title

TechBuzz China by Pandaily

SupChina

35
Followers
129
Plays
TechBuzz China by Pandaily
TechBuzz China by Pandaily

TechBuzz China by Pandaily

SupChina

35
Followers
129
Plays
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About Us

TechBuzz China by Pandaily is a biweekly technology podcast that is all about China's innovations. It is co-hosted by Ying-Ying Lu and Rui Ma, who are both seasoned China-watchers with years of experience working in the technology space in China. They share and discuss the most important tech news from China every week, and include commentary from investors, industry experts, and entrepreneurs.

Latest Episodes

Ep. 53: NetEase — Developing Pigs, Games, and People

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 a live meetup in Beijing’s Sanlitun at Taco Bar on Tuesday, October 8, and in Shanghai at Hotel Indigo on Thursday, October 10. Both will begin at 8:30 p.m. If you are in either of those cities, do come out and have a beer on us! Episode 53 of TechBuzz China is about NetEase. Listen to learn about the company’s founder, William Ding, and how he built a $33 billion empire based on a unique business style as well as on his belief that a company doesn’t need a direction or specific labels. Today, NetEase’s offerings range from email to publishing and developing games, and from breeding pigs to educating people. You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We do truly a...

32 MIN2 w ago
Comments
Ep. 53: NetEase — Developing Pigs, Games, and People

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

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 either of those cities, do come out and have a beer on us! Check our Twitter (@techbuzzchina) for updates on the exact locations and times. Episode 52 of TechBuzz China is on a topic from back in August, when Kuaishou, Baidu, Tencent, and Capital Today invested a collective $434 million into the Q&A site Zhihu 知乎. The site, which literally means “Do you know?” in Chinese, is comparable to Quora in its core services. Its 220 million monthly active users (MAU) is also comparable with Quora’s 300 million MAU. In typical TechBuzz fashion, our co-hosts, Rui Ma and Ying-Ying Lu, dive into Zhihu’s founding story, the company’s business strategy over time, and further comparisons with global sites such as Quora and Reddit. They conclude by explaining why the recent partnership between Kuaishou and Zhihu makes sense. Listen to find out: What does Chinese media believe is significant about the hometown province of Zhihu CEO Zhou Yuan 周源? Over the course of several years, how did Zhihu beat out competitors that included other startups as well as products created by the likes of Baidu? In fact, how might these past stories help to explain Baidu’s participation in Zhihu’s latest round? What is Fenda 分答, how does it relate to Zhihu’s trajectory, and what might explain why it was one of the first instances in which a Silicon Valley entrepreneur openly admitted that he found inspiration in the innovative design of a Chinese company? In what ways is Zhihu’s latest financing so notable, and what does it tell us about the current state of the internet landscape in China? How does Bytedance fit into this fray, and what has been the extent of its investment in the space? Finally, what do our co-hosts think about the future of the user-generated text and voice content space in China? You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We do truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. We are grateful for our ever-talented producers, Shaw Wan and Kaiser Kuo, and for our intern, Wang Menglu.

34 MINSEP 21
Comments
Ep. 52: Zhihu and Kuaishou — Has China’s Quora Found Its Prince Charming?

Ep. 51: Overview of China Tech: Rui Ma on SupChina Access

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.

51 MINAUG 31
Comments
Ep. 51: Overview of China Tech: Rui Ma on SupChina Access

Ep. 50: TechBuzz Live: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future

Episode 50 of TechBuzz China features author and journalist Matt Sheehan, author of The Transpacific Experiment: How China and California Collaborate and Compete for Our Future.

34 MINAUG 17
Comments
Ep. 50: TechBuzz Live: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future

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

In episode 49 ofTechBuzz China, co-hosts Ying-Ying Lu and Rui Ma continue their exploration of the converging trends between the U.S. and China’s ecommercesectors, 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, seem to have discovered this space at roughly the same time. Perhaps, our co-hosts muse, due to the tech-savvy nature of the Gen-Z demographic, differences across the two countries are far less than we think. Globally, this and other ecommerce platforms thus far have catered only to women; Poizon and other brands are showing the way to a category in which men are the primary consumers. Rui and Ying-Ying begin by explaining the impetus for this episode: the fact that two unicorns of roughly the same valuation, the same business (selling sneakers and other streetwear to urban youth), and the same lead investor (DST) were born in this space thi...

