China Tech Talk

China Tech Talk

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China Tech Talk episodes

  • 80: Libra lessons from WeChat and QQ
    On June 18, Facebook announced the Libra cryptocurrency, a solution to their P2P payments conundrum. As to be expected, this move has gotten a lot of attention. In China, that attention has taken the form of comparing Libra to Tencent's breakthrough Q Coin as well as how WeChat has integrated payments.
    Key questions:
    What is Q Coin?
    What's the difference between a virtual currency and a cryptocurrency?
    What is the relationship between Libra, Calibra, and Facebook?
    Will China ever have something like this?
    Links
    Everything you need to know about Libra, Facebook’s ambitious cryptocurrency
    Can Facebook’s Libra replicate WeChat Pay’s digital payment dominance?
    Facebook, Libra, and the Long Game
    FACEBOOK’S CALIBRA IS A SECRET WEAPON FOR MONETIZING ITS NEW CRYPTOCURRENCY
    Become a member of TechNode Squared
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Editor
    Peter Isachenko
    Podcast information
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    57 min
  • 79: Facial recognition, AI, and privacy in China with Zen Soo
    Facial recognition has taken off in China. Perhaps the most widely implemented use case, facial recognition is used to deter jaywalkers, track attention and behavior in schools, catch criminals, monitor live streamers, and more. Unlike Western countries, China's privacy protections laws are almost non-existent, but that is changing with draft legislation soon to be released
    Key questions:
    What is China's plan for facial recognition?
    How is facial recognition being used now?
    What are the local attitudes toward the technology?
    Links
    Video: Facial recognition is on the rise in China
    Upgraded AI surveillance helps nab student suspected in mother’s murder
    Inside China Tech podcast
    Become a member of TechNode Squared
    Guest
    Zen Soo, @zensoo, SCMP
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Editor
    Peter Isachenko
    Podcast information
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    45 min
  • 78: Hot take—Huawei after Google
    Last week, the White House announced a ban on US companies doing business with companies deemed a security risk. Over the weekend, Google announces that they must suspend Huawei's access to Android. This episode, Matt and John have a short discussion about what the announcement means for Huawei and what the company may be able to do about it.
    Correction: In this episode, John says that "HongMeng OS" could be translated as "Red Dream." This is incorrect. The characters for HongMeng are 鸿蒙 and refers to the Chinese mythology's primal chaos.
    Links
    Hongmeng, Huawei’s proprietary OS, incorporates next-generation technology
    Shanghai tech board to push semiconductor independence
    Why Huawei’s ‘wolf culture’ will help telecom titan fight off attacks and thrive
    Halt and Catch Fire (TV series about making an OS)
    Frontline: Trump's Trade War
    Become a member of TechNode Squared
    Get your tickets to the first annual Emerge
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Editor
    Peter Isachenko
    Podcast information
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    36 min
  • 77: Peer-to-peer lending in China—Tech-driven shadow banking with Andrew Polk
    China’s online peer-to-peer lending industry has been in turmoil for the last three years as financial regulators have clamped down as part of “de-risking” efforts. Tuandai.com, a top P2P lender, collapsed in March due to turnover problems. As of February, the platform had more than 220,000 investors with RMB 14.5 billion ($2.15 billion) in outstanding loans. The company is under investigation for illegal fundraising, leading to the arrest of 41 people so far, including co-owners Tang Jun and Zhang Lin.
    This week, Andrew Polk, partner at Trivium China, joins us to discuss what's happening with the P2P lending industry in China.
    Key questions:
    What role has the government played in the growth and death of P2P lending?
    How is the crackdown on cryptocurrency different from the tightening regulations around P2P lending?
    Are P2P companies really tech companies, as many claim?
    Can we expect companies like Dianrong to survive this round of government scrutiny?
    Links
    22: P2P lending, retail banking, and the future of online services with Ling Kong
    The Trivium Tip Sheet
    Become a member of TechNode Squared
    Get your tickets to the first annual
    Guest
    Andrew Polk, @andrewpolk81
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Producer
    Peter Isachenko
    Podcast information
    iTunes
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    52 min
