China Tech Talk 75: Pinduoduo's free cash flow problem with James Hull

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data,…


China Tech Investor 19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott…


How I learned to stop worrying and love surveillance capitalism

(Image credit: BigStock/mast3r) There are two dominant narratives about China: “China is awesome and we need to learn…


China Tech Investor 18: Growing in a mature market with Michael Norris (part 1/2)

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott…


Is China prepared for the real impact of AI?

(Image credit: BigStock/Tillhunter) Amy Webb, the much-revered founder of the Future Today Institute, released her…


China Tech Talk 74: Bitmain, Bitcoin Cash, and the future of crypto with Nishant Sharma

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data,…


How China's Two Sessions offer glimpse into tech policy priorities

Vaguely akin to the Oscars, with the rich and famous showing off their loyalty to the Communist Party of China on the…


China Tech Investor 17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott…


China Tech Talk 73: Mobility's maturation and misery—One ofo doesn't ruin everything

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data,…


AI may solve Meituan's offline headaches

Image credit: Meituan The party is over for China’s second-generation tech giants. Fueled by easy money, new markets,…