Tech Buzz China by Pandaily
SupChina
Tech Buzz China by Pandaily is a biweekly technology podcast that is all about China's innovations. It is co-hosted by Rui Ma and Ying Lu, 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.
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Top 10 Tech Buzz China by Pandaily Episodes
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Ep. 58: China grocery ecommerce: Bloodbath or gold mine?
Tech Buzz China by Pandaily
01/10/20 • 35 min
In Episode 58 of TechBuzz China, our first episode of the new decade, co-hosts Rui Ma and Ying-Ying Lu talk about grocery ecommerce, or buying fresh food over the internet. The sector, which in China is sometimes taken to include “new retail” concepts such as Alibaba’s Hema, is seen as one of the few remaining “blue ocean” ecommerce opportunities in China. Thus, it is growing rapidly and attracting a lot of investment and interest.
Listen to find out: Given the amount of action in the industry, why is the penetration rate still at less than 5 percent? What main challenges within the industry have made it difficult for the various players to scale up? Within the current landscape, what are the differences between purely online services, versus hybrid online-offline, and what have been the growth patterns for both? Finally and perhaps most importantly, what daily habits and cultural factors surrounding grocery shopping in China form the foundation for these realities today...and into the future?
You can find these stories and more at pandaily.com. If you enjoy our content, please let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com.
We are grateful for our producers, Caiwei Chen and Kaiser Kuo. Also, a big thank-you to the talented Shaw Wan for her support to date. We wish you the very best in your next role!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/10/20 • 35 min
Ep. 57: Bilibili — the YouTube of China?
Tech Buzz China by Pandaily
12/13/19 • 37 min
Here at TechBuzz, we have been busy preparing for our second Investor Trip for March 2–6, 2020. If you are a full-time investor with at least 10 years of experience, consider applying for the trip by writing to us at [email protected]. During our inaugural Investor Trip in October, Bilibili was one of the companies we visited, and it turned out to be one of our most highly rated meetings! We hope you enjoy what we’ve prepared today.
In episode 57 of TechBuzz China, co-hosts Rui Ma and Ying-Ying Lu talk about Bilibili, a Chinese company that has no easy Western comparable — even as it sells a narrative of being “the YouTube of China.” Bilibili was in the headlines last week for paying $113 million for the Chinese broadcast rights for the next three League of Legends championships. Today, its core businesses include mobile games, livestreaming, advertising, and ecommerce.
Listen to find out: How was Bilibili founded? In what ways is its founder, hardcore anime fan Xu Yi, distinctive? How does the site — which has one-in-three Gen Z-ers under the age of 30 in China active monthly on its platform, spending an average of 83 minutes a day on it — work? What characteristics have enabled it to be one of the few entities to receive investment from both Tencent and Alibaba? Do our co-hosts think the company will be able to scale to the next level, by reaching its own target of doubling revenue, while retaining the sense of authenticity and close connection with its fans that it has been able to build over the years?
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.
Of course, we are always grateful for our talented producers, Shaw Wan and Kaiser Kuo.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12/13/19 • 37 min
Ep. 56: Not just TikTok: A short history of Chinese short video abroad
Tech Buzz China by Pandaily
11/22/19 • 33 min
Episode 56 of TechBuzz China is all about short video, which our co-hosts comment should by now be considered one of China’s “New Four Great Inventions.” It’s sweeping the world, and has become an arena in which Chinese companies’ battle for users and revenue is extending abroad. Most of our listeners will have heard of Bytedance’s product TikTok, and likely even of Kuaishou (see TechBuzz #55), but what about other players such as Likee — what is their story?
Short videos shot in China, or on apps made in China, are increasingly common sights on social media feeds around the world. Indeed, chuhai (出海 chūhǎi), which literally means “going beyond the seas,” has come to mean “doing business abroad,” and it is going to be a bigger and bigger trend in China tech. The stories of how these short-video companies got started, the mistakes they made and turning points along the way, and how that shapes company DNA and long-term strategy can guide you as to how these players are likely to approach the global markets you care about.
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.
Of course, we are always grateful for our talented producers, Shaw Wan and Kaiser Kuo. P.S. Congratulations on a successful conference this week, SupChina!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/22/19 • 33 min
Ep. 55: Kuaishou: The Anti-Douyin/TikTok?
