Jan 16, 2019
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 clone of Snapchat, and Bullet Messenger announced their upgrade and rebrand...
Jan 1, 2019
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
Dec 22, 2018
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.
Dec 16, 2018
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 Bytedance and Ant Financial IPOs in 2019.
Dec 9, 2018
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 compelling business, whether they can make it in the US market is...