60 episodes

TechBuzz China by Pandaily is a biweekly technology podcast that is all about China's innovations. It is co-hosted by Ying-Ying Lu and Rui Ma, who are both seasoned China-watchers with years of experience working in the technology space in China. They share and discuss the most important tech news from China every week, and include commentary from investors, industry experts, and entrepreneurs.

Tech Buzz China by Pandaily SupChina

    • Technology

TechBuzz China by Pandaily is a biweekly technology podcast that is all about China's innovations. It is co-hosted by Ying-Ying Lu and Rui Ma, who are both seasoned China-watchers with years of experience working in the technology space in China. They share and discuss the most important tech news from China every week, and include commentary from investors, industry experts, and entrepreneurs.

    Ep. 60: Wuhan Coronavirus: Impact on China Tech

    Ep. 60: Wuhan Coronavirus: Impact on China Tech

    Episode 60 of Tech Buzz China is a special on the Wuhan coronavirus and its impact on China tech, as seen by co-hosts Rui Ma and Ying-Ying Lu. As we produce this episode, all of China is still pretty much on lockdown in response to the virus — it’s a transformative time. 

    We talk about the impact on a range of sectors such as grocery ecommerce, remote work, philanthropy, video gaming, entertainment, education, fitness, and healthcare. Which changes are short term, and which ones might be more long-lasting? Importantly, we also provide context on the city of Wuhan, which is located just 500 miles west of Shanghai and plays an underrated yet important role in China’s technology ecosystem and the country’s economy as a whole. 

    For more analyses, including a piece that we wrote on the virus and its impact on China tech, you can subscribe to our Tech Buzz newsletter at bit.ly/techbuzzextrabuzz. As promised last week, we have donated a month’s worth of Extra Buzz gross revenue, or $200, to the Wuhan coronavirus effort to date. 

    You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. 

    We are grateful for our talented producers, Caiwei Chen and Kaiser Kuo. Thank you also to our intern at Pandaily, Xu Ruomeng, for helping with this week’s transcript.

    • 27 min
    Ep. 59: China Tech 2019 in Review

    Ep. 59: China Tech 2019 in Review

    Episode 59 of Tech Buzz China takes a retrospective look at 2019 in China internet culture and business happenings. Co-hosts Rui Ma and Ying-Ying Lu review their top picks of the need-to-know trends, occurrences, and players that shaped the landscape in 2019. From the saturation of Chinese mobile internet users to the rise of the rural consumer and a decline in funding for tech companies, listen and decide for yourself: do you agree with our analyses and predictions as we enter the New Year of the Golden Rat? 

    You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. 

    We are grateful for our talented producers, Caiwei Chen and Kaiser Kuo.

    • 30 min
    Ep. 58: China grocery ecommerce: Bloodbath or gold mine?

    Ep. 58: China grocery ecommerce: Bloodbath or gold mine?

    In Episode 58 of TechBuzz China, our first episode of the new decade, co-hosts Rui Ma and Ying-Ying Lu talk about grocery ecommerce, or buying fresh food over the internet. The sector, which in China is sometimes taken to include “new retail” concepts such as Alibaba’s Hema, is seen as one of the few remaining “blue ocean” ecommerce opportunities in China. Thus, it is growing rapidly and attracting a lot of investment and interest. 

    Listen to find out: Given the amount of action in the industry, why is the penetration rate still at less than 5 percent? What main challenges within the industry have made it difficult for the various players to scale up? Within the current landscape, what are the differences between purely online services, versus hybrid online-offline, and what have been the growth patterns for both? Finally and perhaps most importantly, what daily habits and cultural factors surrounding grocery shopping in China form the foundation for these realities today…and into the future? 

    You can find these stories and more at pandaily.com. If you enjoy our content, please let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. 

    We are grateful for our producers, Caiwei Chen and Kaiser Kuo. Also, a big thank-you to the talented Shaw Wan for her support to date. We wish you the very best in your next role!

    • 35 min
    Ep. 57: Bilibili — the YouTube of China?

    Ep. 57: Bilibili — the YouTube of China?

