China Tech Talk

45: Tencent vs Alibaba - The battle for China’s offline retail with WSJ’s Liza Lin

An episode of China Tech Talk

By TechNode
China Tech Talk is a weekly podcast about what's happening on the ground in China's tech and startup ecosystems.

It is hosted by John Artman, Editor-in-Chief of TechNode English, and Matthew Brennan, founder of ChinaChannel
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84: Facebook's Libra and China's Central Bank with Zennon Kapron
Just weeks after Facebook announced their Libra cryptocurrency project, the People's Bank of China has become quite vocal about their on-going project. Most recently, the PBOC announced that China's digital currency is "nearly ready." Following on from our previous conversation about Libra and QQ Coin, this week we're joined by Zennon Kapron, director of Kapronasia, to look at what Libra means in a global context as well as China's plans to launch its own digital currency. Key questions What are the biggest implementation and adoption challenges for Libra? Why don't governments like cryptocurrency? How does a digital currency affect the RMB's status? What are the downsides of a digital fiat currency? Links China Tech Talk 33: Fintech IPOs and the future of money in China with Zennon Kapron China Tech Talk 80: Libra lessons from WeChat and QQ China fast-tracks development of national digital currency in response to Libra China’s digital fiat currency is ‘nearly ready’ for launch: PBOC official WeChat Conference: CHina CHat 2019! Become a member of TechNode Squared Guest Zennon Kapron, @ZennonKapron Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @mbrennanchina, ChinaChannel Editor Peter Isachenko Podcast information iTunes Spotify RSS feed Music: “Theme from Penguins on Parade” by Lee Rosevere, Music for Podcasts 3
52:37
August 19, 2019
83: Podcasting and why the open web is dead in China with Rio Zhan
At the end of 2018, Connie Chan of Andreesen Horowitz, wrote about how podcasts in China monetize. However, what she calls podcasts aren't really what we call podcasts: they're more like paid-for educational audio content. Podcasting, like what we do at China Tech Talk, is actually still very immature in China. But that doesn't mean there aren't content creators following the "traditional" podcasting model. To talk about this, we're joined this week by Rio Zhan, early stage VC and host of the Crazy Capital podcast. We share notes on podcasting and talk about how China's content models have evolved away from the open web. Key questions Why is the China market different for audio content? Why is the open web almost non-existent in China? What role does culture play in creating acceptance of paying for content? How might Facebook's Libra enable monetization for Western podcasts? Links Crazy Capital (in Chinese) Outgrowing Advertising: Multimodal Business Models as a Product Strategy The Dark Forest Theory of the Internet WeChat Conference: CHina CHat 2019! Become a member of TechNode Squared Guest Rio Zhan, @RioJot Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Editor Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
1:01:05
August 11, 2019
82: Tech conferences in China
In the tech and startup ecosystem, there's always another conference to attend. The landscape isn't all that clear, however, with some conferences getting more public hype and others keeping it low-key. After organizing and attending many of them, John and Matt sit down this week to go over what's out available, what makes certain conferences different, and which are some of the best to attend and why. Key questions What kinds of conferences are there? What should you consider before going to a conference in China? How do conferences monetize? How much work goes into a successful conference? Links WeChat Conference: CHina CHat 2019! Become a member of TechNode Squared Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Editor Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
47:52
July 30, 2019
81: The new new retail with Michael Norris
In June, Carrefour sold 80% of its China operations to electronics retailer Suning. The news is representative of a much broader shift in the new retails space. When we first covered new retail in 2018, unmanned stores were gaining traction and it was unclear if Alibaba was going to win. In 1.5 years, unmanned stores are almost dead and Alibaba is a clear winner.  To discuss this shift, we're happy to welcome Michael Norris, research and strategy manager at AgencyChina. This episode was recorded on June 25, 2019. Key questions: Why would Suning be interested in Carrefour? How did JD lose the new retail battle? What makes Hema and the Alibaba model so successful? What makes the China market so difficult for non-China retailers? Links New Retail Keynote (Dropbox) Carrefour sells 80 per cent of its Chinese retail operations to Suning for 4.8 billion yuan Why it’s time to wake up and smell the coffee on Luckin WeChat Conference: CHina CHat 2019! Become a member of TechNode Squared Guest Michael Norris, LinkedIn Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Editor Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
54:00
July 17, 2019
80: Libra lessons from WeChat and QQ
