Tech Buzz China By Pandaily podcast

41:20

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 team@techbuzzchina.com. 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 83: Acquired crossover — 2021 China tech trends 1:15:39

4 years ago1:15:39

1:15:39

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 rui@techbuzzchina.com & ying@techbuzzchina.com . 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 .…

Tech Buzz China by Pandaily

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Ep. 82: Q1 China ecommerce update with BigOne Lab 30:55

4 years ago30:55

30:55

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 .…

Tech Buzz China by Pandaily

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Ep. 81: What it takes to win in China - Rui Ma with Karl Ulrich 26:40

4 years ago26:40

26:40

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 rui@techbuzzchina.com & ying@techbuzzchina.com . 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 ying@techbuzzchina.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 .…

Tech Buzz China by Pandaily

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Ep. 80: Community (grocery) group buying: The next must-win market in China? 46:01

4 years ago46:01

46:01

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 rui@techbuzzchina.com and ying@techbuzzchina.com . 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 .…

Tech Buzz China by Pandaily

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Ep. 79: Yatsen Group: Cosmetics ecommerce superstar and China’s L’Oreal for the digital age? 38:45

4 years ago38:45

38:45

In Episode 79 of Tech Buzz China , Rui and Ying talk about a company that aspires to be “China’s L’Oréal” for the digital age: Yatsen Group, owner of smash hit cosmetics app Perfect Diary (完美日记) among other brands. Though we at Tech Buzz have never directly covered the company, we have mentioned it, including in Episode 70 with Lauren Hallanan; as well during last week’s Q3 Market Trends call (link available through Dec. 9) with BigOne Lab ’s Mengyao Ren. Yatsen recently listed on the NYSE, and it’s got a nearly $12 billion market cap. Listen and follow along with us as we explore Yatsen’s founding story, their evolving strategy, reasons for their success, and the role of clever marketing. We’ll also talk about how the company’s various tactics speak to the evolution of China’s content ecommerce ecosystem. Finally, listeners will hear from Mark Tanner , the founder and Managing Director of Shanghai-based marketing and research firm China Skinny . Yup, Rui is still researching and writing on ByteDance for her ebook. You can get updates on it and to 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 rui@techbuzzchina.com and ying@techbuzzchina.com . 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 .…

Tech Buzz China by Pandaily

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Ep. 78: China’s Digital Currency Electronic Payment (DCEP) dreams 37:19

4 years ago37:19

37:19

Episode 78 of Tech Buzz China features our co-host Rui Ma in conversation with Yán Xiāo 肖妍 on the timely topic of China’s proposed national digital currency. Yan is a San Francisco-based Project Lead at the World Economic Forum with deep experience in fintech, having worked as senior legal counsel at Ant Group. She is also a lawyer by training and holds both American and Chinese legal licenses. Her current work focuses on digital payments and cross-border payments. Yan’s opinions on this episode are her own thoughts, and do not reflect those of the Forum in any way. Rui was an early observer of the cryptocurrency space, and has witnessed the rise of Bitcoin and other technologies unfold concurrently in the U.S. and China. Listen to their conversation to find out: What does Yan think about the prospects for China’s proposed digital currency, which is typically called digital yuan or digital RMB? How are these prospects affected by the existing payments and digital landscape in China? What are the key features of digital RMB? What technologies form its backbone? What are other countries doing -- what is the global landscape for this type of national initiative? Yup, Rui is still researching and writing on ByteDance for her ebook. You’ll want to get front-row updates on it and to her other work by subscribing to our newsletter, at techbuzzchina.com . You’ll also want to check out the Tech Buzz China YouTube channel , and can view all of our past transcripts on our website, as well as at pandaily.com and supchina.com . See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 77: The next thing in China ecommerce? Consumer to manufacturer (C2M) 34:46

4 years ago34:46

34:46

In episode 77 of Tech Buzz China , co-hosts Rui Ma and Ying Lu tackle a topic that has become the next big thing in China ecommerce: C2M, or consumer to manufacturer. Although the acronym itself is not new, the term has been redefined within the past two years, driven by the choices of a handful of key founders and companies. Listen to learn about why Rui and Ying think this new iteration is at once innovative and transformational, why both factories and brands stand to benefit, and what this all means for the future of manufacturing and commerce -- in China and globally. Rui is still researching and writing on ByteDance for her ebook. You’ll want to get front-row updates on it and to her other work by subscribing to our newsletter, at techbuzzchina.com . We have finished uploading all of our past episodes onto the new Tech Buzz China YouTube channel and putting them together into playlists by sector — check them out! As always, our past transcripts are viewable 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 rui@techbuzzchina.com and ying@techbuzzchina.com . Thank you to our ever-talented producers, Caiwei Chen and Kaiser Kuo, as well as to Jason MacRonald at SupChina. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 76: Lufax IPO and the end of P2P lending in China 24:26

