Editor’s note: This was contributed by Hans Tung in collaboration with Zara Zhang. Hans Tung is a Managing Partner at GGV Capital. A five-time Forbes Midas Lister, he has been a US/China investor for more than a decade. Zara Zhang is an analyst at GGV Capital. She has written for The Information, The Harvard Crimson, Harvard Magazine, among other publications.

When I saw the Tokyo subway map during my first trip to Japan in 2008, I was filled with optimism for China’s tech sector. Why?

History has taught us that explosive growth in transportation systems is often followed by periods of economic boom. During the American Civil War, the number of miles of railroad track in the US more than doubled, which ultimately helped to fuel the dramatic expansion of the steel and iron industries. The resultant post-war economic boom helped to transform the US from an agricultural to an industrial society.

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TechNode Guest Editors represent the best our community has to offer: insight and perspective on how technology is affecting business and culture in China