James and Elliott review the winners and losers of 2020, what they got right and what they got wrong, as well as the lessons they learned.
US-China tensions led Chinese institutional investors to look to cryptocurrencies as a safe haven—and a Bitcoin bull market didn’t hurt.
996 is still a problem in China’s tech industry. It’s brutal to employees, and it’s questionable whether overtime work pays off even for companies.
The Covid-19 pandemic is exacerbating the technology gap for seniors, including requiring digital health codes to enter public spaces.
NIO and its peers are prying open a window of opportunity to beat Tesla. But time is limited, and every company is sprinting to catch up.
Some small restaurants in Xi’an find the costs of working with Meituan unbearable, so they try to break free from the food delivery app.
It’s a great time to start a SaaS business in China, says VC principal Joshua Wu, but finding the right sales channels might be a challenge.
AI-powered edtech hasn’t taken root in China’s public schools, which face budget constraints and are reluctant to take on new education tools.
Every penny a customer commits to pay on a platform is counted as part of GMV, whether or not they pay, or later get the money refunded.
Whose fault is a major data leak from Beijing’s “health code” digital quarantine system? Is it leaky digital platforms, or crazy fans?
China’s ride-hailing industry faces more economic uncertainty, more competition, and more regulation. But giant players are poised to thrive post-Covid.
Shenzhen is famous for entrepreneurship, but its VC scene doesn’t match its importance as a tech hub. Maybe there’s something to learn from it.