Evolving for the Next Billion

Why We Invested in Yellow


Listen Later

GGV Capital’s Hans Tung and Zara Zhang discuss the firm’s recent investment in Yellow, a leading micro-mobility startup based in Brazil, which recently raised $63 million in Series A led by GGV Capital.

Yellow launched Brazil’s first dockless bike-sharing service in Sao Paulo in August 2018. It has also begun piloting e-scooters and developing e-bikes to provide a comprehensive micro-mobility solution to users in Brazil and beyond. Additionally, Yellow offers digital payments through its Yellow Pay platform.

We discuss how the investment thesis came together, and what it means for emerging market countries to have founders who aspire to play on a global scale. Hans discusses the characteristics in the team and the market for Yellow that made the investment so compelling. We also discuss the similarities between Latin America and Southeast Asia, and why startups across the world are starting to take inspiration not just from Silicon Valley, but also from China.

...more
View all episodesView all episodes
Download on the App Store

Evolving for the Next BillionBy Notable Capital

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

98 ratings


More shows like Evolving for the Next Billion

View all
The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,201 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,382 Listeners

This Week in Startups by Jason Calacanis

This Week in Startups

1,285 Listeners

Masters in Business by Bloomberg

Masters in Business

2,182 Listeners

The Knowledge Project by Shane Parrish

The Knowledge Project

2,706 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,097 Listeners

Marketing School - Digital Marketing and Online Marketing Tips by Eric Siu and Neil Patel

Marketing School - Digital Marketing and Online Marketing Tips

1,263 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,347 Listeners

Round Table China by China Plus

Round Table China

155 Listeners

Founders by David Senra

Founders

2,185 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

225 Listeners

My First Million by Hubspot Media

My First Million

2,651 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,064 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

531 Listeners

Joe Lonsdale: American Optimist by Joe Lonsdale

Joe Lonsdale: American Optimist

168 Listeners