On June 18, Facebook announced the Libra cryptocurrency, a solution to their P2P payments conundrum. As to be expected, this move has gotten a lot of attention. In China, that attention has taken the form of comparing Libra to Tencent's breakthrough Q Coin as well as how WeChat has integrated payments. Key questions: What is Q Coin? What's the difference between a virtual currency and a cryptocurrency? What is the relationship between Libra, Calibra, and Facebook? Will China ever have something like this? Links Everything you need to know about Libra, Facebook’s ambitious cryptocurrency Can Facebook’s Libra replicate WeChat Pay’s digital payment dominance? Facebook, Libra, and the Long Game FACEBOOK’S CALIBRA IS A SECRET WEAPON FOR MONETIZING ITS NEW CRYPTOCURRENCY Become a member of TechNode Squared Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Editor Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
56:02
July 3, 2019
79: Facial recognition, AI, and privacy in China with Zen Soo
Facial recognition has taken off in China. Perhaps the most widely implemented use case, facial recognition is used to deter jaywalkers, track attention and behavior in schools, catch criminals, monitor live streamers, and more. Unlike Western countries, China's privacy protections laws are almost non-existent, but that is changing with draft legislation soon to be released Key questions: What is China's plan for facial recognition? How is facial recognition being used now? What are the local attitudes toward the technology? Links Video: Facial recognition is on the rise in China Upgraded AI surveillance helps nab student suspected in mother’s murder Inside China Tech podcast Become a member of TechNode Squared Guest Zen Soo, @zensoo, SCMP Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Editor Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
44:38
June 3, 2019
78: Hot take—Huawei after Google
Last week, the White House announced a ban on US companies doing business with companies deemed a security risk. Over the weekend, Google announces that they must suspend Huawei's access to Android. This episode, Matt and John have a short discussion about what the announcement means for Huawei and what the company may be able to do about it. Correction: In this episode, John says that "HongMeng OS" could be translated as "Red Dream." This is incorrect. The characters for HongMeng are 鸿蒙 and refers to the Chinese mythology's primal chaos. Links Hongmeng, Huawei’s proprietary OS, incorporates next-generation technology Shanghai tech board to push semiconductor independence Why Huawei’s ‘wolf culture’ will help telecom titan fight off attacks and thrive Halt and Catch Fire (TV series about making an OS) Frontline: Trump's Trade War Become a member of TechNode Squared Get your tickets to the first annual Emerge  Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Editor Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
35:58
May 21, 2019
77: Peer-to-peer lending in China—Tech-driven shadow banking with Andrew Polk
China’s online peer-to-peer lending industry has been in turmoil for the last three years as financial regulators have clamped down as part of “de-risking” efforts. Tuandai.com, a top P2P lender, collapsed in March due to turnover problems. As of February, the platform had more than 220,000 investors with RMB 14.5 billion ($2.15 billion) in outstanding loans. The company is under investigation for illegal fundraising, leading to the arrest of 41 people so far, including co-owners Tang Jun and Zhang Lin. This week, Andrew Polk, partner at Trivium China, joins us to discuss what's happening with the P2P lending industry in China.  Key questions: What role has the government played in the growth and death of P2P lending? How is the crackdown on cryptocurrency different from the tightening regulations around P2P lending? Are P2P companies really tech companies, as many claim? Can we expect companies like Dianrong to survive this round of government scrutiny? Links 22: P2P lending, retail banking, and the future of online services with Ling Kong The Trivium Tip Sheet Become a member of TechNode Squared Get your tickets to the first annual  Guest Andrew Polk, @andrewpolk81 Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Producer Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
52:00
May 7, 2019
76: US vs China—AI asymmetries with Jeffrey Ding
With the number of English speakers around the world, it's no surprise that Chinese AI experts and engineers are keeping up with developments across the Pacific. However, the same is not true when it comes to the Chinese language. Indeed, Andrew Ng, former Chief Scientist at Baidu and co-founder of Coursera, made this exact point years ago when interviewed about China's AI progress. Jeffrey Ding, China lead for the Center for the Governance of AI, is trying to change that information asymmetry with his ChinAI newsletter featuring translations of Chinese thought leadership in AI. Links ChinAI newsletter How I learned to stop worrying and love surveillance capitalism 62: AI Superpowers with Kai-Fu Lee TechNode Podcast Network Guest Jeffrey Ding, @jjding99 Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Producer Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
48:50
April 16, 2019
75: Pinduoduo's free cash flow problem with James Hull
Free cash flow is cash a company can use for whatever they want. If Pinduoduo is free cash flow positive they’ll likely be able to continue their growth spend and get even larger. If its free cash flow negative, the growth plan will put too much strain on their cash position and, it will eventually fail. To say it simply: the stakes are high.  This week, we're joined by James Hull, professional investor and co-host of the China Tech Investor podcast, to take a look at Pinduoduo's actual financial health. Links Pinduoduo’s free cash flow conundrum 43: The e-commerce platform becoming a threat to Alibaba with Thomas Graziani China Tech Investor podcast TechNode Podcast Network Guest James Hull, @jameshullx Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Producer Peter Isachenko Podcast information  iTunes Spotify RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
52:48
April 9, 2019
74: Bitmain, Bitcoin Cash, and the future of crypto with Nishant Sharma
One of the earliest companies to get into bitcoin mining, Bitmain makes and sells mining equipment and manages one of the world's largest bitcoin mining pools. A controversial company in the space (as are most), Bitmain backed the Bitcoin Cash fork as well as the subsequent fork into Bitcoin Cash ABC. This week we are joined by Nishant Sharma, International PR and Communications Director at Bitmain, to talk about the company, some of their tech, as well as their future plans. This episode was recorded on January 31, 2019. Links How the world’s largest bitcoin miner is taking on AI’s most powerful players Bitmain co-founder Wu Jihan may be departing from core business TechNode Podcast Network Guest Nishant Sharma, @nishantsharma87, LinkedIn Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Producer Peter Isachenko Podcast information  iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
48:18
March 18, 2019
73: Mobility's maturation and misery: One ofo doesn't ruin everything
All of China's most visible mobility players have undergone significant change over the last 12 months. Ofo is on the verge of collapse, Mobike is now Meituan Bike, and Didi is grappling with how to move past their existential safety problem. Links Failures and opportunities: A pivotal moment for China’s mobility industry TechNode Podcast Network Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Producer Peter Isachenko Podcast information  iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
53:08
March 3, 2019
72: Gaming regulation rectification with Daniel Ahmad
Early last year, the central government put a freeze on gaming approvals, shutting out many big titles from making money, including PUBG and Fortnite. However, in December, they reopened approvals only to find themselves with a 6-month backlog, leaving giants Tencent and Netease still unable to monetize their biggest hits. Daniel Ahmad, analyst at Niko Partners, joins us again to talk gaming regulation in China, the role of mini games in the WeChat vs Douyin battle, and how Steam is faring in the Middle Kingdom. Links Niko Partners China Tech Talk 18: China's gaming and e-sports industry with Daniel Ahmad Guest  Daniel Ahmad, @ZhuGEX Hosts  John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Producer Peter Isachenko Podcast information  iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
54:52
February 25, 2019
71: The Chinese takeover of the Indian app ecosystem with Shadma Shaikh
While everyone is talking about China's expansion into Southeast Asia, China's largest neighbor has become the real target for China's tech companies. This week, Shadma Shaikh, writer at Factor Daily, joins us to discuss the takeover and what Indian entrepreneurs are learning from their Chinese counterparts.
44:38
January 28, 2019
70: WeChat vs TikTok: China's Stories
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 to Liaotianbao (聊天宝). All three events, and the recent update to WeChat 7.0, raise interesting questions about the messaging market, WeChat's primacy, and the ascendancy of Bytedance.
56:31
January 16, 2019
69: Restrictions and restructurings — 2018 in review, part 2
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
1:04:08
January 1, 2019
68: The year that tech became political — 2018 in review, part 1
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.
1:02:01
December 22, 2018
67: IPOs in a bear market with Shai Oster
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. Links China Tech Talk 49: The Xiaomi IPO with The Information’s Shai Oster What China’s history of overseas tech IPOs says about the current wave TechNode IPO coverage Sign up for TechNode newsletters Subscribe to The Information Guest Shai Oster - The Information author page, @beijingscribe  Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @mbrennanchina ChinaChannel Podcast information iTunes RSS feed China Tech Talk.com Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3  
1:10:48
December 16, 2018
66: The next Facebook will be Chinese
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 still unclear.
1:03:29
December 9, 2018
Introducing China Tech Investors
China Tech Investors is the latest addition to the TechNode podcast network. Each week, the hosts look at publicly listed Chinese companies and have an interview with an expert to talk about companies and issues affecting the markets. This week they talk G20 and China-US tensions with Chris Balding. Search in iTunes or your favorite podcast app for "China Tech Investor" to subscribe.
1:17:21
December 7, 2018
65: Walmart China: Ted Hopkins live from TechCrunch Shenzhen
Ted Hopkins, Senior Director of Walmart Ecommerce, joins us to talk about mini programs, eliminating lines in stores, and the future of retail in China.
44:09
December 5, 2018
64: China's VR market: Alvin Wang Graylin live from TechCrunch Shenzhen
Alvin Wang Graylin joins us this week from the sidelines of TechCrunch Shenzhen to talk about the broader potential of VR and the specific outlook for VR in China.
