-slop Niu Lai, two Gen Zs’ movie review, and why China loves it

Aug 27 • Ivy Yang

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June 2026

It's Zeitgeist-Fluency

Cheap tokens, a frat house startup with a16z money, an Adidas viral meme in China. A lot on my mind before I get on a plane to China.

Jun 15 • Ivy Yang

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May 2026

WeChat + PayPal Partnership: China-maxxing's Latest Move

The Tencent–PayPal deal is about the new payment rail the Chinese central bank built

May 29 • Ivy Yang

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April 2026

Red Note Signal #8 Is Red Note Coming in Hot?

More on Rest of World's piece on Red Note US expansion

Apr 16 • Ivy Yang

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Xiaomi: An Underestimated AI Narrative in China

Xiaomi's MiMo-V2-Pro topped for three weeks YET Xiaomi's stock hit a 12-month low. Introducing The AI Script series.

Apr 8 • Ivy Yang and Peiyue Wu

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Chinese Open-Source Has Entered America’s AI Products

What's new? What's original in the age AI? Kimi + Cursor Saga

Apr 2 • Ivy Yang and Peiyue Wu

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March 2026

Shein is at a Very Chinese Time in Its Life

More on my Tech in Asia Op-Ed, Manus, and China-shedding

Mar 23 • Ivy Yang

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Red Note’s AI: Dian Dian and AI search could be the next Big Thing

Red Note Signals #7

Mar 2 • Ivy Yang

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February 2026

The End of Shein's China Shedding

Shein back to its roots

Feb 24 • Ivy Yang

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January 2026

Calling the Shots Field Guide #1 Building Global Trust

I wrote a Field Guide on China Shedding and will host a working session to chat comms and PR

Jan 28 • Ivy Yang

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