5 years ago24:26

24:26

In episode 76 of Tech Buzz China , co-hosts Rui Ma and Ying Lu take advantage of the recent Lufax IPO filing (Chinese name: 陆金所 lùjīnsuǒ) to talk about the P2P lending industry in China, which has been an oft-requested topic! We get into China’s (lack of) regulation of the nontraditional form of financing, drivers behind the industry’s quick boom and bust, and some of the reasons Lufax is one of the few, and biggest, survivors. We have started uploading all of our past episodes onto the new Tech Buzz China YouTube channel and putting them together into playlists by sector — check it out. You’ll soon be able to find this and other relevant episodes under the “fintech” category. Yes, Rui is still researching and writing on ByteDance, for publication as an ebook! You’ll want to get front-row updates on it by subscribing to our newsletter, at techbuzzchina.com . As always, our past transcripts and other content are also viewable 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 rui@techbuzzchina.com and ying@techbuzzchina.com . Thank you to our growing community for your always valuable feedback! Thank you to our ever-talented producers, Caiwei Chen and Kaiser Kuo, as well as to Jason MacRonald at SupChina. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 75: China ecommerce SaaS: Youzan, Weimob, and WeChat mini programs 33:16

5 years ago33:16

33:16

In episode 75 of Tech Buzz China , co-hosts Rui Ma and Ying Lu talk about China ecommerce SaaS (software as a service), which currently primarily refers to WeChat ecommerce as it takes place through mini programs. Listen to learn about major players Youzan and Weimob, the difference between public and private traffic, and what Alibaba’s and Tencent’s future strategies might be given their actions up to this point. How accurate are the various players’ much-sought comparisons to Shopify, and how closely do the companies truly compare with that platform in their journeys to becoming China’s dominant ecommerce solution provider? Yes, Rui is still writing her e-book on ByteDance! You’ll want to get updates on it by subscribing to our newsletter, at techbuzzchina.com . As always, past transcripts and other content are also viewable 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 rui@techbuzzchina.com and ying@techbuzzchina.com . Thank you to our growing community for your always valuable feedback! And thanks to our ever-talented producers, Caiwei Chen and Kaiser Kuo, as well as to SupChina’s Production Associate Jason MacRonald. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 74: Ant Group: The biggest IPO…ever? 55:01

5 years ago55:01

55:01

In episode 74 of Tech Buzz China , co-hosts Rui Ma and Ying Lu talk in depth about Ant Group, Alibaba’s financial affiliate, ahead of its upcoming mega-IPO. Media reports that the company — which already holds the record for “largest-ever single private fundraise” for its $14 billion raise in 2018 — seeks to raise $30 billion. That figure would indeed make it the largest public offering the world has ever seen. We first covered Ant Group over two years ago in Episode 11 , titled “After Alibaba, Team Jack Ma’s Newest Centacorn: Ant Financial.” At the time, Ant had said it planned to transition from the payments business, which accounted for over half of revenues, into a company that would rely mostly on “technical services” for revenue. Looking back, we can see that Ant has achieved that — and more. This year, its revenues total $20 billion with a 30% net margin, and it has several diversified, significant, and growing revenue streams. But can it sustain this growth? Listen to find out: What are the major products and services that Ant offers? In what ways are these offerings mapped to the evolving financial behaviors of Chinese consumers, as well as to the existing product landscape? Where is China’s very young consumer finance industry headed, and what does that mean for Ant Group’s expansion potential and even its investments? What are its weaknesses? Is it more of a finance company, or a tech platform? Yes, Rui is still writing her e-book on ByteDance! You’ll want to get updates on it by subscribing to our newsletter, at techbuzzchina.com . As always, past transcripts and other content are also viewable 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 rui@techbuzzchina.com and ying@techbuzzchina.com . Thank you to our growing community for your always valuable feedback! And thanks to our ever-talented producers, Caiwei Chen and 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 .…

Tech Buzz China by Pandaily

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Ep. 73: KE Holdings: China’s second largest platform? 35:51

