We sit down with Stella Zhou, Principal at Qiming Venture Partners in Shanghai. Since joining Qiming from GE Capital in 2010, Stella has focused on “Inter-sumer” - Internet and consumer - companies like Musical.ly and Mogujie.

We'll start today's episode by first talking a little more about Qiming's investment coverage by geography and by sector. Then we'll tackle some of the major trends within Inter-sumer, including the sharing economy, entertainment, consumer applications of AI, and consumer upgrade. Lastly, we'll cover cross-border investment opportunities, the growth and prevalence of social video, and also have a discussion around how niche social networks and platforms can generate tremendous value, despite the interference of large existing players.

Link to write-up here: https://www.theharbingerchina.com/blog/the-new-chinese-inter-sumer-with-qiming-principal-stella-zhou

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit harbingerpodcast.substack.com