Special: 2021 China Tech Trends (with Tech Buzz China)
Acquired5 Mai 2021

Special: 2021 China Tech Trends (with Tech Buzz China)

We team up with two of the very best English-language analysts covering China tech today, Rui Ma and Ying Lu from the Tech Buzz China podcast, to talk about the big trends happening on the ground in China right now. We've had Rui and Ying's episodes on repeat in our own podcast players for many years as we researched our Meituan, PDD, Tencent and Alibaba episodes, and we're so excited to have them finally join us live. We had a blast and learned much more about what's actually happening in the world's largest market than the relative trickle of news Western audiences normally receive. Tune in!

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Topics and trends covered:
  • How Rui and Ying stay on top of trends in China tech remotely from the US
  • The rise of “tech company like” CPG and other consumer brands in China and extremely fast product development and iteration: e.g., Genki Forest, Perfect Diary and Shein
  • Community group buying and the reinvention of commerce in rural China (along with an eye-opening discussion of what qualifies as “rural” in China... which is very different from the West!)
  • Autonomous and electric vehicle design and production in China (which is the world's largest car market), and the government's push for China to become a global leader in both
  • The current state of anti-trust in China and why investors and operators on the ground in China are optimistic about recent developments

Links:

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Episoder(217)

The Home Depot

The Home Depot

The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from ...

14 Sep 3h 35min

Disney: The Renaissance and the Empire

Disney: The Renaissance and the Empire

In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled,...

10 Aug 4h 32min

The Walt Disney Company

The Walt Disney Company

The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, holding the intellectual property rights to the chil...

22 Jun 4h 31min

Vanguard

Vanguard

Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, o...

18 Mai 3h 48min

Ferrari

Ferrari

Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkin...

13 Apr 3h 59min

Rolex

Rolex

Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history!...

5 Mar 4h 51min

Costco

Costco

Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create i...

4 Mar 2h 53min

Formula 1

Formula 1

Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-person teams spend hundreds of millions designing cars from sc...

2 Mar 4h 18min

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