Episodes

  • Mixue: The World’s Largest Chain You’ve Never Heard Of
    Feb 27 2026

    This episode explores how Mixue Ice Cream & Tea became the world’s largest food-service chain by store count, leveraging vertical supply integration, an ultra-low-cost franchise model, and brand power like the “Snow King” mascot—while expanding into coffee and navigating scrutiny over food safety and labor practices.

    Show More Show Less
    14 mins
  • Unitree: The Low-Cost Robot Revolution
    Feb 25 2026

    This episode explores how Unitree Robotics, founded by Wang Xingxing, scaled from academic roots to a dominant global force in quadruped and humanoid robots—leveraging in-house AI motion control, cost efficiency, and aggressive expansion plans toward a potential $7 billion IPO.

    Show More Show Less
    17 mins
  • TSMC: The Backbone of the AI Chip Era
    Feb 23 2026

    This episode examines how Taiwan Semiconductor Manufacturing Company became the backbone of the global tech supply chain, dominating advanced chip production for companies like Apple and Nvidia while expanding into the U.S., Japan, and Germany to balance AI-driven growth with rising geopolitical and manufacturing pressures.

    Show More Show Less
    28 mins
  • DeepSeek and the Economics of Efficient AI
    Feb 20 2026

    This episode examines how DeepSeek, founded by Liang Wenfeng and backed by High-Flyer, leveraged Mixture-of-Experts architecture, FP8 training, and massive compute clusters to build low-cost yet competitive large language models—reshaping AI economics while sparking debates over security and regulation.

    Show More Show Less
    34 mins
  • Haidilao: The Business of Extreme Hospitality
    Feb 18 2026

    This episode explores how Haidilao, founded by Zhang Yong, scaled from a single hot pot restaurant into a global hospitality powerhouse through extreme customer service, decentralized profit-sharing management, and increasing automation—while navigating scandals, pandemic losses, and the pressures of international expansion.

    Show More Show Less
    34 mins
  • How BYD Dethroned Tesla
    Feb 16 2026

    This episode examines how BYD Company evolved from a 1995 battery startup into the world’s largest EV maker, leveraging deep vertical integration, luxury sub-brands, and massive ADAS and solid-state battery investments—while navigating global tariffs and fierce price wars in the race to dominate green transportation.


    Show More Show Less
    31 mins
  • Foxconn: The Shadow Empire Behind Your iPhone
    Feb 14 2026

    This episode explores Foxconn through its 2020 Corporate Social Responsibility report, examining how the company links workforce welfare, rural education philanthropy, green manufacturing, and emerging sectors like EVs and AI to a broader strategy of sustainable governance and long-term global growth.

    Show More Show Less
    36 mins
  • Moutai: The Fermented Grain That Outperformed Amazon.
    Feb 13 2026

    This episode examines Kweichow Moutai Co., Ltd. through its 2024 annual report, unpacking its record financial growth, state-backed strategic positioning, digital expansion via the “i Moutai” platform, capacity upgrades, and sustainability initiatives as it pushes toward long-term global ambitions by 2035.

    Show More Show Less
    28 mins