53:25
November 27, 2018
63: Mafengwo and fake numbers in China
Wang Boyuan is back! This time we're talking about Mafengwo and the curious case of extremely unreliable numbers in China. Not only Mafengwo, but also Alibaba, JD.com, and Dianping are mentioned in the discussion. Guest Wang Boyuan – @thisboyuan Hosts John Artman, @knowsnothing Matthew Brennan, @mbrennanchina
54:09
November 8, 2018
62: AI Superpowers with Kai-Fu Lee
Kai-Fu Lee joins us this week to talk about his new book, AI Superpowers, and the distinct advantages and differences between the US and China in this increasingly important technology.
47:39
October 24, 2018
61: How technology has changed music in China
Ahead of Tencent Music Entertainment's IPO, John and Matt are joined by Wang Boyuan, translator and editor of TechCrunch.cn, to take a look back at how the music industry has been influenced by tech as well as the evolving online music market, now dominated by Tencent.
53:14
October 17, 2018
60 (updated): How to make a billion dollar company in China with Fritz Demopoulos
This week, John and Matt talk Fritz Demopoulos, founding partner of Queens Capital, about his journey at Qunar, how the company was founded, challenges they faced building the company, and advice for entrepreneurs in China today.
45:02
October 11, 2018
59: China's cybersecurity law: GDPR for the Middle Kingdom with Samm Sacks
This week, John and Matt talk with Samm Sacks, Senior Fellow, Technology Policy Program at the Center for Strategic & International Studies, about China's cybersecurity law and how it relates to the social credit system as well as the future of data regulation in China.
51:29
September 25, 2018
58: Is Bullet Messenger a WeChat killer?
This week, John and Matt talk about the messaging app that's shot like a bullet (pun intended) to top of app store charts as well as brief discussion of shady PR and persuasion practices in China.
56:37
September 12, 2018
57: The secret history of WeChat with Heatherm Huang
This week, John and Matt talk with Heatherm Huang, a founding member of TalkBox, one of the first chat apps with push-to-talk functionality, about the history of chat message apps in China.
1:08:10
August 22, 2018
56: China coffee wars revisited: Luckin vs Starbaba
This week, John and Matt look at the recent developments in China's emerging coffee conflict and examine the Tencent/Alibaba turf war, whether the Starbaba tie-up will be a game changer, and the power of rethinking business models for the mobile age.
45:45
August 13, 2018
55: Huawei's wolf culture: Kill or be killed, part 2
This week, John and Matt talk with Elliot Zaagman, writer, executive coach, and corporate trainer, about the intense internal culture at Huawei. We even sneak in a surprise interview with an insider at the end. This is the second of two parts.
46:31
August 6, 2018
54: Huawei's wolf culture: Kill or be killed, part 1
This week, John and Matt talk with Elliot Zaagman, writer, executive coach, and corporate trainer, about the intense internal culture at Huawei. We even sneak in a surprise interview with an insider at the end. This is the first of two parts.
41:38
July 30, 2018
53: The China that can be understood is not the real China
This week, John and Matt talk about how to understand China from a macro-level, including its role in the world, the different cultural values, and the difficulty in explicating a nuanced understanding of the Middle Kingdom.
58:38
July 23, 2018
52: The globalization of the Chinese traveler with Victor Tseng, CCO of Ctrip
This week, John and Matt talk with Victor Tseng, Chief Communications Officer for Ctrip, about Chinese travelers, Ctrip's globalization strategy, and the challenges of going abroad.
47:39
July 2, 2018
51: The best of China Tech Talk's first year, part 2
This week, John and Matt take a look back at 1 year of podcasting and pull out the best part of the best episodes. This is part 2 of 2.
1:05:39
June 17, 2018
50: The best of China Tech Talk's first year, part 1
This week, John and Matt take a look back at 1 year of podcasting and pull out the best part of the best episodes. This is part 1 of 2. Episode highlights include: 04: Interview with Florian Bohnert 10: Influencers in China & the future of brands with Elijah Whaley 15: Baidu ain't that bad with Kaiser Kuo 18: China's gaming & e-sports industry with Daniel Ahmad 19: China's $20 billion news app with Dannie Li 20: Alipay vs WeChat & why smile to pay matters
52:17
June 11, 2018
49: The Xiaomi IPO with The Information's Shai Oster
This week, John and Matt talk with Shai Oster, Asia bureau chief for The Information, about Xiaomi's impending IPO, including why so many companies are choosing to go public this year, the advantages of listing in Hong Kong, and if their business model can stay viable.
49:04
May 28, 2018
48: Problems With Chinese & Western tech media with Wang Boyuan, of TechCrunch.cn
This week, John and Matt talk with Wang Boyuan, editor of TechCrunch.cn, about media inside and outside China, some of the hazards as a reader, and some tips on where to get reliable information about the Middle Kingdom.
