Best TechBuzz China By Pandaily Podcasts (2024)

1
Livecast #14: Richard Turrin on China's Digital Yuan 26:01

2+ y ago26:01

26:01

Richard (Rich) Turrin is the international best-selling author of “Cashless - China’s Digital Currency Revolution” and “Innovation Lab Excellence.” He is an Onalytica Top 100 Fintech Influencer and an award-winning executive previously heading fintech teams at IBM following a twenty-year career in investment banking. Living in Shanghai for the last…

1
Ep. 84: 2021 China Internet Report with SCMP CEO Gary Liu 41:22

3y ago41:22

41:22

Episode 84 of Tech Buzz China features co-host Rui Ma in conversation with Gary Liu, CEO of the South China Morning Post on the hottest five trends shaping the China internet industry in 2021: tightening regulations, bumpy roads for IPOs, overseas expansion plans, shifting demographics, and growing private domain traffic. SCMP is a leading news med…

1
Livecast #12: Andy Tian, Copy from China, Exporting Live Social Apps Globally 31:08

3y ago31:08

31:08

Andy Tian is the founder of Asia innovations group, a company that has a suite of live social apps, e.g. Uplive, Lamour, SupreFans with more than 410 million registered users located in over 150 countries and regions worldwide. Andy has strong opinions about what's the best way to take the most interesting things he has seen in China and throughout…

1
Livecast #10: Richard Xu Investing in Chinese Entrepreneurs Going Overseas 22:08

3y ago22:08

22:08

Richard is the co-founder of Grandview Capital, a VC fund focused on investing in Chinese entrepreneurs who do business outside of China (AKA go overseas or "chuhai" in Chinese). He's based in Silicon Valley and his co-founder is in China. Hear Richard explain: Why he started to look at Chinese entrepreneurs who are attacking overseas markets back …

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Livecast #8: Ray Hu of Blue Lake Capital on China SaaS 39:50

3y ago39:50

39:50

Ray Hu is the founder of Blue Lake Capital, an early stage VC fund in China with about $700mm under management. Blue Lake specializes in SaaS investments. Hear Ray explain: The current state of Chinese SaaS, enabling factors and requirements for success Case study: Jushuitan (JST), an ecommerce SaaS and their sales strategy Enterprises' willingness…

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Livecast #9: Albus Yu of China Growth Capital on China DTCs 21:16

3y ago21:16

21:16

Albus Yu works for China Growth Capital, a venture capital fund that manages about 1.4 billion dollars. He specializes in consumer internet, consumer brands, and services investment. Hear Albus explain: The reason that he had started to invest in consumer internet and e-commerce marketplaces; What the growth of DTC brands in China looks like these …

1
Livecast #6: Ron Cao, A 20 Year China VC on Semis, SPACs and Blockchain 28:36

3y ago28:36

28:36

Recorded March 9, 2021. 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 sector yielded the greatest return, and is now finding himself investing in semi…

1
Livecast #4: Deep Dive into Agora $API with Kevin Xu of Interconnected.blog 29:47

3y ago29:47

29:47

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 WebEx & then CTO at YY, where h…

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Livecast #7: Jordan Berke, former Walmart China Head of E-Commerce 27:06

3+ y ago27:06

27:06

Jordan Berke spent fifteen years transforming the world's largest retailer into a truly digital organization by leading strategic alliances with JinDong and Tencent. He's now the founder of Tomorrow Retail, a consulting company. Hear about: How does Walmart China outstrip the US in four major categories? What are retailers in the U.S. focusing on r…

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Livecast #5: Boyu Hu of XVC: Early Kuaishou Investor 25:57

3+ y ago25:57

25:57

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 important? Are the big funds more import…

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Livecast #3: Growing 2 Unicorns at China Speed with Jack Yang 36:36

3+ y ago36:36

36:36

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 grocery delivery unicorns ($3Bn+ v…

1
Livecast 2: The Business of Cybersecurity in China with Ed Tsai, ex-QiAnXin 25:43

3+ y ago25:43

25:43

Recorded Feb. 5, 2021. On this livecast, we chat with seasoned investor Ed Tsai on the business of cybersecurity in China. Here are the main points: Ed's self introduction of how he ended up in China and some background on his most recent employer, QiAnXin, the largest pureplay cybersecurity company in China, a $15Bn market cap company that is at a…