    Here at TechBuzz, we have been busy preparing for our second Investor Trip for March 2–6, 2020. If you are a full-time investor with at least 10 years of experience, consider applying for the trip by writing to us at rui@pandaily.com. During our inaugural Investor Trip in October, Bilibili was one of the companies we visited, and it turned out to be one of our most highly rated meetings! We hope you enjoy what we’ve prepared today. 

    In episode 57 of TechBuzz China, co-hosts Rui Ma and Ying-Ying Lu talk about Bilibili, a Chinese company that has no easy Western comparable — even as it sells a narrative of being “the YouTube of China.” Bilibili was in the headlines last week for paying $113 million for the Chinese broadcast rights for the next three League of Legends championships. Today, its core businesses include mobile games, livestreaming, advertising, and ecommerce.  

    Listen to find out: How was Bilibili founded? In what ways is its founder, hardcore anime fan Xu Yi, distinctive? How does the site — which has one-in-three Gen Z-ers under the age of 30 in China active monthly on its platform, spending an average of 83 minutes a day on it — work? What characteristics have enabled it to be one of the few entities to receive investment from both Tencent and Alibaba? Do our co-hosts think the company will be able to scale to the next level, by reaching its own target of doubling revenue, while retaining the sense of authenticity and close connection with its fans that it has been able to build over the years? 

    You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We do truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. 

    Of course, we are always grateful for our talented producers, Shaw Wan and Kaiser Kuo.

    • 37 min
    Ep. 56: Not just TikTok: A short history of Chinese short video abroad

    Ep. 56: Not just TikTok: A short history of Chinese short video abroad

    Episode 56 of TechBuzz China is all about short video, which our co-hosts comment should by now be considered one of China’s “New Four Great Inventions.” It’s sweeping the world, and has become an arena in which Chinese companies’ battle for users and revenue is extending abroad. Most of our listeners will have heard of Bytedance’s product TikTok, and likely even of Kuaishou (see TechBuzz #55), but what about other players such as Likee — what is their story? 

    Short videos shot in China, or on apps made in China, are increasingly common sights on social media feeds around the world. Indeed, chuhai (出海 chūhǎi), which literally means “going beyond the seas,” has come to mean “doing business abroad,” and it is going to be a bigger and bigger trend in China tech. The stories of how these short-video companies got started, the mistakes they made and turning points along the way, and how that shapes company DNA and long-term strategy can guide you as to how these players are likely to approach the global markets you care about. 

    You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We do truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. 

    Of course, we are always grateful for our talented producers, Shaw Wan and Kaiser Kuo. P.S. Congratulations on a successful conference this week, SupChina! 

    • 33 min
    Ep. 55: Kuaishou: The Anti-Douyin/TikTok?

    Ep. 55: Kuaishou: The Anti-Douyin/TikTok?

    Episode 55 of TechBuzz China is about a company we have admittedly relegated to a “supporting role” thus far here on TechBuzz: Kuaishou, which is rightfully known as the original Chinese short-video app. Rui and Ying-Ying explain that while Bytedance and its Douyin and TikTok products seem to be clear stars today, that trend was not always obvious. It is true that Kuaishou is experiencing declining market share and experimenting with new, hard-charging avenues of growth, but our co-hosts argue that its role in today’s content ecosystem has generally been understated by Western observers. 

    To that end, this week, we delve into the history, leadership, business models, shareholders, and self-proclaimed mission of the Kuaishou app. Listeners may decide for themselves: Do Kuaishou and Douyin really serve different demographics with decidedly different products? Or does a large 46.5 percent user overlap mean that this doesn’t matter — that it is, in fact, a battle to the death, and for a greater end purpose than simply short video? 

    You can find these stories and more at pandaily.com. If you enjoy our content, please do let us know by leaving us an iTunes review, liking our Facebook page, and tweeting at us! We do truly appreciate your feedback and support. Thank you also to our listeners over at our partner, dealstreetasia.com. 

    Of course, we are always grateful for our talented producers, Shaw Wan and Kaiser Kuo. Thank you!

    • 37 min

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