53:59
May 20, 2018
47: Shenzhen style innovation: IP protection, ZTE, and manufacturing standards with Benjamin Joffe of HAX
This week, John and Matt talk with Benjamin Joffe, General Partner at HAX, about why Shenzhen is so strong with hardware, the fate of ZTE and the role of national security, and IP protection in China.
54:27
May 13, 2018
46: Internet business models disrupt China's coffee market: Luckin Coffee
John and Matt discuss the power of examining first principles in an increasingly mobile-centric marketplace in the case of new coffee delivery startup Luckin (瑞亲) Coffee.
47:42
May 7, 2018
45: Tencent vs Alibaba - The battle for China’s offline retail with WSJ’s Liza Lin
This week, John and Matt talk with Liza Lin, China technology reporter for the Wall Street Journal, about the increasing competition between Tencent and Alibaba in offline retail.
1:04:18
April 29, 2018
44: Short video and China’s hottest app
John and Matt talk about Douyin, the breakout short video app of 2017, how it stacks up against Kuaishou (aka Kwai)—China's "low" humor video app, and some predictions for short video apps in 2018.
47:51
April 24, 2018
43: The e-commerce platform becoming a threat to Alibaba with Thomas Graziani
This week, John and Matt talk with Thomas Graziani, founder and CEO of WalktheChat, a company that specializes in helping foreign organizations access the Chinese market through WeChat.
50:42
April 16, 2018
42: China's mobility and transport market gets all mixed up
This week, John and Matt talk about recent developments in China's mobility and the O2O market as Meituan acquires Mobike and joins others encroaching into Didi territory.
1:00:35
April 8, 2018
41: New retail, new customer experiences with Stephane Monsallier
We're back! Sorry for being gone so long. Hope you didn't miss us too much. This week, John and Matt talk with Stephane Monsallier, founder of Shops of the Future, about new retail and Alibaba's strategy with Hema.
49:12
April 2, 2018
40: Unpacking China's "new retail"
Matt and John try to understand the recent (and not so recent) moves by China's internet giants into offline retail.
1:10:48
March 9, 2018
39: PUBG and the future of Steam in China with Charlie Moseley
Matt and John talk with Charlie Moseley, an American games developer based in Chengdu. We start the conversation about PlayerUnkown's Battlegrounds and then go into the future of Steam as well as PUBG's prospects in 2018. [This was recorded on 01 Feb 2018]
50:08
February 26, 2018
38: Trends in early-stage Chinese startups with Edith Yeung
Matt and John talk with Edith Yeung, managing partner at 500 Startups about blockchain, AI, and how China's startups fit into global trends. Edith Yeung on WeChat: edithyeung
1:03:51
February 18, 2018
37: Weibo's KOL woes with Elijah Whaley
Matt and John welcome Elijah Whaley, CMO of PARKLU, onto the show again. We catch up with what's he's been working on lately and then discuss some new heavy-handed rent-seeking from Weibo.
56:50
February 11, 2018
36: Don't forget about Weibo with Manya Koetse
Matt and John talk with Manya Koetse, found and editor-in-chief of What's on Weibo, about how the role of Weibo in Chinese society and its continuing relevance in public discourse.
1:04:59
February 4, 2018
35: A change in WeChat is a change in Chinese society
Matt and John talk about recent developments in WeChat, including new insights from WeChat Open Class, the role of mini programs and games, and "WeChat as a Platform" (WaaP).
55:43
January 28, 2018
34: Making, hacking, and hardware with Naomi Wu
Matt and John talk with Naomi Wu, a well-known online personality known for her hardware and making projects. Thanks a bunch to @Broadcastorm for the suggestion and making the intro!
44:14
January 22, 2018
33: Fintech IPOs and the future of money in China with Zennon Kapron
Matt and John talk with Zennon Kapron, founder of Kapron Asia, about fintech in China, P2P lending, fintech IPOs, and money in China
49:16
January 8, 2018
32: China tech trends in 2017, part 2
This week, Matt and John discuss the top 5 trends (plus some honorable mentions) in China's tech for 2017 and make some predictions going into 2018. This is the second of two parts.
54:00
December 30, 2017
31: China tech trends in 2017, part 1
This week, Matt and John discuss the top 5 trends (plus some honorable mentions) in China's tech for 2017. This is the first of two parts.
42:55
December 24, 2017
30: Live from TechCrunch - Interview with BingoBox and Xiaomi
This week, we hear from BingoBox and Xiaomi about their products, market strategy, and the future of their verticals
42:18
December 3, 2017
29: Tencent's $2 bln Western beachhead
This week, Matt and John talk about what Tencent's $2 bln investment in Snap means for both companies (John also goes down a rabbit hole about Chinese consumer psychology).
