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 of AI? Kimi + Cursor Saga

Apr 2 • Ivy Yang and Peiyue Wu

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2

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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

6

1

February 2026

The End of Shein's China Shedding

Shein back to its roots

Feb 24 • Ivy Yang

24

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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

6

1

Once a Year on Red Note: Are TikTok Refugees Becoming Digital Migratory Birds?

Red Note Signals #6 in light of the recent TikTok news

Jan 27 • Ivy Yang and Peiyue Wu

21

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Red Note Signals #5 When Chinese Virtual Boyfriends Go Global, Fans Dispute Their Chineseness

Peiyue and I go very deep on Chinese virtual boyfriends going global and Red Note Feminism

Jan 24 • Ivy Yang and Peiyue Wu

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Red Note Signals #4 CES 2026 Shows the U.S. Market Still Fuels China’s Tech Dream

CES was a big China go global party, was it worth it?

Jan 12 • Ivy Yang and Peiyue Wu

13

4

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Manus Shows How China-Shedding Works

The Manus deal shows how to survive reverse CFIUS: U.S. control, clean cut with China with no room for ambiguity.

Jan 5 • Ivy Yang

16

4

December 2025

Defy Drift: The Signals I’m Watching in 2026

Emotional capitalism everywhere. AI outpacing governance. Motherhood as a battleground. Communications in a fragmenting media landscape...

Dec 29, 2025 • Ivy Yang

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Red Note Signals #3: Taiwan’s Red Note Ban and the Politics of Safer Targets

Taiwan’s recent decision to block Red Note turned into a textbook case of the forbidden fruit effect, where what is restricted instantly becomes more…

Dec 17, 2025 • Ivy Yang and Peiyue Wu

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