  • 76: US vs China—AI asymmetries with Jeffrey Ding
    With the number of English speakers around the world, it's no surprise that Chinese AI experts and engineers are keeping up with developments across the Pacific. However, the same is not true when it comes to the Chinese language. Indeed, Andrew Ng, former Chief Scientist at Baidu and co-founder of Coursera, made this exact point years ago when interviewed about China's AI progress. Jeffrey Ding, China lead for the Center for the Governance of AI, is trying to change that information asymmetry with his ChinAI newsletter featuring translations of Chinese thought leadership in AI.
    Links
    ChinAI newsletter
    How I learned to stop worrying and love surveillance capitalism
    62: AI Superpowers with Kai-Fu Lee
    TechNode Podcast Network
    Guest
    Jeffrey Ding, @jjding99
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Producer
    Peter Isachenko
    Podcast information
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    49 min
  • 75: Pinduoduo's free cash flow problem with James Hull
    Free cash flow is cash a company can use for whatever they want. If Pinduoduo is free cash flow positive they’ll likely be able to continue their growth spend and get even larger. If its free cash flow negative, the growth plan will put too much strain on their cash position and, it will eventually fail. To say it simply: the stakes are high.
    This week, we're joined by James Hull, professional investor and co-host of the China Tech Investor podcast, to take a look at Pinduoduo's actual financial health.
    Links
    Pinduoduo’s free cash flow conundrum
    43: The e-commerce platform becoming a threat to Alibaba with Thomas Graziani
    China Tech Investor podcast
    TechNode Podcast Network
    Guest
    James Hull, @jameshullx
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Producer
    Peter Isachenko
    Podcast information
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    53 min
  • 74: Bitmain, Bitcoin Cash, and the future of crypto with Nishant Sharma
    One of the earliest companies to get into bitcoin mining, Bitmain makes and sells mining equipment and manages one of the world's largest bitcoin mining pools. A controversial company in the space (as are most), Bitmain backed the Bitcoin Cash fork as well as the subsequent fork into Bitcoin Cash ABC.
    This week we are joined by Nishant Sharma, International PR and Communications Director at Bitmain, to talk about the company, some of their tech, as well as their future plans.
    This episode was recorded on January 31, 2019.
    Links
    How the world’s largest bitcoin miner is taking on AI’s most powerful players
    Bitmain co-founder Wu Jihan may be departing from core business
    TechNode Podcast Network
    Guest
    Nishant Sharma, @nishantsharma87, LinkedIn
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Producer
    Peter Isachenko
    Podcast information
    iTunes
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    49 min
  • 73: Mobility's maturation and misery: One ofo doesn't ruin everything
    All of China's most visible mobility players have undergone significant change over the last 12 months. Ofo is on the verge of collapse, Mobike is now Meituan Bike, and Didi is grappling with how to move past their existential safety problem.
    Links
    Failures and opportunities: A pivotal moment for China’s mobility industry
    TechNode Podcast Network
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Producer
    Peter Isachenko
    Podcast information
    iTunes
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    54 min
  • 72: Gaming regulation rectification with Daniel Ahmad
    Early last year, the central government put a freeze on gaming approvals, shutting out many big titles from making money, including PUBG and Fortnite. However, in December, they reopened approvals only to find themselves with a 6-month backlog, leaving giants Tencent and Netease still unable to monetize their biggest hits.
    Daniel Ahmad, analyst at Niko Partners, joins us again to talk gaming regulation in China, the role of mini games in the WeChat vs Douyin battle, and how Steam is faring in the Middle Kingdom.
    Links
    Niko Partners
    China Tech Talk 18: China's gaming and e-sports industry with Daniel Ahmad
    Guest
    Daniel Ahmad, @ZhuGEX
    Hosts
    John Artman, @knowsnothing, TechNode
    Matthew Brennan, @MattyBGoooner, ChinaChannel
    Producer
    Peter Isachenko
    Podcast information
    iTunes
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    Music: "Theme from Penguins on Parade" by Lee Rosevere, Music for Podcasts 3
    55 min

About China Tech Talk

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China Tech Talk is a weekly podcast about what's happening on the ground in China's tech and startup ecosystems.