Insights

Our perspectives

Our thinking on growth, brands and markets — viewpoints and notes from the TLU team

Perspective · ConsumerJuly 22, 2026

The GuZi Economy: A Hundred-Billion Track of Emotional Value and a Brand Playbook

The GuZi economy is not a fad but a structural consumption shift — a 168.9 billion yuan market growing at 40%, yet store closures and speculation controversies show that only brands grasping the underlying logic of ita-culture will survive the cycle.

Perspective · ConsumerJuly 14, 2026

Not Selling Hardware, Selling Bonds: A Brand Playbook for the Pet Smart and Emotional Consumption Sector

The pet smart hardware and emotional consumption sector is a structural growth opportunity driven by pet humanization and AI cost reduction — the winning playbook is to go narrow on health data, build trust through authentic content, and design for global from day one.

Audio · FounderMarch 17, 2026

China brands going global

A founder's notes on what 'going global' really means — localization, consumer differences, and learning from DJI

Listen · 4 clips

Audio · FounderMarch 30, 2026

AI, and 'raising lobsters'

On AI replacing repetitive work, the cost of supervising it, and why China's environment is unique

Listen · 4 clips

Audio · FounderNovember 18, 2025

The pet economy

Pets as emotional anchors, a category exploding in variety, and the gaps in healthcare and brand building

Listen · 4 clips

PerspectiveJune 28, 2026

Technology that understands business

Why the next wave of growth comes not from more data, but from closing the loop between insight, decision and execution