41:37
November 26, 2017
28: Reinventing commercial real estate with Dominic Penaloza
This week, Matt and John speak with Dominic Penaloza, CIO of naked Hub, about co-working in China as well as what naked Hub is doing to reinvent commercial real estate.
47:55
November 20, 2017
27: Can the iPhone X save Apple in China?
After a lackluster response from China for the iPhone 7, and consecutive quarterly declines in market share, many have wondered if we are watching the beginning of the end for Apple in China. This week, Matt and John revisit their discussion about Apple in China to look at how the country's consumers have responded to the iPhone X.
45:58
November 12, 2017
26: The Uber China Mafia with Chenyu Zheng
Some call Uber's China foray a failure but looking at the DNA of the company, its values of radical ownership and operational focus have reshaped entrepreneurship in China. This week, Matt and John talk about the lasting impact Uber has had on the entrepreneurs and their startups since they exited Chin
43:05
November 5, 2017
25: Mobike goes global with Florian Bohnert
This week John and Matt follow up with Florian Bohnert, Head of Global Partnerships about what Mobike has been up to since we last talked, including: - How Mobike has expanded into global markets - The challenges of globalizing from China - Finding talent and educating users - Differences in recreational vs commute use in different countries - Whether Mobike will expand beyond bikes
44:34
October 29, 2017
24: The water we swim in
The first reference episode for China Tech Talk delves into the broader conditions enabling China speed, including: - Economic growth and habituated pace of change - Generational differences in user habits - Super apps - Values that don't include net neutrality or the open web - The phone as life's control center
1:10:01
October 22, 2017
23: Group chat rules, VPNs, and the future of the internet in China
John and Matt start with new group chat rules as well as VPNs and end up talking about deeper questions the economic implications of a truly tech-savvy Chinese government, specifically: - Rules affecting group chats in WeChat, QQ, and Baidu Tieba - The technical sophistication of China's internet control policy - How China's policy towards the internet helped create BAT - What a China with perfect information might look like
58:09
October 15, 2017
22: P2P lending, retail banking, and the future of online services with Ling Kong
John and Matt talk with Ling Kong, CTO of Dianrong about: - How peer-to-peer (P2P) lending got started - What makes Dianrong different from their competitors (hint: there's a reason we're talking to the CTO) - How the government sees the P2P lending industry - Why and how China's credit habits are changing - What a private blockchain application could look like
1:21:23
October 2, 2017
21: China's ICO ban with Patrick Dai
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
47:34
September 18, 2017
20: Alipay vs WeChat and why smile to pay matters
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 WeChat and Alipay are playing in reshaping retail banking in China -Whether Alipay can ever become a platform like WeChat
1:03:12
September 8, 2017
19: China's $20 billion news app with Dannie Li
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 app and business model - Conflicts between Toutiao and content producers - Challenges as Toutiao expands inside and outside China
42:05
August 30, 2017
18: China's gaming and e-sports industry with Daniel Ahmad
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 China
47:27
August 24, 2017
17: China's largest retailer with Josh Gartner
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 deliveries to rural China
1:06:30
August 18, 2017
16: ICO madness and China's bitcoin fever with Neil Woodfine
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
1:04:20
August 11, 2017
15: Baidu ain't that bad with Kaiser Kuo
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
1:12:11
August 4, 2017
14: Tencent's OTHER killer app
This week Matt and John talk about Honor of Kings aka Strike of Kings aka Arena of Glory, Tencent's uber popular mobile multiplayer game, including: - Background on mobile gaming and MOBA's - Why it's become a cultural phenomenon - Why Tencent is butting heads with the Communist Party newspaper - Which Chinese celebrities are investing in e-sports - Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
1:22:55
July 28, 2017
13: AT's Southeast Asia entrance with Bernard Leong
This week John and Matthew talk with Bernard Leong, host of the Analyse Asia podcast, about Alibaba and Tencent's activity in Southeast Asia, including: Why banks aren’t competing with each other but with other tech companies Why Southeast Asia may be Amazon’s Waterloo Why WeChat and WhatsApp have been so slow Why Tencent and Alibaba may team up Links Analyse Asia Sean Konieczny: Jack Ma is set to disrupt e-commerce... again Emma Lee: These Ex-Baidu employees are connecting SEA merchants with mobile payment tools How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
1:00:23
July 21, 2017
12: China from Asia and China in Asia with Jon Russell
This week John and Matt talk with Jon Russell, TechCrunch's man in Asia about covering China from the outside. We cover topics including: Biggest challenges in covering China from outside the country Explaining China to people who aren't familiar with the market Challenges for bike sharing outside China Chinese brands in Thailand How China's biggest companies are differentiating outside their home country Links Jon Russell on TechCrunch How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production  