34 MINAUG 3
Comments
Ep. 49: China’s Gen-Z and its newest poison: sneakers

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

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 with a market cap of close to $2 billion. Though the company has not been covered much in English, it has been all the buzz in China’s tech community, and is a story that our co-hosts think is good for demonstrating both the similarities and the differences in the rise of D2C in the U.S. and China. Rui and Ying-Ying begin by explaining what they mean by the “snack market” in China. Though estimates differ on the market size, as well as the definitions of the market itself, our co-hosts agree that the market is enormous as well as highly fragmented. Enter CEO Liaoyuan Zhang (章燎原), whose background prior to founding Three Squirrels — in ...

34 MINJUL 20
Comments
Ep. 48: Three Squirrels: The Nutty World of Chinese D2C Brands

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

In episode 47 ofTechBuzz 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-language instruction. Notably, 8 of the 12 startup unicorns categorized as edtech by CBInsights are from China — and this does not include the number of publicly listed Chinese education companies in the U.S. Our co-hosts explain that edtech (alongside the recent TechBuzz topics of online brokerages, e-cigarettes, plastic surgery, and e-sports livestreaming) is yet another example of an industry that is thriving in China but is either not widely reported on or would not work well in other markets. Rui and Ying-Ying begin by exploring the landscape for English learning in China, in the context of edtech. They remind our listeners that while ov...

35 MINJUN 22
Comments
Ep. 47: Chinese K12 English EdTech: VIPKid and How Learning is Earning

Ep. 46: Futu, Tiger, and the trillion-dollar overseas online brokerage business from China

In episode 46 ofTechBuzz China, co-hosts Ying-Ying Lu and Rui Ma take a look at the market for China’s overseas online brokerages, which help Chinese people to invest in securities outside of mainland China. Of note, two Chinese fintech startups, Futu (富途 fù tú, or “path to riches”) and Tiger Brokers, went IPO in quick succession in March. This episode tells the stories of Futu and Tiger against a backdrop of relative volatility for U.S.-listed Chinese equities, as compared with their NASDAQ and NYSE peers. Join us as we explore the potential links between the rise of overseas online brokerages and this volatility, including the large pops — and subsequent bursts — of companies such as NIO, Luckin, and Qutoutiao that have listed in the U.S. in the past year. Indeed, Reuters has cheekily called the seesawing prices “trading with Chinese characteristics.” For listeners who are new to this topic, we recommend that you press the pause button and first listen to episode 40, wh...

35 MINJUN 8
Comments
Ep. 46: Futu, Tiger, and the trillion-dollar overseas online brokerage business from China

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

In episode 45 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about the rise of what has been touted as “the next big trend” in China tech: electronic cigarettes. Despite being criticized as a trap for entrepreneurs and investors alike, as well as concerns around ethical considerations, a large number of high-profile hardware entrepreneurs and consumer internet executives in China have jumped into the fray. Although China has yet to birth a decacorn in this sector like U.S.-based Juul, which is now valued at $38 billion, our co-hosts bet that at least one unicorn will emerge. After all, a recent research report by China’s Sinolink Securities projected the size of the domestic e-cig market to reach over $4 billion in the next four years — in many ways, we are only at day zero as measured against the market potential. Rui and Ying-Ying begin by explaining that since smartphone purchases in China have slowed, a lot of the wealth and entrepreneurial talent that was focused ...

32 MINMAY 25
Comments
Ep. 45: Totally Lit or Just Hot Air? The Rise of E-Cigarettes in China

Ep. 44: So young, more beautiful — the allure of China's plastic surgery market

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 depositary share (ADS) last week but is now trading at about $20. Prior to listing, So-Young had raised over $250 million in venture capital funding, including some from Tencent. Last year, it claimed to have made $8 million in net income, plus a market share of 82 percent based on user time spent on similar apps. Rui and Ying-Ying begin by giving an overview of the scale of the plastic surgery market in China. In China, the industry is broadly known as “医疗美容” (yīliáo měiróng) or “医美” (yī měi), roughly translated as “medical cosmetology,” which includes procedures such as hair removal, hair transplants, and various kinds o...

