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As the coronavirus swept through China, communities, local governments, and business have been trying to figure out how to best follow social isolation rules. This being China, of course, tech majors and telcos jumped at the chance to serve the
The coronavirus epidemic doesn't show any signs of getting any better just yet. While the future of the outbreak is still unclear, the winners and losers of this are clear. In this episode, Matt and John discuss how the coronavirus is changing
This episode, Matt and John embark on a wide-ranging discussion about China tech in 2019. Using Bytedance as a lens, they explore the disruptive power of new companies, Bytedance's successes and challenges outside of China, as well as what the
China's social credit system (SCS) gets a lot of attention outside of China yet it's still very misunderstood. Many scholars and China watchers have shed light on the topic, but none have done it so concisely and accessibly as Kendra Schaefer a
After an extended hiatus, John and Matt are back! This week, they look at the increasingly effective trend of private traffic. Powered by WeChat and its mini programs, marketers and brands are increasingly creating and driving organic traffic t
Just weeks after Facebook announced their Libra cryptocurrency project, the People's Bank of China has become quite vocal about their on-going project. Most recently, the PBOC announced that China's digital currency is "nearly ready." Following
Just weeks after Facebook announced their Libra cryptocurrency project, the People's Bank of China has become quite vocal about their on-going project. Most recently, the PBOC announced that China's digital currency is "nearly ready." Following
At the end of 2018, Connie Chan of Andreesen Horowitz, wrote about how podcasts in China monetize. However, what she calls podcasts aren't really what we call podcasts: they're more like paid-for educational audio content. Podcasting, like what
In the tech and startup ecosystem, there's always another conference to attend. The landscape isn't all that clear, however, with some conferences getting more public hype and others keeping it low-key. After organizing and attending many of th
In June, Carrefour sold 80% of its China operations to electronics retailer Suning. The news is representative of a much broader shift in the new retails space. When we first covered new retail in 2018, unmanned stores were gaining traction and
On June 18, Facebook announced the Libra cryptocurrency, a solution to their P2P payments conundrum. As to be expected, this move has gotten a lot of attention. In China, that attention has taken the form of comparing Libra to Tencent's breakth
Facial recognition has taken off in China. Perhaps the most widely implemented use case, facial recognition is used to deter jaywalkers, track attention and behavior in schools, catch criminals, monitor live streamers, and more. Unlike Western
Last week, the White House announced a ban on US companies doing business with companies deemed a security risk. Over the weekend, Google announces that they must suspend Huawei's access to Android. This episode, Matt and John have a short disc
China’s online peer-to-peer lending industry has been in turmoil for the last three years as financial regulators have clamped down as part of “de-risking” efforts. Tuandai.com, a top P2P lender, collapsed in March due to turnover problems. As
With the number of English speakers around the world, it's no surprise that Chinese AI experts and engineers are keeping up with developments across the Pacific. However, the same is not true when it comes to the Chinese language. Indeed, Andre
Free cash flow is cash a company can use for whatever they want. If Pinduoduo is free cash flow positive they’ll likely be able to continue their growth spend and get even larger. If its free cash flow negative, the growth plan will put too muc
One of the earliest companies to get into bitcoin mining, Bitmain makes and sells mining equipment and manages one of the world's largest bitcoin mining pools. A controversial company in the space (as are most), Bitmain backed the Bitcoin Cash
All of China's most visible mobility players have undergone significant change over the last 12 months. Ofo is on the verge of collapse, Mobike is now Meituan Bike, and Didi is grappling with how to move past their existential safety problem.L
Early last year, the central government put a freeze on gaming approvals, shutting out many big titles from making money, including PUBG and Fortnite. However, in December, they reopened approvals only to find themselves with a 6-month backlog,
While everyone is talking about China's expansion into Southeast Asia, China's largest neighbor has become the real target for China's tech companies. This week, Shadma Shaikh, writer at Factor Daily, joins us to discuss the takeover and what I
This week saw a multitude of messaging app announcements. First was WeChat's Open Class PRO featuring a four-hour speech from Allen Zhang. Then, on the same day, Bytedance announced their own messaging app (Duoshan 多闪), what appears to be a clo
This week, Matt and John take a look at the stories and trends of 2018, including gaming restrictions, Tencent's restructuring, the delivery and coffee wars, WeChat mini programs, and Bullet Messenger
This week, Matt and John take a look at the stories and trends of 2018, including ZTE/Huawei, AI in China, Bytedance, blockchain, and the death of bike rentals. This is the first of two parts.
This week, John and Matt talk with Shai Oster, Asia bureau chief for The Information, about the rash of Chinese IPOs in a down market, looking at Tencent Music, Xiaomi, Pinduoduo, Meituan Dianping. We also talk about the possibilities for Byted
Bytedance, formerly known as Jinri Toutiao, is on deck for discussion this week. Beginning from pure textual content and recommendation, Bytedance has seemingly found the key to human attention. While this makes for a great product, and compell
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