Start / China Tech Investor / 03 bytedance the most valued unicorn in the world with jon russell

03: Bytedance - The most valued unicorn in the world with Jon Russell

68 min • 15 november 2018

Elliott Zaagman and James Hull discuss why investors should put 11.11 sales numbers in perspective and look at which companies on the watch list are most vulnerable to a recession or worsening trade tensions.

They are also joined by TechCrunch reporter Jon Russell, with whom they talk about Bytedance, Xiaomi, and the trend of international user acquisition.

Senaste avsnitt

CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist

9 december 2021 | 48 min

CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer

29 juli 2021 | 66 min

CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

8 juli 2021 | 64 min

CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris

10 juni 2021 | 77 min

CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)

28 maj 2021 | 68 min

CTI 74: China’s evolving semiconductor landscape, with Stewart Randall

12 maj 2021 | 66 min

CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang

12 april 2021 | 37 min

CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris

2 april 2021 | 86 min

CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

19 mars 2021 | 62 min

CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi

26 februari 2021 | 60 min

CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris

9 februari 2021 | 62 min

CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

19 januari 2021 | 53 min

CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné

23 december 2020 | 50 min

CTI 66: EV makers got a big charge in 2020, with Tu Le

15 december 2020 | 62 min

CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris

1 december 2020 | 68 min

CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan

13 november 2020 | 58 min

CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale

5 november 2020 | 68 min

CTI 62: Xiaomi’s resilience, with Bryan Ma

17 oktober 2020 | 43 min

61: Ant Group is really big, and really confusing

25 september 2020 | 66 min

60: Breaking down quarterly earnings from BABA, JD, and PDD

1 september 2020 | 78 min

59: China’s cloud landscape, with Kevin Xu

26 augusti 2020 | 61 min

58: Are China and India getting a tech divorce? With Dev Lewis

3 augusti 2020 | 68 min

57: Tom Orlik on why the China bubble never seems to pop

21 juli 2020 | 73 min

56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US

19 juni 2020 | 57 min

55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao

22 maj 2020 | 75 min

54: After Luckin, fraud will still be a problem. With Wei Sheng

30 april 2020 | 54 min

53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour

22 april 2020 | 65 min

52: Luckin - The writing was on the wall with Michael Norris

7 april 2020 | 57 min

51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.

26 mars 2020 | 71 min

50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi

4 mars 2020 | 75 min

49: Huawei, Google, and the “splinternet,” with Wei Sheng

26 februari 2020 | 50 min

48: The coronavirus ripple effect, with Marcus Ryder

6 februari 2020 | 46 min

47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan

17 januari 2020 | 56 min

46: 2019’s biggest winners and losers, and what to expect for 2020

8 januari 2020 | 64 min

45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

25 december 2019 | 57 min

CTI 44: Ed-tech in China with John Artman

21 december 2019 | 67 min

43: Alibaba has a Meituan problem. Can they solve it with $11 billion?

10 december 2019 | 47 min

42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis

27 november 2019 | 63 min

41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris

20 november 2019 | 67 min

CTI 40: China’s blockchain bonanza with Matthew Graham

15 november 2019 | 71 min

CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu

4 november 2019 | 52 min

38: An interview with Pinduoduo’s David Liu

17 oktober 2019 | 46 min

37: Exploring the slowdown in China’s private funding with Jane Li

9 oktober 2019 | 60 min

36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings)

10 september 2019 | 44 min

35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)

2 september 2019 | 64 min

34: Alibaba, JD, and the new retail revolution with Michael Zakkour

2 september 2019 | 53 min

33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more

2 september 2019 | 54 min

32: What's special about Bilibili?

9 augusti 2019 | 52 min

31: AI competitiveness: How Chinese and US firms stack up

30 juli 2019 | 77 min

30: A peek inside China’s banking industry with Trivium China’s Andrew Polk

5 juli 2019 | 78 min

29: India’s tech landscape, with Dev Lewis

24 juni 2019 | 68 min

28: Earnings dive — 1Q 2019 iQiyi and Tencent

21 juni 2019 | 70 min

27: Alibaba’s earnings and is this the end of the “China Hustle?”

11 juni 2019 | 51 min

26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money

6 juni 2019 | 62 min

25: Live from Emerge—Huawei on the US Entities list with Paul Mozur

30 maj 2019 | 42 min

24: SoftBank's Vision Fund and peak tech with Shai Oster

15 maj 2019 | 56 min

23: Is Luckin Coffee a real business?

5 maj 2019 | 73 min

22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider

29 april 2019 | 58 min

21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research

23 april 2019 | 61 min

20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong

17 april 2019 | 77 min

19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)

8 april 2019 | 52 min

18: Growing in a mature market with Michael Norris (part 1/2)

25 mars 2019 | 69 min

17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

7 mars 2019 | 72 min

16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list

27 februari 2019 | 70 min

15: Tencent buys part of Reddit and common reporting standards

17 februari 2019 | 71 min

14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”

