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The Coupang IPO
Coupang: 2021’s largest US IPO (so far) and a big win for Masayoshi Son
Mar 22, 2021
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Ryan Rodenbaugh
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The Coupang IPO
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February 2021
EMW Shorts #1
Bytedance adds payments and sues Tencent, follow-ups on Tencent Music, and Clubhouse looks East in more ways than one
Feb 7, 2021
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Ryan Rodenbaugh
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EMW Shorts #1
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January 2021
The Case for Cash App as a Super App (Aspiring Super Apps #2)
The case for Cash App as a 'Super App'
Jan 17, 2021
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Ryan Rodenbaugh
7
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The Case for Cash App as a Super App (Aspiring Super Apps #2)
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December 2020
NetEase: Videogames and Pigs
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…
Dec 6, 2020
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Ryan Rodenbaugh
2
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NetEase: Videogames and Pigs
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November 2020
China's P2P Bubble and Lufax
Poor financial controls, bubbles, and a $40bn Ant Group competitor
Nov 15, 2020
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Ryan Rodenbaugh
1
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China's P2P Bubble and Lufax
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October 2020
Tencent Music and the Future of Spotify
Tencent Music is a lot more than “the Spotify of China”
Oct 25, 2020
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Ryan Rodenbaugh
9
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Tencent Music and the Future of Spotify
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Understanding Ant Group
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 down…
Oct 4, 2020
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Ryan Rodenbaugh
2
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Understanding Ant Group
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September 2020
Aspiring Super App Series #1: WhatsApp + Facebook
A mini-series covering the Super App ambitions of the American tech giants. This issue will focus on Facebook’s properties (WhatsApp, Facebook App…
Sep 20, 2020
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Ryan Rodenbaugh
4
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Aspiring Super App Series #1: WhatsApp + Facebook
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How to Build a Super App
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…
Sep 6, 2020
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Ryan Rodenbaugh
17
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How to Build a Super App
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August 2020
Uber v. Gojek (Nationalist Marketing & Gov't Relations)
Contrasting how American ridesharing companies market themselves and work with governments compared to their eastern counterparts
Aug 23, 2020
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Ryan Rodenbaugh
3
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Uber v. Gojek (Nationalist Marketing & Gov't Relations)
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WeChat (Part 2/2): A Not So Brief History
This article focuses on the themes of WeChat and some of the key elements of its monster success.
Aug 2, 2020
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Ryan Rodenbaugh
2
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WeChat (Part 2/2): A Not So Brief History
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July 2020
WeChat (Part 1/2): A Not So Brief History
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…
Jul 19, 2020
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Ryan Rodenbaugh
5
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WeChat (Part 1/2): A Not So Brief History
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