Welcome to all the new subscribers! I write a longform analysis about tech in China from the perspective of a 🐢 VC. Sent out every….nevermind.
My dear readers,
In honour of the 10th edition of Chinese Characteristics, I will be collaborating with Mario at the Generalist for a piece on the Ant Group IPO.
Mario 🦊 @mariodgabrieleAnt Financial is set to become the world's biggest IPO. - 1B annual users (Alipay) - 80M monthly active *merchants* - $17.5T in volume processed in China I'm collaborating w @lillianmli to unpack the company. Sign up for this Sunday's piece! 👇 https://t.co/Tnl6ePFgif
This will cause a slight switch in our regular programming - the edition will be out this Sunday.
In the meantime, if you would like to help me understand you better (and also get access to a bonus article on ‘Why Chinese tech companies can’t create good B2B software - perspective from a product manager at Bytedance’) - please fill out this really quick survey ! Thank you!