A Deep Dive on China's Automotive Industry

04/27/21 • 34 min

On the heels of the Shanghai Automotive Show, Bill Russo of Automobility Ltd. joins us for a deep dive on the automotive industry and which types of players are likely to be winners and losers in the biggest global markets - China and the US. Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

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A Deep Dive on China's Semiconductor Industry

Our latest deep dive on China tech. Semiconductors companies used to be boring. Now they are at the frontline of a global macro competition between two powers. We look at the China semiconductor industry and the challenges it faces as it seeks to bring more of the value chain home locally and rely less on foreign suppliers. A bridge too far? Have a listen and find out. Guests: Stewart Randall, Director of Operations and Global Lead for Electronics and Embedded at Intralink in Shanghai. Nalin Balan, Head of Sales and Business Development for Reality AI in San Francisco and former Head of IP Sales for Asia Pacific at Cadence Design Systems. Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts

Next Episode

How China's First Internet Companies Went IPO in the US

The Variable Interest Entity. Sounds like a boring term an accountant or lawyer might use. Well it is an accounting term, but it’s anything but boring when you know how its used in the real world. It’s the key to how all Chinese internet companies have been structured to go IPO outside of China for the last 20 years. Let’s just say it’s a bit of a clunky workaround to deal with restrictions on foreign investment in the internet space in China, and despite its clunkiness, it’s still going strong today. We’ll get into the notorious Alipay – Softbank – Yahoo story and others where the VIE was center stage in that drama. Check it out with our guest Ma Xiaohu, one of the leading early technology lawyers in China who along with a few others had to come up with all these wonderful structures 20 years ago to enable that first batch of Chinese internet IPOs to happen... Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts