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'
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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…
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Poor financial controls, bubbles, and a $40bn Ant Group competitor
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Tencent Music is a lot more than “the Spotify of China”
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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…
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A mini-series covering the Super App ambitions of the American tech giants. This issue will focus on Facebook’s properties (WhatsApp, Facebook App…
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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…
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Contrasting how American ridesharing companies market themselves and work with governments compared to their eastern counterparts
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This article focuses on the themes of WeChat and some of the key elements of its monster success.
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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…
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