1
Ep.82: Q1 China E-commerce update with BigOne Lab 30:55

3+ y ago30:55

30:55

One of Tech Buzz China’s partners is leading alternative data firm BigOne Lab, who is one of the best sources on detailed operational data for large Chinese tech companies. In Tech Buzz's quarterly update, BigOne's head of research, Robert Wu, joined Rui for a live webinar going over everything interesting among the big China ecommerce players, whi…

1
Ep. 81: What it takes to win in China 26:40

3+ y ago26:40

26:40

Episode 81 of Tech Buzz China continues our series of audio experiments, and features co-host Rui Ma in conversation with Wharton professor Karl Ulrich on his latest book, Winning in China. Co-authored with Wharton Global Fellow Lele Sang, it presents eight carefully researched case studies of business successes and failures, from Amazon to Sequoia…

1
Ep. 81：What it takes to win in China 26:40

3+ y ago26:40

26:40

Episode 81 of Tech Buzz China continues our series of audio experiments, and features co-host Rui Ma in conversation with Wharton professor Karl Ulrich on his latest book, Winning in China. The book was co-authored with Wharton Global Fellow Lele Sang, and presents eight carefully researched case studies of successes and failures, from Amazon to Se…

1
Ep. 80: Community (grocery) group buying: The next must-win market in China? 46:01

4y ago46:01

46:01

In episode 80 of Tech Buzz China, Rui and Ying talk about community group buying 社区团购 shèqū tuángòu, or CGB, which is the hottest thing in China tech right now. In addition to startups raising crazy funds — one just raised $700 million — the internet giants have all gone in with guns blazing, and investors are bullish. Listen and follow along with …

1
Ep. 80: Community (grocery) group buying: The next must-win market in China? 46:01

4y ago46:01

46:01

In episode 80 of Tech Buzz China, Rui and Ying talk about community group buying 社区团购 shèqū tuángòu, or CGB, which is the hottest thing in China tech right now. In addition to startups raising crazy funds — one just raised $700 million — the internet giants have all gone in with guns blazing, and investors are bullish. Listen and follow along with …

1
Ep. 79: Yatsen Group: China's L'Oreal for the digital age? 38:45

4y ago38:45

38:45

In Episode 79 of Tech Buzz China, Rui and Ying talk about a company that aspires to be “China’s L’Oréal” for the digital age: Yatsen Group, owner of smash hit cosmetics app Perfect Diary (完美日记) among other brands. Though we at Tech Buzz have never directly covered the company, we have mentioned it, including in Episode 70 with Lauren Hallanan; as w…

1
Ep. 79: Yatsen Group: Cosmetics ecommerce superstar and China’s L’Oreal for the digital age? 38:45

4y ago38:45

38:45

In Episode 79 of Tech Buzz China, Rui and Ying talk about a company that aspires to be “China’s L’Oréal” for the digital age: Yatsen Group, owner of smash hit cosmetics app Perfect Diary (完美日记) among other brands. Though we at Tech Buzz have never directly covered the company, we have mentioned it, including in Episode 70 with Lauren Hallanan; as w…

1
Ep. 78: China's Digital Currency Electronic Payment (DCEP) dreams 37:19

4y ago37:19

37:19

Episode 78 of Tech Buzz China features our co-host Rui Ma in conversation with Yán Xiāo 肖妍 on the timely topic of China’s proposed national digital currency. Yan is a San Francisco–based project lead at the World Economic Forum with substantial experience in fintech, having worked as senior legal counsel at Ant Group. She is also a lawyer by traini…

1
Ep. 78: China’s Digital Currency Electronic Payment (DCEP) dreams 37:19

4y ago37:19

37:19

Episode 78 of Tech Buzz China features our co-host Rui Ma in conversation with Yán Xiāo 肖妍 on the timely topic of China’s proposed national digital currency. Yan is a San Francisco–based project lead at the World Economic Forum with substantial experience in fintech, having worked as senior legal counsel at Ant Group. She is also a lawyer by traini…

