Coupang: 2021’s largest US IPO (so far) and a big win for Masayoshi Son
Bytedance adds payments and sues Tencent, follow-ups on Tencent Music, and Clubhouse looks East in more ways than one
The case for Cash App as a 'Super App'
Before Ma Huateng (Pony Ma) and Jack Ma, there was Ding Lei. By 2003, at 32 years old, he was China’s first internet billionaire and (for a time) the r…
Poor financial controls, bubbles, and a $40bn Ant Group competitor
Tencent Music is a lot more than “the Spotify of China”
As Ant Group gears up for potentially the world's largest-ever IPO, people are wondering WTF the company does. I read it's 600-page S1 and break it dow…
A mini-series covering the Super App ambitions of the American tech giants. This issue will focus on Facebook’s properties (WhatsApp, Facebook App, Ins…
Demystifying Super Apps by looking at their history, common characteristics of existing ones, why they aren't prevalent in the West, and how that could…
Contrasting how American ridesharing companies market themselves and work with governments compared to their eastern counterparts
This article focuses on the themes of WeChat and some of the key elements of its monster success.
This post was getting very long, so I broke it into two parts. This post (part one) covers the history of WeChat, chronologically going through its fou…