32 MINMAY 11
Comments
Ep. 44: So young, more beautiful — the allure of China's plastic surgery market

Latest Episodes

Ep. 53: NetEase — Developing Pigs, Games, and People

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 a live meetup in Beijing’s Sanlitun at Taco Bar on Tuesday, October 8, and in Shanghai at Hotel Indigo on Thursday, October 10. Both will begin at 8:30 p.m. If you are in either of those cities, do come out and have a beer on us! Episode 53 of TechBuzz China is about NetEase. Listen to learn about the company’s founder, William Ding, and how he built a $33 billion empire based on a unique business style as well as on his belief that a company doesn’t need a direction or specific labels. Today, NetEase’s offerings range from email to publishing and developing games, and from breeding pigs to educating people. You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We do truly a...

32 MIN2 w ago
Comments
Ep. 53: NetEase — Developing Pigs, Games, and People

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

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 either of those cities, do come out and have a beer on us! Check our Twitter (@techbuzzchina) for updates on the exact locations and times. Episode 52 of TechBuzz China is on a topic from back in August, when Kuaishou, Baidu, Tencent, and Capital Today invested a collective $434 million into the Q&A site Zhihu 知乎. The site, which literally means “Do you know?” in Chinese, is comparable to Quora in its core services. Its 220 million monthly active users (MAU) is also comparable with Quora’s 300 million MAU. In typical TechBuzz fashion, our co-hosts, Rui Ma and Ying-Ying Lu, dive into Zhihu’s founding story, the company’s business strategy over time, and further comparisons with global sites such as Quora and Reddit. They conclude by explaining why the recent partnership between Kuaishou and Zhihu makes sense. Listen to find out: What does Chinese media believe is significant about the hometown province of Zhihu CEO Zhou Yuan 周源? Over the course of several years, how did Zhihu beat out competitors that included other startups as well as products created by the likes of Baidu? In fact, how might these past stories help to explain Baidu’s participation in Zhihu’s latest round? What is Fenda 分答, how does it relate to Zhihu’s trajectory, and what might explain why it was one of the first instances in which a Silicon Valley entrepreneur openly admitted that he found inspiration in the innovative design of a Chinese company? In what ways is Zhihu’s latest financing so notable, and what does it tell us about the current state of the internet landscape in China? How does Bytedance fit into this fray, and what has been the extent of its investment in the space? Finally, what do our co-hosts think about the future of the user-generated text and voice content space in China? You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We do truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. We are grateful for our ever-talented producers, Shaw Wan and Kaiser Kuo, and for our intern, Wang Menglu.

34 MINSEP 21
Comments
Ep. 52: Zhihu and Kuaishou — Has China’s Quora Found Its Prince Charming?

Ep. 51: Overview of China Tech: Rui Ma on SupChina Access

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.

51 MINAUG 31
Comments
Ep. 51: Overview of China Tech: Rui Ma on SupChina Access

Ep. 50: TechBuzz Live: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future

Episode 50 of TechBuzz China features author and journalist Matt Sheehan, author of The Transpacific Experiment: How China and California Collaborate and Compete for Our Future.

34 MINAUG 17
Comments
Ep. 50: TechBuzz Live: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future

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

In episode 49 ofTechBuzz China, co-hosts Ying-Ying Lu and Rui Ma continue their exploration of the converging trends between the U.S. and China’s ecommercesectors, 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, seem to have discovered this space at roughly the same time. Perhaps, our co-hosts muse, due to the tech-savvy nature of the Gen-Z demographic, differences across the two countries are far less than we think. Globally, this and other ecommerce platforms thus far have catered only to women; Poizon and other brands are showing the way to a category in which men are the primary consumers. Rui and Ying-Ying begin by explaining the impetus for this episode: the fact that two unicorns of roughly the same valuation, the same business (selling sneakers and other streetwear to urban youth), and the same lead investor (DST) were born in this space thi...