1
Ep. 77: The next thing in China ecommerce? Consumer to manufacturer (C2M) 34:46

4y ago34:46

34:46

In episode 77 of Tech Buzz China, co-hosts Rui Ma and Ying Lu tackle a topic that has become the next big thing in China ecommerce: C2M, or consumer to manufacturer. Although the acronym itself is not new, the term has been redefined within the past two years, driven by the choices of a handful of key founders and companies. Listen to learn about w…

1
Ep. 76: Lufax IPO and the end of P2P lending in China 24:26

4y ago24:26

24:26

In episode 76 of Tech Buzz China, co-hosts Rui Ma and Ying Lu take advantage of the recent Lufax IPO filing (Chinese name: 陆金所 lùjīnsuǒ) to talk about the P2P lending industry in China, which has been an oft-requested topic! We get into China’s (lack of) regulation of the nontraditional form of financing, drivers behind the industry’s quick boom an…

1
Ep. 75: China E-Commerce SaaS 33:17

4y ago33:17

33:17

In episode 75 of Tech Buzz China, co-hosts Rui Ma and Ying Lu talk about China ecommerce SaaS (software as a service), which currently primarily refers to WeChat ecommerce as it takes place through mini programs. Listen to learn about major players Youzan and Weimob, the difference between public and private traffic, and what Alibaba’s and Tencent’…

1
Ep. 73: KE Holdings: China's second-largest platform? 35:53

4y ago35:53

35:53

In episode 73 of Tech Buzz China, co-hosts Rui Ma and Ying Lu return to the typical deep-dive format you’ve come to expect, with a timely look into recently listed real estate tech platform Beike 贝壳, or KE Holdings (BEKE). In addition to talking about the two-year-young company, we explore the realities of the Chinese real estate industry, which op…

1
Ep. 71: Industry trends in China’s COVID-19 recovery, with Mu Chen 29:44

4y ago29:44

29:44

Episode 71 of Tech Buzz China features Mu Chen in conversation with our co-hosts Ying Lu and Rui Ma, on the topic of digital and consumption trends in China. Mu is the founder and CEO of BigOne Lab (百观Lab), a data intelligence firm for investors. He discusses recent data and trends from key industries such as delivery, recruitment, logistics, trave…

1
Ep. 70: Livestreaming ecommerce with Lauren Hallanan 40:52

4+ y ago40:52

40:52

Episode 70 of Tech Buzz China features Lauren Hallanan in conversation with our co-hosts Ying Lu and Rui Ma on the topic of livestreaming ecommerce. In addition to being a former China-based livestreamer herself, with over 400,000 followers, Lauren is a fellow SupChina podcaster at the China Marketing Podcast. Go check it out! Today, Lauren gives a…

1
Ep. 69: China AI with Jeff Ding 30:40

4+ y ago30:40

30:40

Episode 69 of Tech Buzz China features our co-host Rui Ma in dialogue with Jeff Ding, a Rhodes Scholar and D.Phil Researcher at Oxford in the Future of Humanity Institute. He is also the creator of a free weekly newsletter called China AI. For his talk, Jeff focuses on artificial intelligence in China, specifically, some of the “unsexy” technical a…

1
Ep. 68: Entertainment livestreaming outside of China with Shang Koo of M17.asia 25:38

4+ y ago25:38

25:38

Episode 68 of Tech Buzz China features our co-host Rui Ma in dialogue with Shang Koo, the CFO of M17 Entertainment, or M17.asia, which is a livestreaming company popular in Taiwan and Japan. Listen to learn more about entertainment livestreaming and how the industry has developed throughout Asia. Shang goes into the dynamics of gifting, critiques o…

1
Ep. 67: TikTok’s siblings: ByteDance’s other video apps 44:19

4+ y ago44:19

44:19

In episode 67 of Tech Buzz China, hosts Rui Ma and Ying-Ying Lu discuss the ByteDance family of video apps outside of TikTok, including Xigua, Huoshan, and Pipixia. Most listeners know by now that ByteDance is very good at video, and these other apps provide noteworthy — though not comprehensive — examples of just how good it is. Listen to learn ab…

1
Ep. 65 (Extra Buzz Special): Luckin’s luck ran out 29:02

4+ y ago29:02

29:02

Episode 65 of Tech Buzz China is a special one — a reading of the seventh issue of Extra Buzz, our new biweekly newsletter written by co-host Rui Ma. Listen (and read along) to follow Rui’s thoughts on the biggest story in China tech last week: the alleged fraud of China’s on-demand coffee company, Luckin Coffee 瑞幸咖啡. At its core, we at Tech Buzz b…

