Show Notes
Episode 51 of TechBuzz China is our second consecutive show that is in a unique format. It features a replay of TechBuzz co-host Rui Ma’s recorded call on SupChina Access, which was originally aired live on July 23. The conversation is moderated by Jeremy Goldkorn, editor-in-chief of SupChina. As longtime listeners know, we are proudly one of the most long-standing podcasts within SupChina’s Sinica Podcast Network. In this episode, Jeremy prompts Rui to speak on some of the hottest topics, trends, and companies covered in past TechBuzz episodes: Luckin Coffee, e-cigarettes, Baidu, Bytedance, EV carmakers, real estate platforms, and 996 work culture. Overall, it serves as a great intro to the past TechBuzz episodes, if you haven’t already listened to them! In addition, listen in to hear Rui share her expertise on: What is the current macro environment for venture capital and startups in China — is the “tech winter” really coming? What is the status of the STAR market that just launched, and how will it affect the growth of the innovation economy? Does Rui believe that U.S. startups can realistically enter China? What is the most interesting Chinese tech company that Rui knows of, and that listeners on the call may not yet have heard of? What are her thoughts on the business models or revenue models that are unique to China? Is reporting in China “real” — in other words, could a story like Theranos also happen there? SupChina is an independent digital media company dedicated to informing, entertaining, and educating a global audience about business, technology, politics, and culture in China, and SupChina Access is its paid membership that provides even more content, including conference calls such as what you hear on this session with Rui. So, if you enjoy this episode, you should head to SupChina for details on membership. As always, thank you to the entire SupChina team for your constant support. You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us at @techbuzzchina! We do truly appreciate your feedback. Thank you also to our listeners over at our partner, dealstreetasia.com. We are grateful for our supportive and talented producers, Shaw Wan and Kaiser Kuo, and for our intern, Wang Menglu. Listeners who are interested in visiting China but don’t know where to begin should check out Pandaily’s one-week immersion into China’s tech scene, taking place October 13–19, 2019: decode.pandaily.com. This trip is not to be confused with TechBuzz China’s inaugural invite-only China Investor Trip for public market investors, which will be held October 7–13. Watch out for TechBuzz meetups held in both Beijing and Shanghai! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
More from Tech Buzz China by Pandaily
Episode 84 of Tech Buzz China features co-host Rui Ma in conversation with Gary Liu, CEO of the South China Morning Post on the hottest five trends shaping the China internet industry in 2021: tightening regulations, bumpy roads for IPOs, overseas expansion plans, shifting demographics, and growing private domain traffic. SCMP is a leading news media company that has reported on China and Asia for more than a century with global impact. If you would like to read the full 2021 China Internet Report, download it at https://sc.mp/cir-2021, and it's free! Also, Tech Buzz China is growing! We have a Livecast series of interviews with entrepreneurs and investors in China tech — TBC Livecast. It's mostly recorded live in front of our new paid community Tech Buzz China Insider. For TBC Insiders, we have an active Discord server, a forum, and regular members-only events. If you're really into China tech, join us starting with the quiz. And finally, if you’re an accredited investor, consider applying to our investment syndicate, more information is available at techbuzzchina.com/invest. In addition, you can follow us at techbuzzchina.com, subscribe to our YouTube channel, tweet at us at @techbuzzchina, and write to us at [email protected]. As always, our transcripts are available on our website, as well as at pandaily.com. Thank you to our teams at SupChina and Pandaily, and especially to Bryce Ye, and Kaiser Kuo. If you enjoy our work, please leave us an iTunes review! They do matter and we appreciate it so much!
