044: CHINA’S HOTTEST APP OF 2018: DOUYIN

John and Matt talk about Douyin 抖音, the breakout short video app of 2017, how it stacks up against Kuaishou 快手 (aka Kwai)—China’s “low” humor video app, and some predictions for short video apps in 2018. Links China Tech Talk […]

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 […]

039: PLAYER UNKNOWN’S BATTLEGROUNDS & STEAM IN CHINA

Matt and John talk with Charlie Moseley, an American games developer based in Chengdu. We start the conversation about PlayerUnkown’s Battlegrounds and then go into the future of Steam as well as PUBG’s prospects in 2018. [This was recorded on […]

035: A CHANGE IN WECHAT IS A CHANGE IN CHINESE SOCIETY

Matt and John talk about recent developments in WeChat, including new insights from WeChat Open Class, the role of mini programs and games, and “WeChat as a Platform” (WaaP). Links Eva Yoo: WeChat mini programs 1 year on: Key figures and […]

032: CHINA TECH TRENDS IN 2017, PART 2

This week, Matt and John discuss the top 5 trends (plus some honorable mentions) in China’s tech for 2017 and make some predictions going into 2018. This is the second of two parts. Links Previous episodes referenced: Live streaming Episode […]

029: TENCENT’S $2 BILLION BET ON SNAP

This week, Matt and John talk about what Tencent’s $2 bln investment in Snap means for both companies (John also goes down a rabbit hole about Chinese consumer psychology). Links How to leave an iTunes review Hosts John Artman, @knowsnothing, TechNode Matthew […]

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 […]

018: CHINA’S GAMING & E-SPORTS INDUSTRY WITH DANIEL AHMAD

This week Matt and John talk with Daniel Ahmad, an analyst at Niko Partners about: The uniqueness of China’s games market The size of the e-sports industry How gaming and e-sports are becoming more mainstream Tencent’s position in the games market The […]

014: TENCENT’S OTHER KILLER APP

This week Matt and John talk about Honor of Kings aka Strike of Kings aka Arena of Glory, Tencent’s uber popular mobile multiplayer game, including: Background on mobile gaming and MOBA’s Why it’s become a cultural phenomenon Why Tencent is […]

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 […]