1
Ep. 64: Telemedicine in China in the time of COVID-19: Part 2 38:24

4+ y ago38:24

38:24

Episode 64 of Tech Buzz China is the second of two episodes on the Chinese telemedicine sector, which is closely watched in the wake of COVID-19. This week, on the heels of episode 63’s discussion of Ping An Good Doctor, co-hosts Rui Ma and Ying-Ying Lu talk about other experiments, such as Chunyu Yisheng 春雨医生, WeDoctor 好大夫, and Dingxiangyuan 丁香园. …

1
Ep. 66: Beyond TikTok: Bytedance’s ambitions in gaming and education 35:38

4+ y ago35:38

35:38

In episode 66 of Tech Buzz China, co-hosts Rui Ma and Ying-Ying Lu talk about Bytedance’s forays into gaming and education — moves that have been well covered and are eagerly anticipated by Chinese media. Notably, in multiple interviews, CEO Zhang Yiming says that he only wants to go into fields where he feels he is better than the incumbent. While…

1
Ep. 63: China telemedicine in the time of COVID-19: Part 1 37:34

4+ y ago37:34

37:34

Episode 63 of Tech Buzz China is on the Chinese telemedicine sector, which has quickly evolved to become one of the most interesting businesses in China, especially in the wake of COVID-19. Co-hosts Rui Ma and Ying-Ying Lu focus on the underlying drivers within the complex healthcare industry. They cover topics such as the size of the Chinese healt…

1
Ep. 62: Real pain for Chinese real estate startups 36:23

4+ y ago36:23

36:23

Episode 62 of Tech Buzz China is on co-living and co-working, two of the formerly hottest — and now possibly coldest — sectors in China tech. Co-hosts Rui Ma and Ying-Ying Lu discuss how real estate startups have been hit hard by the coronavirus against a backdrop of how the real estate sector is big business in China. From rental startup companies…

1
Ep. 61: Getting educated on China K-12 tutoring edtech 33:57

4+ y ago33:57

33:57

Episode 61 of Tech Buzz China is on K-12 edtech entrepreneurs, who are seeing their businesses grow instead of shrink in the wake of the coronavirus. Co-hosts Rui Ma and Ying-Ying Lu discuss top trends and the key players before the virus hit, and how they are responding now. In 2018, the raging headline was that half of the venture capital deploye…

1
Ep. 59: China Tech 2019 in Review 30:14

5y ago30:14

30:14

Episode 59 of Tech Buzz China takes a retrospective look at 2019 in China internet culture and business happenings. Co-hosts Rui Ma and Ying-Ying Lu review their top picks of the need-to-know trends, occurrences, and players that shaped the landscape in 2019. From the saturation of Chinese mobile internet users to the rise of the rural consumer and…

1
Ep. 58: China Grocery E-Commerce: Bloodbath or Gold Mine? 35:29

5y ago35:29

35:29

In Episode 58 of Tech Buzz China, our first episode of the new decade, co-hosts Rui Ma and Ying-Ying Lu talk about grocery e-commerce, or buying fresh food over the internet. The sector, which in China is sometimes taken to include “New Retail” concepts such as Alibaba’s Hema, is seen as one of the few remaining “blue ocean” e-commerce opportunitie…

1
Ep. 57: Bilibili — the You Tube of China? 37:06

5y ago37:06

37:06

Here at TechBuzz, we have been busy preparing for our second Investor Trip for March 2–6, 2020. If you are a full-time investor with at least 10 years of experience, consider applying for the trip by writing to us at rui@pandaily.com. During our inaugural Investor Trip in October, Bilibili was one of the companies we visited, and it turned out to b…

1
Ep. 56: Not just TikTok: A short history of Chinese short video abroad 33:56

5y ago33:56

33:56

Episode 56 of TechBuzz China is all about short video, which our co-hosts comment should by now be considered one of China’s “New Four Great Inventions.” It’s sweeping the world, and has become an arena in which Chinese companies’ battle for users and revenue is extending abroad. Most of our listeners will have heard of Bytedance’s product TikTok, …

