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 hop on a plane to China.

Jun 15 • Ivy Yang

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4

4

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

23

8

6

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

10

3

2

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

20

2

5

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

20

2

6

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

13

2

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

25

2

10

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

23

5

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

18

5

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

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