Jun 24, 2021
Recorded March 9, 2021 on Clubhouse as part of the Inside Asia
Ron Cao has spent 20 years as a venture capitalist in China. He first went there during the 90s when semiconductor investing was a thing, but then found himself investing in consumer internet startups such as ByteDance and Pinduoduo because that...
Jun 17, 2021
Early on in VC, Boyu Hu was at DCM China and worked on the Kuaishou deal. Now he has his own fund XVC, managing $600mm, focusing on consumer internet. I asked what's changed in the last ten years and: Why's he continuing to invest in consumer internet? Is rural China where it's at? Are the big platforms more...
Jun 9, 2021
Recorded Thursday 2/10/21.
Kevin, now at Github, is the founder of interconnected.blog, a bilingual newsletter on the intersections of tech, business, money, geopolitics, and US-Asia relations.
We go over:
What is Agora? It's a platform as a service company.
The origin story of Tony Zhao the CEO who was previously at...
Jun 2, 2021
Recorded live Feb. 10, 2021.
Q&A with Jack Yujie Yang who led the growth of Mobike, China's leading bikesharing company (acquired by Meituan for $2.7Bn in 2018) as VP of Growth & Product. He grew the company from 4 to over 200 cities, ~500k to over 30 million trips per day. He then joined MissFresh, one of China's...