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China Tech Talk

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...


Aug 11, 2017

This week Matt and John talk with Neil Woodfine, former COO at Remitsy about:

  • What bitcoin and blockchain are
  • What Ethereum might be
  • Why ICOs don't make sense
  • How bitcoin is going to play a bigger part in decentralized transactions
  • Why bitcoin is so big in China and should we be worried

Links


Aug 4, 2017

This week Matt and John talk with Kaiser Kuo, veteran China hand and former International Communications Director for Baidu, about:

  • What the early China internet was like
  • How he joined Baidu
  • How Chinese companies are like ice age tribes
  • VPNs in China
  • Future prospects for the company

Links