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

Acquired

Ben Gilbert and David Rosenthal

Venturecapital, Ma, Investing, Acquisitions, Startups, Vc, Investment, Business, Technology

4.8 • 2.9K Ratings

🗓️ 5 May 2021

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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!

Sponsors:
Vanta: https://bit.ly/acquiredvanta

Statsig: bit.ly/statsigacquired
Modern Treasury: https://bit.ly/acquiredmoderntreasury

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:

Tech Buzz China: https://www.techbuzzchina.com
TBC's fantastic Insider community for investors and operators: https://www.techbuzzchina.com/insider

Transcript

Click on a timestamp to play from that location

0:00.0	your format on tech bus China is well probably a similar amount of piles of research to acquire your
0:07.6	format is way different you actually write the whole thing out beforehand right yeah we actually do
0:13.0	we don't even record synchronously at this point that's a craziest thing so wait can you explain
0:19.1	how what that means we just record separately I record my part and then you records her part
0:24.7	it's more like an audiobook each episode but sort of like a two people reacting to each other
0:29.6	who are not in real time in the same room it's wild welcome to this special episode of acquired
0:47.7	the podcast about great technology companies and the stories and playbooks behind them
0:52.4	I'm Ben Gilbert and I am the co-founder and managing director of Seattle based Pioneer Square
0:56.8	Labs and our venture fund PSL ventures and I'm David Rosenthal and I am an angel investor
1:02.9	based in San Francisco and we are your hosts on today's show we have a crossover episode with
1:09.9	Rayma and Yinglu from the tech bus China podcast woo so excited about this one been thinking about
1:16.7	doing this for a while I know I've been listening to Ray and Ying for many years at listening
1:22.9	many many times over on repeat while doing research for Maytwan and PDD and Tencent and Ali Baba
1:30.1	and Jeremy and all of our Chinatek episodes they are the best English language China tech
1:36.0	podcast out there and so excited to finally do this crossover yeah no kidding we wanted to cover
1:42.6	a few things and thought that the best way to do sort of a broad general China episode that's not
1:49.1	specifically about a company would be to collaborate on one and do it together so today we're
1:53.1	gonna talk about trends in 2021 for China tech how Ray and Ying do their research given that they
2:00.4	both live in the US their views on the China tech landscape and how those have evolved over the last
2:06.8	decade as that ecosystem has rapidly developed as we've covered on the show and a little fun
2:12.9	comparing and contrasting our two shows this is a great time to tell you about one of our very
2:19.2	favorite companies Crusoe so Crusoe as listeners know by now is a clean compute cloud provider
	...

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