The Acquired podcast puts out some of the very best business and technology content out there, and is one of our co-hosts’ favorite listens. Ben Gilbert and David Rosenthal are inspirations, and so we’re always flattered to be referenced as the “Acquired of China tech”! We had a lot of fun recording this episode together. Here at Tech Buzz, we typically write out our scripts ahead of time, and this was a rare chance to go unscripted. Let us know how we did! As Tech Buzz continues to broaden our content formats, you can follow us at techbuzzchina.com, subscribe to our YouTube channel, join us in the Inside Asia group on Clubhouse, tweet at us at @techbuzzchina, and write to us at [email protected] & [email protected]. As always, our transcripts are available on our website, as well as at pandaily.com and supchina.com. Thank you to our teams at SupChina and Pandaily, and especially Bryce Ye, Kaiser Kuo, and Jason MacRonald. If you enjoy our work, please leave us an iTunes review! They do matter and we appreciate it so much! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
One of Tech Buzz China’s partners is leading alternative data firm BigOne Lab, who is one of the best sources on detailed operational data for large Chinese tech companies. In Tech Buzz's quarterly update, BigOne's head of research, Robert Wu, joined Rui for a live webinar going over everything interesting among the big China ecommerce players, which are now Alibaba, JD, Meituan, Pinduoduo, Douyin, and Kuaishou. We begin with the latest in community group buying, the group-buying next-day pickup business model that is sweeping over China. We go over market shares, warehousing efficiencies, and best-selling items and explain what that means in terms of strategy across the big players. We also talk about how much progress the Douyin and Kuaishou platforms have made in ecommerce, but point out their weaknesses vis-a-vis Alibaba, who is still the towering giant in the space. We touch upon what GMV breakdowns look like across the platforms, and finally end up with some interesting observations you might not have expected regarding creator engagement in Douyin and Bilibili. If you are new to these companies, we highly suggest checking out episodes 28, 55, 57, and 80 on ByteDance, Kuaishou, Bilibili, and community group buying, respectively. Although we edited the audio to make it easy to follow along, such events in the future are best experienced live, as much of the data is presented visually! To sign up for future events like this, please go to www.techbuzzchina.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Episode 81 of Tech Buzz China continues our series of audio experiments, and features co-host Rui Ma in conversation with Wharton professor Karl Ulrich on his latest book, Winning in China. The book was co-authored with Wharton Global Fellow Lele Sang, and presents 8 carefully researched case studies of successes and failures, from Amazon to Sequoia Capital. The episode is a recording of a conversation that was broadcast live on the Clubhouse app on February 1. As Tech Buzz continues to broaden our content formats, you can follow us at techbuzzchina.com, subscribe to our YouTube channel, join us in the Inside Asia group on Clubhouse, tweet at us at @techbuzzchina, and write to us at [email protected] & [email protected]. As always, our transcripts are available on our website, as well as at pandaily.com and supchina.com. If you are a Tech Buzz listener and would like a free copy of Karl and Lele’s book, please email us at [email protected]. Thank you to our teams at SupChina and Pandaily, and especially Bryce Ye, Kaiser Kuo, and Jason MacRonald. If you enjoy our work, please leave us an iTunes review! They do matter and we appreciate it so much! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In episode 80 of Tech Buzz China, Rui and Ying talk about community group buying 社区团购 shèqū tuángòu, or CGB, which is the hottest thing in China tech right now. In addition to startups raising crazy funds — one just raised $700 million — the internet giants have all gone in with guns blazing, and investors are bullish. Listen and follow along with us as we explore what exactly CGB is, and what makes it so special — and controversial. Listeners will also hear from one of our favorite China tech writers, Lillian Li of the Chinese Characteristics newsletter, who just wrote two issues on this topic. Yup, Rui is still researching and writing on ByteDance for her ebook. You can get updates on it and our other work by subscribing to her newsletter, at techbuzzchina.com. Be sure to also check out the Tech Buzz China YouTube channel, which has some video-only content. Our transcripts are available on our website, as well as at pandaily.com and supchina.com. If you enjoy our work, please do let us know by leaving us an iTunes review (drop us a note saying you did, and we’ll send you an Extra Buzz newsletter subscription), and by tweeting at us at @techbuzzchina. We also read your emails, at [email protected] and [email protected]. Thank you to our teams at SupChina and Pandaily, and especially Caiwei Chen, Kaiser Kuo, and Jason MacRonald. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.