A structured comparison of China's major technology companies across business models, competitive moats and current challenges.
NASA

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Today's Document
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TVSTRANGERTHINGS
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@ekremdum-blog
A structured comparison of China's major technology companies across business models, competitive moats and current challenges.
How NetEase built music streaming, education and other businesses alongside gaming, and what diversification actually achieved.
How Alibaba built China's dominant cloud platform from its own scaling problems, and where AI takes it next.
How Weibo became China's closest thing to a public square, and the constraints that shape what happens there.
How Ctrip became Trip.com, survived a near-total collapse in travel demand, and pursued genuine international expansion.
How Xiaohongshu became the platform where Chinese consumers decide what to buy, and why brands cannot ignore it.
How Kuaishou built a short-video giant rooted in smaller cities and rural China, with a very different culture from Douyin.
How Didi fought Uber to a standstill in China, then stumbled into the most consequential listing disaster in Chinese tech.
Whether Chinese games are becoming real cultural exports — what Black Myth Wukong signalled and what still stands in the way.
How China went from banning consoles to building the world's largest esports market with official backing.
How one-minute vertical dramas became a billion-dollar format and started conquering international markets.
How an anime fan site with scrolling comments became one of China's most culturally distinctive video platforms.
How NetEase built China's second gaming giant, and what its dramatic Blizzard split revealed about publishing power.
How licence approvals, playtime limits for minors and content review shape China's gaming industry.
How Tencent became the world's largest gaming company through domestic hits and a global acquisition spree.
How three university friends in Shanghai built the game that proved Chinese studios could lead global gaming.
What China's clean tech success actually teaches about industrial policy, scale economics and energy transition.