The Harbinger - China Tech & VC Podcast

The Harbinger - China Tech & VC Podcast
The Harbinger - China Tech & VC Podcast

Q&A with China's top venture investors and founders. Created by Adam Bao while at Shunwei Capital, but we've since opened up the show to invite quality guests from all manner of funds and companies.

  1. Building off the Beaten Path in Asia – with Metatheory COO Adam Bao

    2023. 04. 15.

    Building off the Beaten Path in Asia – with Metatheory COO Adam Bao

    Hi folks, welcome back! Today Sandy Diao (Director of Growth at Descript) joins us to guest host and interview Adam Bao, founder of The Harbinger and COO at Metatheory. Since 2017, Adam took the path less traveled to explore business model innovation and venture deals across China, Taiwan, and SEA. Adam double clicks into startups he evaluated alongside Hurst Lin (Cofounder at Sina and DCM Ventures) during the Covid years. It’s a roving discussion that highlights the importance of unconventional thinking and competitive differentiation across categories ranging from e-bikes to K12 dance networks to selling upcycled trash products. Adam also describes his early entry into the world of Web3, building games + new IPs at Metatheory with Kevin Lin (Twitch cofounder) and the team. To date, Metatheory has launched the DuskBreakers IP collection, raised $24m+ from lead investors including a16z, Pantera, Dragonfly, Breyer Capital, Sfermion, and Merit Circle, and is currently building out its flagship games. Finally, Adam shares hard earned lessons about scaling high quality teams and organizations, and how he manages (and leverages) chronic pain as a lever. Show Notes (00:00:00) — An early education on the value of differentiation (00:04:40) — Insights into Chinese startups at Shunwei Capital (Xiaomi CEO Lei Jun’s fund) (00:07:35) — Building out The Harbinger podcast and network (00:14:05) — Generating 100m+ views for The Harbinger while on Chinese dating show 非诚勿扰 (If You Are The One) (00:18:33) — Segue to Segway-Ninebot (Loomo, delivery robots, and e-scooters!) (00:22:42) — Launching Beam, Asia Pacific’s largest shared micro-mobility company (00:27:32) — Moving to Taiwan during COVID, sniffing out unconventional opportunities and hidden gems with Hurst Lin (Cofounder at Sina and DCM Ventures) (00:41:28) — Taiwan the “recycling kingdom” and a business in upcycling trash! (00:47:52) — K12 dance education to power the next vertical social network? (00:53:03) — But what about manufacturing opportunities in Taiwan? (00:56:53) — The wacky world of games, Web3, and building with Kevin Lin (Twitch cofounder) (01:06:32) — Lessons learned while building Metatheory & DuskBreakers (01:11:53) — Managing chronic pain and finding strength in vulnerability Medium post here: https://medium.com/the-harbinger-china/building-off-the-beaten-path-in-asia-with-metatheory-coo-adam-bao-a31f16c750eb.

    1시간 22분
  2. HTC, VR, & the Future of the Internet – with HTC Product Executive & Race Capital Partner Phil Chen

    2021. 02. 18.

    HTC, VR, & the Future of the Internet – with HTC Product Executive & Race Capital Partner Phil Chen

    Today we’re recording at the KKBOX studio in Taiwan, big thanks to the Firstory team for setting this up. We have joining us Phil Chen, founding partner of Race Capital and product executive at HTC, whom I can only describe as a basketball loving, deep tech investing, future building nerd of a modern Renaissance man. While at HTC, Phil led product management for the first ever Android phone, founded Vive VR, and launched the world’s first blockchain phone (HTC Exodus). At the same time, Phil ran HTC’s corporate development efforts, where he invested in KKBOX and SoundHound, and also led HTC’s acquisition of Beats Electronics, which was eventually acquired by Apple. As a VC and advisor at Horizon Ventures (Li Ka-Shing’s venture fund), Phil managed their deep tech investments, where he served as a board director for over fifteen companies globally including Improbable, Soul Machines, Kneron, Scopely, Sentient, Fano Labs, Amper and 88Rising. On today’s podcast, Phil shares the insider scoop on HTC’s incredible rise and eventual decline that hasn’t been heard before, including an early opportunity to invest in Xiaomi when it was worth only $150m. Phil describes his investments in VR, especially as it pertains to health and how VR hacks the visual cortex to reduce pain, improve mental wellness, etc. Phil speaks to the potential of a blockchain powered future, as well the opportunity for Taiwanese start-ups to build world-class companies, especially as so many successful entrepreneurs return from Silicon Valley during the COVID era. Lots to cover on today’s podcast, enjoy! Link to write-up: https://www.theharbingerchina.com/blog/phil-chen-htc-vr-blockchain-1

    1시간 5분
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Q&A with China's top venture investors and founders. Created by Adam Bao while at Shunwei Capital, but we've since opened up the show to invite quality guests from all manner of funds and companies.

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