In Part 1, I detailed some of the basics of SenseTime, China’s leading computer vision company. And I argued it was basically a linear business model, not a platform. It reminded me of Adobe and traditional software companies. But the economics of AI software companies at scale are still unknown. Especially when it is done […]
Chinese computer vision company SenseTime is now public. This was after years of setback after setback, including being placed on the US Treasury Department’s list of “Chinese military-industrial complex companies.” But it is now public in Hong Kong and it gives a fantastic look at the frontier of AI in China, especially computer vision. Why […]
Jeffrey Towson discusses the Chinese smart home company Tuya in this podcast. He shares his five questions for assessing the viability of a specialty ecommerce company and discusses Tuya’s strengths and weaknesses. Tuya is a leading provider of smart home solutions, with over 200,000 customers in over 200 countries. The company has been growing rapidly, but it faces competition from other Chinese companies, as well as from global players like Amazon and Google.
Singles’ Day is not just about e-commerce. It is also about user-facing innovation, such as live-streaming, metaverse, and NFTs. It is also about merchant-facing innovation, such as R&D and financing. And it is also about physical assets, such as supply-side scale and building a barrier to entry.
Singles’ Day is not just about e-commerce. It is also about user-facing innovation, such as live-streaming, metaverse, and NFTs. It is also about merchant-facing innovation, such as R&D and financing. And it is also about physical assets, such as supply-side scale and building a barrier to entry.
In Part 1, I made a distinction between the development of cloud and enterprise software. There is a sweeping new cloud architecture emerging at the same time almost every B2B enterprise software and service company is trying to become a platform or ecosystem. It’s pretty crazy. For enterprise software and services companies, the price of entry […]
In the past months, I’ve been looking at companies are on the enterprise and cloud side. As opposed to the B2C side, which is where China / Asia tends to be very advanced. As part of this, I recently did a podcast about the fight for “dominant design” in cloud. Snowflake, Tuya and the Fight […]
Hillhouse Capital is a leading private equity firm that invests in China. The firm has a successful track record of investing in and digitizing Chinese companies. Hillhouse’s approach is based on three key principles: identifying strong management teams, investing in digital transformation, and building moats.
Hillhouse Capital is a leading private equity firm that invests in China. The firm has a successful track record of investing in and digitizing Chinese companies. Hillhouse’s approach is based on three key principles: identifying strong management teams, investing in digital transformation, and building moats.
Chinese recruiting company Kanzhun has gone public on the Nasdaq. It runs a pretty interesting recruiting platform called Boss Zhipin. An Introduction to Boss Zhipin Boss Zhipin is a marketplace platform for recruiting. So this is a pretty standard platform for connecting job-seekers and companies (and recruiting agencies). In 2020, it had 25M monthly active […]