The 🇨🇳 SaaS series #️⃣ 1; Bonus: The F theory of startup evolution
Great writing, and that's why this article is on top of google search of 'Chinese SaaS'.
Have you looked into the data with the big SaaS providers i.e. Microsoft (365), Salesforce, ServiceNow etc. - it will be interesting to see their China strategy and progress made over the past few years.
How quickly things have changed since this post.
interesting~ also noted another interesting fact that personal computer ownership in China is around 50%, while US and Europe achieve 80%, this may play a factor.
Found the F Theory exposition very interesting! Could you elaborate on examples of meta-enterprise vs enterprise companies? For example, is Slack meta-enterprise because it serves both enterprise and consumer facing businesses?