TikTok, Pop Mart and the Conditional Logic of Success

Emotional capitalism is the business model for both TikTok and Pop Mart

Oct 10 • 

Ivy Yang

4

1

1

September 2025

Arc’teryx × Cai Guo-Qiang: One Crisis, Two PR Strategies

Yet another example of dual-narrative gone wrong

Sep 23 • 

Ivy Yang

15

7

China's Apple Watches for Kids

Brilliant dopamine-fueled marketing, and the darker long term implications of Little Genius Watches

Sep 15 • 

Ivy Yang

10

2

3

July 2025

Labubu and the Rise of Emotional Capitalism in Downturn-Era China

Reader, I became a Pop Mart convert to write this piece

Jul 7 • 

Ivy Yang

32

3

5

May 2025

How NOT to Press Release

A case study courtesy of Temu

May 23 • 

Ivy Yang

10

8

4

The Subtle Persistence of China-Shedding

DeepSeek, Manus, and the uncomfortable truth behind identity, optics, and innovation

May 20 • 

Ivy Yang

11

4

7

April 2025

What Shein and Temu Should Say and Do Now

The Tariff Reckoning Version

Apr 18 • 

Ivy Yang

15

3

4

How NOT to Substack

Lessons from Tencent’s "Tenchnology" Substack

Apr 1 • 

Ivy Yang

37

8

10

March 2025

In the Wake of DeepSeek: What Does it Mean For China’s ByteDance, AI Four Dragons and Six Tigers?

We're diving back into China today

Published on AI Supremacy  • Mar 25

The Quiet Logistics Revolution Reshaping Global E-commerce

J&T Express earnings, exporting logistics expertise, and more

Mar 14 • 

Ivy Yang

16

1

4

Rolling with ChinaTech

DeepSeek the new benchmark, Rednote's missed opportunity, TikTok in limbo, and looming question of coexistence in the US-China tech landscape

Mar 3 • 

Ivy Yang

6

2

February 2025

How DeepSeek is Forcing China's Tech Giants to Pivot

Alibaba, Baidu, and Tencent's moves

Feb 21 • 

Ivy Yang

17

3

7