59:02
July 15, 2017
11: Bringing your apps to China with Shlomo Freund and Michael Michelini
This week John and Matt talk with Shlomo Freund and Michael Michelini, hosts of the China Business Cast, about bringing your app to China, including: Why games are difficult to bring to China How app markets monetize Why there is no paid app category in China's app stores How to tell if your app will be successful Links China Business Cast The top 10 Android app stores in China in 2017 App in China Startup Noodle Global from Asia How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production  
42:15
June 30, 2017
10: Influencers in China and the future of brands with Elijah Whaley
John and Matthew talk with Elijah Whaley, Chief Marketing Officer for ParkLU, about:   Why big ad agencies are failing to keep up How content is being democratized Why Taobao is dominating live streaming  How influencers are building the brands of the future Why it's better not to focus on viral content (hint: being a successful influencer isn't easy) Links John Artman: Rules for Weibo KOLs shed light on Alibaba-Tencent tensions Eva Yoo: Lessons from failed influencer campaigns in China Eva Yoo: 3 ways Chinaccelerator Batch 11 startups monetize with KOL marketing How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel     Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
1:17:20
June 23, 2017
09: Astroturfing, tipping, and how to become a live stream celebrity in China with Lauren Hallanan
John and Matthew talk with Lauren Hallanan, an internet celebrity in China about: Differences in live streaming platforms Gifting as a business model How to make a live stream interesting Agency practices (hint: it’s not always ethical) Transition from streamer to KOL   Links Lauren Hallanan: China Live Emma Lee: Momo sees record revenue growth thanks to live streaming Charles Custer: Fei Cheng Wu Rao: China's Hottest Dating Show Tracey Xiang: Report: China's live streaming market grew 180% in 2016 How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel     Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
1:08:51
June 16, 2017
Episode 08: How Chinese internet celebrities are taking over e-commerce with Dannie Li
John and Matthew talk with Dannie Li, an analyst at China Tech Insights, about China's internet celebrities, including: Differences between wanghong (网红) and KOLs/influencers A brief history of the wanghong industry Why they've become so popular (hint: Taobao ain't that easy) Links Dannie Li: Fashion Influencers in China: a new force for retail Eva Yoo: 6 things you didn't know about Taobao live streaming Yue Wang: Superstar Influencers: China's Internet Celebrities At Heart Of Alibaba's Growth How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel     Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
43:45
June 8, 2017
Episode 07: WeChat's pivot in-progress
John and Matthew talk about the future of Tencent and WeChat, including: What a WeChat hardware device might be Possible AR features and products The role of mini-programs in the WeChat ecosystem WeChat team learning how to make partnerships with big brands Links John Artman: WeChat feature shows Starbucks is no longer an international brand Tracey Xiang: WeChat introduces gold hongbao to promote new financial product Juro Osawa: WeChat Deal With Starbucks Points to Cultural Shift at Tencent (paywall) Sheila Yu: On "I love you" day, WeChat continues to dominate hongbao Matthew Brennan: Mobike White Paper Report Released How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel   Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
38:15
June 2, 2017
Episode 06: Smartphones in China - Apple's growing weakness
John and Matthew talk about Apple's challenges in China, including: A brief history of the iPhone in China A look at some strong competitors and their ability to appeal to Chinese customers Apple's non-existent services ecosystem Tensions between Apple and Tencent (hint: half of Apple's China app store revenue comes from Tencent's games) Links Emma Lee: One year on, Apple Pay finding little traction in the Middle Kingdom Kayla Matthews:Why Apple is coming under fire for its Chinese app offerings Matthew Brennan: WeChat is building an augment reality app store Steven Millward: It's looking really grim for Apple in China App Annie: Market Forecast 2016-2021 How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel   Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
55:05
May 26, 2017
Episode 05: From the Valley to China, Shifting Gears with Steve Hoffman
John and Matthew talk with Steve Hoffman, Founder and Captain of Founders Space. Steve has tons of experience in the Valley and has been spending more and more time in China. We talk about a variety of things, including:   How does Chinese government policy give Chinese startups an advantage? Why are business people so popular in China? How is innovation different in China compared to the Valley? Why is WeChat so much better than every other social network? Links   Steve Hoffman: Making Elephants Fly: The Process of Radical Innovation Yuval Noah Harari: Homo Deus: A brief history of tomorrow Emma Lee: Tencent reports 58% profit surge on strong Q1 driven by WeChat and gaming Matthew Brennan: 2017 WeChat User Report Is Out! Eva Xiao: WeChat just launched a search engine. Baidu should worry. How to leave an iTunes review Hosts   John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel   Podcast information   iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