34 MINAUG 3
Comments
Ep. 49: China’s Gen-Z and its newest poison: sneakers

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

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 with a market cap of close to $2 billion. Though the company has not been covered much in English, it has been all the buzz in China’s tech community, and is a story that our co-hosts think is good for demonstrating both the similarities and the differences in the rise of D2C in the U.S. and China. Rui and Ying-Ying begin by explaining what they mean by the “snack market” in China. Though estimates differ on the market size, as well as the definitions of the market itself, our co-hosts agree that the market is enormous as well as highly fragmented. Enter CEO Liaoyuan Zhang (章燎原), whose background prior to founding Three Squirrels — in ...

34 MINJUL 20
Comments
Ep. 48: Three Squirrels: The Nutty World of Chinese D2C Brands

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

In episode 47 ofTechBuzz 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-language instruction. Notably, 8 of the 12 startup unicorns categorized as edtech by CBInsights are from China — and this does not include the number of publicly listed Chinese education companies in the U.S. Our co-hosts explain that edtech (alongside the recent TechBuzz topics of online brokerages, e-cigarettes, plastic surgery, and e-sports livestreaming) is yet another example of an industry that is thriving in China but is either not widely reported on or would not work well in other markets. Rui and Ying-Ying begin by exploring the landscape for English learning in China, in the context of edtech. They remind our listeners that while ov...

35 MINJUN 22
Comments
Ep. 47: Chinese K12 English EdTech: VIPKid and How Learning is Earning

Ep. 46: Futu, Tiger, and the trillion-dollar overseas online brokerage business from China

In episode 46 ofTechBuzz China, co-hosts Ying-Ying Lu and Rui Ma take a look at the market for China’s overseas online brokerages, which help Chinese people to invest in securities outside of mainland China. Of note, two Chinese fintech startups, Futu (富途 fù tú, or “path to riches”) and Tiger Brokers, went IPO in quick succession in March. This episode tells the stories of Futu and Tiger against a backdrop of relative volatility for U.S.-listed Chinese equities, as compared with their NASDAQ and NYSE peers. Join us as we explore the potential links between the rise of overseas online brokerages and this volatility, including the large pops — and subsequent bursts — of companies such as NIO, Luckin, and Qutoutiao that have listed in the U.S. in the past year. Indeed, Reuters has cheekily called the seesawing prices “trading with Chinese characteristics.” For listeners who are new to this topic, we recommend that you press the pause button and first listen to episode 40, wh...

35 MINJUN 8
Comments
Ep. 46: Futu, Tiger, and the trillion-dollar overseas online brokerage business from China

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

In episode 45 of TechBuzz China, co-hosts Ying-Ying Lu and Rui Ma talk about the rise of what has been touted as “the next big trend” in China tech: electronic cigarettes. Despite being criticized as a trap for entrepreneurs and investors alike, as well as concerns around ethical considerations, a large number of high-profile hardware entrepreneurs and consumer internet executives in China have jumped into the fray. Although China has yet to birth a decacorn in this sector like U.S.-based Juul, which is now valued at $38 billion, our co-hosts bet that at least one unicorn will emerge. After all, a recent research report by China’s Sinolink Securities projected the size of the domestic e-cig market to reach over $4 billion in the next four years — in many ways, we are only at day zero as measured against the market potential. Rui and Ying-Ying begin by explaining that since smartphone purchases in China have slowed, a lot of the wealth and entrepreneurial talent that was focused ...

32 MINMAY 25
Comments
Ep. 45: Totally Lit or Just Hot Air? The Rise of E-Cigarettes in China

Ep. 44: So young, more beautiful — the allure of China's plastic surgery market

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 depositary share (ADS) last week but is now trading at about $20. Prior to listing, So-Young had raised over $250 million in venture capital funding, including some from Tencent. Last year, it claimed to have made $8 million in net income, plus a market share of 82 percent based on user time spent on similar apps. Rui and Ying-Ying begin by giving an overview of the scale of the plastic surgery market in China. In China, the industry is broadly known as “医疗美容” (yīliáo měiróng) or “医美” (yī měi), roughly translated as “medical cosmetology,” which includes procedures such as hair removal, hair transplants, and various kinds o...

32 MINMAY 11
Comments
Ep. 44: So young, more beautiful — the allure of China's plastic surgery market