We team up with two of the very best English-language analysts covering China tech today, Rui Ma and Ying Lu from the Tech Buzz China podcast, to talk about the big trends happening on the ground in China right now. We've had Rui and Ying's episodes on repeat in our own podcast players for many years as we researched our Meituan, PDD, Tencent and Alibaba episodes, and we're so excited to have them finally join us live. We had a blast and learned much more about what's actually happening in the world's largest market than the relative trickle...
We team up with two of the very best English-language analysts covering China tech today, Rui Ma and Ying Lu from the Tech Buzz China podcast, to talk about the big trends happening on the ground in China right now. We've had Rui and Ying's episodes on repeat in our own podcast players for many years as we researched our Meituan, PDD, Tencent and Alibaba episodes, and we're so excited to have them finally join us live. We had a blast and learned much more about what's actually happening in the world's largest market than the relative trickle of news Western audiences normally receive. Tune in!
LP Book Club Announcement!
The Acquired LP Book Club is officially returning! We are super excited to have Brad Stone join us on May 21st to discuss his sequel to the Everything Store, Amazon Unbound. We'll be interviewing Brad on Zoom with Acquired LPs “live in the audience”, and Q+A to follow. You can join and become an LP here: https://acquired.fm/lp/
Sponsors:
- Thanks to Kevel for being our presenting sponsor for this special episode. Kevel provides API infrastructure to quickly build custom ad platforms for sponsored listings, internal promotions, native ads, and more — customers include Yelp, Rappi, OfferUp, Mozilla, Strava, and many other large apps and platforms. In true Acquired fashion, Kevel and CEO James Avery have put together a fun page showcasing the company's "history & facts", which you can find here: http://bit.ly/acquiredkevel !
- Thank you as well to Masterworks and to Perkins Coie. You can learn more about them at:
- http://bit.ly/acquiredmasterworks (use code “Acquired” to skip the waitlist)
- http://bit.ly/acquiredperkins
Topics and trends covered:
- How Rui and Ying stay on top of trends in China tech remotely from the US
- The rise of “tech company like” CPG and other consumer brands in China and extremely fast product development and iteration: e.g., Genki Forest, Perfect Diary and Shein
- Community group buying and the reinvention of commerce in rural China (along with an eye-opening discussion of what qualifies as “rural” in China... which is very different from the West!)
- Autonomous and electric vehicle design and production in China (which is the world's largest car market), and the government's push for China to become a global leader in both
- The current state of anti-trust in China and why investors and operators on the ground in China are optimistic about recent developments
Links:
- Tech Buzz China: https://www.techbuzzchina.com
- TBC's fantastic Insider community for investors and operators: https://www.techbuzzchina.com/insider
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