5 years ago35:51

35:51

In episode 73 of Tech Buzz China , co-hosts Rui Ma and Ying Lu return to the typical deep-dive format you’ve come to expect, with a timely look into recently listed real estate tech platform Beike 贝壳, or KE Holdings (BEKE). In addition to talking about the two-year-young company, we explore the realities of the Chinese real estate industry, which operates completely differently from (and is arguably messier than) the industry here in the U.S. We cover KE Holdings’ founder story, the company’s relationship to traditional real estate brokerage business Lianjia 链家, and the role of government policies in developing China’s real estate sector. Listen to find out: What are Beike’s core value propositions to its users? How does it make money, and in what ways is it similar to Redfin or Zillow? How apt is the statement “Alibaba is to retail as KE Holdings is to real estate”? Why does this opportunity exist in China, is it even more massive than meets the eye, and what factors within the local market dynamics make it possible? Yes, Rui is still writing her e-book on ByteDance! You’ll want to get updates on it by subscribing to our newsletter, at techbuzzchina.com . As always, past transcripts and other content are also viewable 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 rui@techbuzzchina.com and ying@techbuzzchina.com . Thank you to our growing community for your always valuable feedback! And thanks to our ever-talented producers, Caiwei Chen and Kaiser Kuo. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 72: What makes TikTok tick: A dialogue with Eugene Wei 1:08:32

5 years ago1:08:32

1:08:32

Episode 72 of Tech Buzz China features product expert Eugene Wei in conversation with our co-host Rui Ma on the timely topic of TikTok and the mechanics of what makes the app so successful. Tune in to learn why Rui calls TikTok an “algorithmic entertainment platform” and why Eugene terms TikTok’s algorithm the “ Sorting Hat .” You’ll also learn why the app was well situated in coming out of China, and what the future ownership and trajectory of TikTok in the U.S. might be. This is a special episode for Tech Buzz — so tune in! We recorded today’s program on the heels of President Trump’s executive order banning “any transactions” with TikTok or its parent company, ByteDance, by any U.S. resident. Though Tech Buzz usually covers Chinese tech companies in China — for example, our popular episode on ByteDance’s overall rise does just that — this headline was too significant for us to pass without a comment. After all, TikTok is the first non-utility app and consumer internet product made by a Chinese company that has really hit it big globally. Not to mention, Rui is currently working on an e-book on ByteDance! You can get updates on it by subscribing to our newsletter, at techbuzzchina.com . As always, past transcripts and other content are also viewable at pandaily.com and supchina.com . If you enjoy our work, please do let us know by leaving us an iTunes review, and by tweeting at us at @techbuzzchina . We also read your emails, at rui@techbuzzchina.com and ying@techbuzzchina.com . Thank you to our growing community for your always valuable feedback! We are grateful for our talented producers, Caiwei Chen and Kaiser Kuo. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 71: Industry trends in China’s COVID-19 recovery, with Mu Chen 29:44

5 years ago29:44

29:44

Episode 71 of Tech Buzz China features Mu Chen in conversation with our co-hosts Ying Lu and Rui Ma , on the topic of digital and consumption trends in China. Mu is the founder and CEO of BigOne Lab (百观Lab), a data intelligence firm for investors. He discusses recent data and trends from key industries such as delivery, recruitment, logistics, travel, online spending, and gaming to illustrate how China’s economy is recovering from the downturn caused by COVID-19. This is the fourth in a series of experimental episodes that we will be releasing this summer. Today’s is a lightly edited version of a live webinar that Tech Buzz held in July. To hear these — and more! — as they happen live, you can sign up for free at techbuzzchina.com/events . Note that the unedited version of this track can be found on our Tech Buzz China YouTube channel . As always, past transcripts and other content are viewable at pandaily.com and techbuzzchina.com . If you enjoy our work, please do let us know by leaving us an iTunes review, and by tweeting at us at @techbuzzchina . We also read your emails, at rui@techbuzzchina.com and ying@techbuzzchina.com . Thank you to our growing community for your always valuable feedback! We are grateful for our talented producers, Caiwei Chen and Kaiser Kuo, as well as SupChina production associate Jason MacRonald. Amidst the continued global pandemic, and during this particularly chilly time in the U.S.-China relationship, our thoughts go out to listeners who have been personally affected. Stay safe, and be well. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Tech Buzz China by Pandaily

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Ep. 70: Livestreaming ecommerce with Lauren Hallanan 40:33

5 years ago40:33