54:51
May 19, 2017
Episode 04: Exclusive interview with Florian Bohnert, Mobike's Head of International Expansion
This week we switch up the format a bit to do our very first interview!   Continuing our discussion of bike sharing, we invited Florian Bohnert, Head of International Expansion at Mobike, to talk about Mobike, bike sharing, and their plans inside and outside China.   Questions How did you come to China/start working at Mobike? How do you keep up with everything and stay sane at the same time? How does Mobike view its own brand? Why isn't Mobike a bike share company? How is Mobike like Tesla? How do you explain the early traction of Mobike and bike sharing? How many millions of bikes is Foxconn building for Mobike? Why do you think the sector has gotten so hot? What do investors expect? What are your expansion plans inside and outside China? How does Mobike see mini-programs? Strategic or just another entry point? Links Sheila Yu: Mobike announces "Magic Cube," an AI made from its mountains of user data Sheila Yu:Mobike bike-rental feature added to Wechat Wallet Emma Lee: Mobike joins ofo in Singapore with official launch Matthew Brennan: Mobike & Ofo: Bike Sharing Industry Report (Nov 2016) Matthew Brennan: China Bike Sharing Report: March 2017 Guest Florian Bohnert, LinkedIn Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel   Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3 China Tech Talk is a TechNode x ChinaChannel co-production    
56:43
May 12, 2017
Episode 03: Bike sharing business models - Mobike and ofo
John and Matthew go deeper on bike sharing and respond to some listener feedback.     Questions they answer: How many bikes are on the streets? How many users do Mobike and ofo have? How much are these two companies worth? How do they generate revenue? What are some potential monetization strategies? How do Mobike and ofo fit in with Tencent and Alibaba's broader strategy? How has the government responded? What will future regulation look like?   Links   TechNode's coverage of bike sharing Sheila Yu: Mobike announces "Magic Cube," an AI made from its mountains of user data John Artman: Mobike jumps on hongbao bandwagon with “Mobike, mo’ money” Matthew Brennan: Mobike & Ofo: Bike Sharing Industry Report (Nov 2016) Matthew Brennan: China Bike Sharing Report: March 2017 ReportLinker: China Bicycle Sharing Industry Report, 2017-2021 iResearch: 2017年中国共享单车行业研究报告 Hosts   John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel   Podcast information   iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production
56:59
May 5, 2017
Episode 02: Mini-programs - WeChat's killer feature
John and Matthew talk about WeChat's mini-programs. Introduced earlier this year, the full potential of mini-programs were not apparent at launch, leading some to speculate that they would never be useful. Matt is pretty bullish while John has a wait-and-see attitude.   Questions they answer: What are mini-programs? Are these mini-apps or mini-programs? How are they different from apps? How are they different from WeChat official accounts? What are the advantages to users of using mini-programs? What are the advantages to businesses of using mini-programs? What are the drawbacks of using mini-programs? How do users find mini-programs?   Links TechNode: Panel: WeChat mini-apps have promise, but fail to deliver John Artman: Data from Cheetah Global Lab reinforces that WeChat IS the Chinese internet China Tech Insights: WeChat User & Business Ecosystem Report 2017 | Exclusive Matthew Brennan: Wechat Podcast Mini Programs Matthew Brennan: List of 100 WeChat Mini Programs Matthew Brennan: WeChat launches new style QR codes For Mini Programs Matthew Brennan: How To Use WeChat Mini Programs Hosts   John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel   Podcast information   iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3   China Tech Talk is a TechNode x ChinaChannel co-production.
27:51
April 28, 2017
Episode 1: An introduction to China's bike sharing
John and Matthew talk about bike sharing. Since the middle of 2016, China's streets have explosions of yellow, orange, blue, and green as the bike sharing wars take off. Who are the big players? Why is it taking off in China? Will the Chinese government intervene like they have with ride-hailing? Links TechNode's coverage of bike sharing John Artman: Mobile payments, O2O, and the IoT economy Matthew Brennan: Mobike & Ofo: Bike Sharing Industry Report (Nov 2016) Matthew Brennan: China Bike Sharing Report: March 2017 Hosts John Artman, @knowsnothing, TechNode Matthew Brennan, @MattyBGoooner, ChinaChannel Podcast information iTunes RSS feed Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3 China Tech Talk is a TechNode x ChinaChannel co-production    
29:03
April 21, 2017
Episode 0: Introductions
China Tech Talk is a TechNode x ChinaChannel co-production   This episode is all about introductions: who we are, what we do, and what this podcast is about. John Artman is Editor-in-Chief at TechNode English. Matthew Brennan is the founder of ChinaChannel.
22:53
April 20, 2017
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