This was a really interesting post (Chinese) from LatePost, a very well regarded digital media initiative from Caijing magazine. They do mostly investigative, deep dives, and today’s was on Community Group Buying (CBG). Again, we did a podcast episode (Ep. 80) on the topic, and you should definitely check it […]
Daily Archives: May 17, 2022
Update: The valuation is $2Bn now (as of mid June, in Chinese), maybe even $3Bn. So I tweeted about this coffee chain on Twitter and got way more comments from fans than I expected. Of course, most people on Twitter who follow me but live in Shanghai are going to […]
For those who thought their Insider account was broken … sorry, it was because I had started the post and then my power went out for the next ten hours! Californian infrastructure … OK, so, the biggest piece of non-news this week aside from clarity on the cybersecurity situation was […]
Caixin had a deep dive on the Chinese semiconductor industry (in Chinese) that I thought was worth summarizing and highlighting. I will confess I don’t know a lot about semis; but I was lucky enough to speak to a few very experienced folks and I am continually updating myself on […]