Tech Buzz China by Pandaily
11/08/19 • 37 min
Episode 55 of TechBuzz China is about a company we have admittedly relegated to a “supporting role” thus far here on TechBuzz: Kuaishou, which is rightfully known as the original Chinese short-video app. Rui and Ying-Ying explain that while Bytedance and its Douyin and TikTok products seem to be clear stars today, that trend was not always obvious. It is true that Kuaishou is experiencing declining market share and experimenting with new, hard-charging avenues of growth, but our co-hosts argue that its role in today’s content ecosystem has generally been understated by Western observers.
To that end, this week, we delve into the history, leadership, business models, shareholders, and self-proclaimed mission of the Kuaishou app. Listeners may decide for themselves: Do Kuaishou and Douyin really serve different demographics with decidedly different products? Or does a large 46.5 percent user overlap mean that this doesn’t matter — that it is, in fact, a battle to the death, and for a greater end purpose than simply short video?
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.
Of course, we are always grateful for our talented producers, Shaw Wan and Kaiser Kuo. Thank you!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
11/08/19 • 37 min
Ep. 54: Influencers, KOLs, idols, and the future of China ecommerce
Tech Buzz China by Pandaily
10/25/19 • 33 min
TechBuzz China is back from China! We are happy to say that the week of back-to-back meetings we had in our first-ever Investor Trip was a great success. We were able to visit a host of companies we’ve previously covered on the podcast, like Ximalaya, Xiaohongshu, Ruhan, Xiaomi, China Renaissance, Tiger Brokers, and more, as well as new ones such as Ctrip, Mogujie, Qutoutiao, and Bilibili, which we hope to talk about in more detail soon. Thank you to everyone who hosted us, and a special thanks to all of our listeners who came out for our happy hours!
Episode 54 of TechBuzz China is about the rise of the influencer and idol economies in China, which is a major trend that has created an entirely new ecosystem online. Indeed, one-third of China’s total retail sales are taking place online, and its ecommerce platforms are some of the most innovative and advanced in the world. Listen to learn about phenomena such as live-streaming ecommerce (直播电商), multi-channel networks (MCNs), the role of celebrities, and the lengths to which fans in China will go to in order to keep their idols on top. How are these factors influencing the way large Chinese internet companies operate?
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/25/19 • 33 min
Ep. 53: NetEase — Developing Pigs, Games, and People
Tech Buzz China by Pandaily
10/04/19 • 32 min
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 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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
10/04/19 • 32 min
Ep. 52: Zhihu and Kuaishou — Has China’s Quora Found Its Prince Charming?
Tech Buzz China by Pandaily
09/20/19 • 34 min
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.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
09/20/19 • 34 min
Ep. 51: Overview of China Tech: Rui Ma on SupChina Access
Tech Buzz China by Pandaily
08/30/19 • 51 min
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. As longtime listeners know, we are proudly one of the most long-standing podcasts within SupChina’s Sinica Podcast Network. In this episode, Jeremy prompts Rui to speak on some of the hottest topics, trends, and companies covered in past TechBuzz episodes: Luckin Coffee, e-cigarettes, Baidu, Bytedance, EV carmakers, real estate platforms, and 996 work culture. Overall, it serves as a great intro to the past TechBuzz episodes, if you haven’t already listened to them!
In addition, listen in to hear Rui share her expertise on: What is the current macro environment for venture capital and startups in China — is the “tech winter” really coming? What is the status of the STAR market that just launched, and how will it affect the growth of the innovation economy? Does Rui believe that U.S. startups can realistically enter China? What is the most interesting Chinese tech company that Rui knows of, and that listeners on the call may not yet have heard of? What are her thoughts on the business models or revenue models that are unique to China? Is reporting in China “real” — in other words, could a story like Theranos also happen there?
SupChina is an independent digital media company dedicated to informing, entertaining, and educating a global audience about business, technology, politics, and culture in China, and SupChina Access is its paid membership that provides even more content, including conference calls such as what you hear on this session with Rui. So, if you enjoy this episode, you should head to SupChina for details on membership. As always, thank you to the entire SupChina team for your constant support.
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 at @techbuzzchina! We do truly appreciate your feedback. Thank you also to our listeners over at our partner, dealstreetasia.com.
