042: CHINA’S MOBILITY & TRANSPORT MARKET GETS ALL MIXED UP

This week, John and Matt talk about recent developments in China’s mobility and the O2O market as Meituan acquires Mobike and joins others encroaching into Didi territory. Links Didi recruits food delivery riders in Wuxi to challenge Meituan Meituan acquisition […]

041: ALIBABA’S NEW RETAIL WITH STEPHANE MONSALLIER

We’re back! Sorry for being gone so long. Hope you didn’t miss us too much. This week, John and Matt talk with Stephane Monsallier, founder of Shops of the Future, about new retail and Alibaba’s strategy with Hema. Links Video: […]

040: INTRODUCTION TO CHINA’S NEW RETAIL

Matt and John try to understand the recent (and not so recent) moves by China’s internet giants into offline retail. Links Alibaba to invest $4.6 billion in China electronics retailer Suning JD vs Alibaba: The war for China’s fresh food […]

024: THE WATER WE SWIM IN (REFERENCE EPISODE)

The first reference episode for China Tech Talk delves into the broader conditions enabling China speed, including: Economic growth and habituated pace of change Generational differences in user habits Super apps Values that don’t include net neutrality or the open […]

013: ALI & TENCENT IN SOUTHEAST ASIA WITH BERNARD LEONG

This week John and Matthew talk with Bernard Leong, host of the Analyse Asia podcast, about Alibaba and Tencent’s activity in Southeast Asia, including: Why banks aren’t competing with each other but with other tech companies Why Southeast Asia may be Amazon’s Waterloo […]