3 februari 2019 | 80 min

13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund

27 januari 2019 | 69 min

12: Huawei’s dilemma and the shrinking smartphone pie

18 januari 2019 | 59 min

11: Obnoxiously addictive short video apps with Masha Borak

14 januari 2019 | 76 min

10: The tech cold war with Paul Triolo

2 januari 2019 | 73 min

09: Tech transfer concessions

29 december 2018 | 57 min

08: Relocating a factory from China, what to know

19 december 2018 | 69 min

07: The Tencent Music IPO drama

12 december 2018 | 56 min

06: Trade agreements and communist party committees with Christopher Balding

5 december 2018 | 76 min

05: JD and Xiaomi’s earnings & adding Pinduoduo with Xue Yujie

28 november 2018 | 65 min

04: Caixin Summit & Tencent’s strategic upgrade with Matt Brennan

23 november 2018 | 53 min

03: Bytedance - The most valued unicorn in the world with Jon Russell

15 november 2018 | 68 min

02: Adding JD to the watchlist with Rui Ma

6 november 2018 | 56 min

01: Welcome to the China Tech Investor podcast

30 oktober 2018 | 54 min

03: Bytedance - The most valued unicorn in the world with Jon Russell

Senaste avsnitt

CTI 84: Can China’s data regulations foster both security and development? With Tom Nunlist

CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris

CTI 82: Will online gaming remain a pillar of China’s digital economy?

CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

CTI 80: Breaking down China’s tech regulation (thus far), with John Artman

CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

CTI 78: Didi’s evolving saga and Beijing’s regulatory ambitions, with Kendra Schaefer

CTI 77: MissFresh and Dingdong Maicai, with Emma Lee

CTI 76: Baidu, Tencent, and JD earnings, with Michael Norris

CTI 75: The past, present, and future of Bytedance, with Zheping Huang (plus Kuaishou earnings)

CTI 74: China’s evolving semiconductor landscape, with Stewart Randall

CTI 73: Zhihu is a household name in China. But will it pay off for shareholders? With Zeyi Yang

CTI 72: Pinduoduo, Kuaishou, and Meituan earnings, plus listener questions, with Michael Norris

CTI 71: Chinese Antritrust Exceptionalism, with Angela Huyue Zhang

CTI 70: Ant Group, DCEP, crypto mining, and all things China fintech with Eliza Gkritsi

CTI 69: Is Kuaishou just a smaller version of Bytedance? Or is it something more? With Michael Norris

CTI 68: From Alibaba & Ant to Xiaomi: Looking back at 2020, forward to 2021

CTI 67: The boom and bust of China’s 'second landlords,' with Capucine Cogné

CTI 66: EV makers got a big charge in 2020, with Tu Le

CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris

CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan

CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale

CTI 62: Xiaomi’s resilience, with Bryan Ma

61: Ant Group is really big, and really confusing

60: Breaking down quarterly earnings from BABA, JD, and PDD

59: China’s cloud landscape, with Kevin Xu

58: Are China and India getting a tech divorce? With Dev Lewis

57: Tom Orlik on why the China bubble never seems to pop

56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US

55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao

54: After Luckin, fraud will still be a problem. With Wei Sheng

53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour

52: Luckin - The writing was on the wall with Michael Norris

51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.

50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi

49: Huawei, Google, and the “splinternet,” with Wei Sheng

48: The coronavirus ripple effect, with Marcus Ryder

47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan

46: 2019’s biggest winners and losers, and what to expect for 2020

45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

CTI 44: Ed-tech in China with John Artman

43: Alibaba has a Meituan problem. Can they solve it with $11 billion?

42: Trade wars, debt, and the future of the Chinese economy with Michael Pettis

41: Alibaba, JD, Tencent, and WOW, LUCKIN COFFEE! with Michael Norris

CTI 40: China’s blockchain bonanza with Matthew Graham

CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu

38: An interview with Pinduoduo’s David Liu

37: Exploring the slowdown in China’s private funding with Jane Li

36: E-sports in China with Bloomberg’s Zheping Huang (also Meituan’s earnings)

35: Why Xiaomi needs to face the music, with Tim Culpan (plus PDD, iQiyi, and Baidu earnings)

34: Alibaba, JD, and the new retail revolution with Michael Zakkour

33: 2019 year-to-date for China’s tech stocks: Meituan surges, Baidu slumps, and more

32: What's special about Bilibili?

31: AI competitiveness: How Chinese and US firms stack up

30: A peek inside China’s banking industry with Trivium China’s Andrew Polk

29: India’s tech landscape, with Dev Lewis

28: Earnings dive — 1Q 2019 iQiyi and Tencent

27: Alibaba’s earnings and is this the end of the “China Hustle?”

26: Baidu’s unprofitable quarter and Pinduoduo keeps burning money

25: Live from Emerge—Huawei on the US Entities list with Paul Mozur

24: SoftBank's Vision Fund and peak tech with Shai Oster

23: Is Luckin Coffee a real business?

22: Livestreaming fashion and the dangers of stock-picking with Jordan Schneider

21: Why UXIN’s stock is a lemon with Anne Stevenson-Yang of J Capital Research

20: Xiaomi's Q4 earnings and China's new tech board with Jacky Wong

19: Tencent’s earnings and growing in mature market with Michael Norris (part 2/2)

18: Growing in a mature market with Michael Norris (part 1/2)

17: JD's strong earnings and Alibaba vs Tencent with Tim Culpan

16: Bytedance's Shanghai IPO, Meituan Dianping added to the watch list

15: Tencent buys part of Reddit and common reporting standards

14: Alibaba’s earnings and Chinese e-commerce in southeast Asia with Bernard Leong”

13: Davos, Vancouver real estate, and entrepreneurship in China with Shlomo Freund

12: Huawei’s dilemma and the shrinking smartphone pie

11: Obnoxiously addictive short video apps with Masha Borak

10: The tech cold war with Paul Triolo

09: Tech transfer concessions

08: Relocating a factory from China, what to know

07: The Tencent Music IPO drama