We are grateful for our supportive and talented producers, Shaw Wan and Kaiser Kuo, and for our intern, Wang Menglu.
Listeners who are interested in visiting China but don’t know where to begin should check out Pandaily’s one-week immersion into China’s tech scene, taking place October 13–19, 2019: decode.pandaily.com. This trip is not to be confused with TechBuzz China’s inaugural invite-only China Investor Trip for public market investors, which will be held October 7–13. Watch out for TechBuzz meetups held in both Beijing and Shanghai!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/30/19 • 51 min
Ep. 50: TechBuzz Live: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future
Tech Buzz China by Pandaily
08/16/19 • 34 min
Episode 50 of TechBuzz China is unique: it’s our first live recording! It features co-host Rui Ma in conversation with author and journalist Matt Sheehan, currently a fellow based at the Paulson Institute’s MacroPolo think tank. It was recorded at the August 13 launch of Matt’s new book, The Transpacific Experiment: How China and California Collaborate and Compete for Our Future. As our co-hosts have commented on previous episodes, we respect Matt as one of the smartest and most thoughtful voices on U.S.-China topics. Though his book covers content and industries that we at TechBuzz usually do not, these topics are crucial to understanding the greater context that defines U.S-China tech today — especially given today’s geopolitical situation.
Listen to find out: What does Matt think are some of the long-term repercussions of the Chinese education system, and how they may ultimately impact the decisions and preferences of Chinese tech talent? What does Matt mean when he writes that the Bay Area is to those born and raised in China what Shanghai is like for Americans — and what is the deeper insight here? How do Chinese tech companies often choose to compete in places like India, Brazil, and Indonesia, as compared with American ones, and why? What about Hollywood-U.S. ties: will Hollywood continue to win over hearts and wallets in China, despite the trade war and other macro factors? What about flows of capital between the U.S. and China — how have they been affected? Importantly, what does Matt predict for the future of the Transpacific Experiment, and why should TechBuzz listeners care about its outcomes?
You can purchase (and review!) Matt’s book on Amazon. As always, 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 at @techbuzzchina! Thank you also to our listeners over at our partner, dealstreetasia.com.
We are grateful for our supportive and talented producers, Shaw Wan and Kaiser Kuo, and for our intern, Wang Menglu. Thank you!
Listeners who are interested in visiting China but never knew where to begin should check out Pandaily’s one-week immersion into China’s tech scene, taking place October 13-19, 2019: decode.pandaily.com. This trip is not to be confused with TechBuzz China’s inaugural invite-only China Investor Trip for public market investors, which will be held from October 7-13. Watch out for TechBuzz meetups held in your city!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
08/16/19 • 34 min
Ep. 59: China Tech 2019 in Review
Tech Buzz China by Pandaily
01/24/20 • 30 min
Episode 59 of Tech Buzz China takes a retrospective look at 2019 in China internet culture and business happenings. Co-hosts Rui Ma and Ying-Ying Lu review their top picks of the need-to-know trends, occurrences, and players that shaped the landscape in 2019. From the saturation of Chinese mobile internet users to the rise of the rural consumer and a decline in funding for tech companies, listen and decide for yourself: do you agree with our analyses and predictions as we enter the New Year of the Golden Rat?
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 truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com.
We are grateful for our talented producers, Caiwei Chen and Kaiser Kuo.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
01/24/20 • 30 min
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FAQ
How many episodes does Tech Buzz China by Pandaily have?
Tech Buzz China by Pandaily currently has 84 episodes available.
What topics does Tech Buzz China by Pandaily cover?
The podcast is about News, Tech News, Podcasts and Technology.
What is the most popular episode on Tech Buzz China by Pandaily?
The episode title 'Ep. 58: China grocery ecommerce: Bloodbath or gold mine?' is the most popular.
What is the average episode length on Tech Buzz China by Pandaily?
The average episode length on Tech Buzz China by Pandaily is 31 minutes.
How often are episodes of Tech Buzz China by Pandaily released?
Episodes of Tech Buzz China by Pandaily are typically released every 13 days, 21 hours.
When was the first episode of Tech Buzz China by Pandaily?
The first episode of Tech Buzz China by Pandaily was released on Apr 17, 2018.
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