The Great Firechat

#32 - 1 billion online, tech crackdown and how to deal with it


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This week Kevin and Adeh delve deep into China's tech crackdown. The crackdown has wiped hundreds of billions off the value of China's tech companies - is this the end or the beginning?

Your hosts review the crackdown to date, examine how companies are mitigating the current risks, and grapple with convoluted metaphors to predict how this will all play out.


  • China has over a billion internet users

China's tech crackdown

  • Summary of Tech Crackdown
  • Ali and Tencent agree to work together
  • Walls are coming down
  • Beijing to break up Alipay, separate Loans app
  • Ant's spinoff will share data with Gov
  • Alibaba feelin' the squeeze from the crackdown
  • China orders Alipay and WeChat Pay to disclose IPOs, new products and int.l partnerships


  • What's next? Li Guangman's opinion piece


Games:

  • No new games! (or 'slow' new games!)
  • Tencent gaming global investments sevenfold increase
  • NetEase invests $120M in global gaming hub 'Kepler'
...more
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The Great FirechatBy Kevin and Adeh