1
Ep. 54: Influencers, KOLs, idols, and the future of China ecommerce 34:42

5y ago34:42

34:42

TechBuzz China is back from China! We are happy to say that the week of back-to-back meetings we had in our first-ever Investor Trip was a great success. We were able to visit a host of companies we’ve previously covered on the podcast, like Ximalaya, Xiaohongshu, Ruhan, Xiaomi, China Renaissance, Tiger Brokers, and more, as well as new ones such a…

1
Ep. 52: Zhihu and Kuaishou — Has China’s Quora Found Its Prince Charming? 34:59

5y ago34:59

34:59

TechBuzz China is going to China! As part of our inaugural invite-only TechBuzz China Investor Trip for public market investors taking place right after Golden Week, we will be hosting live meetups. These will take place in Beijing’s Sanlitun after dinner on Tuesday, October 8, and in Shanghai after dinner on Thursday, October 10. If you are in eit…

1
Ep. 51: Overview of China tech: Rui Ma on SupChina Access 51:46

5y ago51:46

51:46

Episode 51 of TechBuzz China is our second consecutive show that is in a unique format. It features a replay of TechBuzz co-host Rui Ma’s recorded call on SupChina Access, which was originally aired live on July 23. The conversation is moderated by Jeremy Goldkorn, editor-in-chief of SupChina. As longtime listeners know, we are proudly one of the m…

1
Ep. 50: TechBuzz Live: The Transpacific Experiment 34:45

5y ago34:45

34:45

Episode 50 of TechBuzz China is unique: it’s our first live recording! It features co-host Rui Ma in conversation with author and journalist Matt Sheehan, currently a fellow based at the Paulson Institute’s MacroPolo think tank. It was recorded at the August 13 launch of Matt’s new book, The Transpacific Experiment: How China and California Collabo…

1
Ep. 49: China’s Gen-Z and its newest poison: sneakers 34:46

5+ y ago34:46

34:46

In episode 49 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma continue their exploration of the converging trends between the U.S. and China’s ecommerce sectors, this week covering the topic of the resale market for sneakers and streetwear. Notably, entrepreneurs in the U.S. and in China, such as the founders of smash-hit sneaker site Pozion, s…

1
Ep. 48: Three Squirrels: The Nutty World of Chinese D2C Brands 34:26

5+ y ago34:26

34:26

In episode 48 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma take a look at the direct-to-consumer, or D2C, brands in China. Specifically, they highlight one of the early winners of the business model: Three Squirrels, a Chinese internet snack brand that started off with selling nuts and went public on the Shenzhen Stock Exchange last week wit…

1
Ep. 47: Chinese K12 English EdTech: VIPKid and How Learning is Earning 35:13

5+ y ago35:13

35:13

In episode 47 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma dive into a topic they have been wanting to cover for a while now: Chinese educational technology (edtech). Specifically, they focus on VIPKid, a company that has an incredible number of competitors but is by far the largest in terms of scale for its cross-border model of English-lan…

1
Ep. 45: Totally Lit or Just Hot Air? The Rise of E-Cigarettes in China 32:47

5+ y ago32:47

32:47

In episode 45 of TechBuzzChina, co-hosts Ying-YingLu and Rui Ma talk about the rise of what has been touted as “the next bigtrend” in China tech: electronic cigarettes. Despite being criticized as a trapfor entrepreneurs and investors alike, as well as concerns around ethicalconsiderations, a large number of high-profile hardware entrepreneurs andc…

1
Ep 44: So Young, More Beautiful - The Allure of China's Plastic Surgery Market 32:30

5+ y ago32:30

32:30

In episode 44 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about So-Young, an internet company that markets and facilitates plastic surgery and other medical cosmetic procedures to Chinese customers. The six-year-old company has a stated mission of bringing “health and beauty” to everyone, and its stock priced at $13.80 per American dep…

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Ep. 43: Douyu’s IPO, Panda.TV’s Death - Let the Games Begin 32:55

5+ y ago32:55

32:55

In Episode 43 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma dive into the world of gaming livestreaming, which is a pretty big industry in China. Specifically, our co-hosts focus primarily on two companies: Douyu and Panda.TV, the former of which has just filed to go public on the NYSE at a valuation of $500 million; and the latter of which o…

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