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China Tech Talk

Sep 18, 2017

This week, John speaks with Patrick Dai, co-founder & chairman of Qtum foundation, about:

  • What ICOs are
  • Why companies want to do ICOs
  • How many ICOs are fraudulent
  • Why the Chinese government banned ICOs
  • How long the ban will last
  • How this will affect blockchain companies and applications

Links


Sep 8, 2017

Matt and John start with Alipay's recent "smile to pay" demo and end with a discussion on why WeChat went into payments in the first place. Along the way, they talk about:

  • Alipay and WeChat's money market funds
  • WeChat's new money market fund feature
  • The dangers and benefits of ubiquitous facial recognition
  • The role...


Aug 30, 2017

This week Matt and John talk with Dannie Li, an analyst at China Tech Insights about Jinri Toutiao, a Chinese content aggregator recently valued at $20 billion, including: 

  • Why Jinri Toutiao is so popular
  • How it is so sticky
  • Its business model and why its valuation is high
  • Why advertisers love it so much
  • Risks to the...


Aug 24, 2017

This week Matt and John talk with Daniel Ahmad, an analyst at Niko Partners about: 

  • The uniqueness of China's games market
  • The size of the e-sports industry
  • How gaming and e-sports are becoming more mainstream
  • Tencent's position in the games market
  • The role of Honour of Kings
  • Future prospects for gaming and e-sports in...


Aug 18, 2017

This week Matt and John talk with Josh Gartner, veteran China hand and VP for International Corporate Affairs at JD.com, about:

  • How JD stacks up against Amazon and Alibaba
  • Early challenges and a crucial pivot towards in-house logistics
  • Tencent as a major stakeholder
  • The move towards a greater offline presence
  • Drone...