@jwt
Account based inUnited States
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US-China tech investor, 2x entrepreneur. prev founded Scoop St. @HackersFounders, x-Tencent. SFS Hoya. I like rowing, cycling and brunello.
JFK ✈ SFO ✈ HKG
Joined September 2007
- Tweets1.1K
- Following1.5K
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Justin Tsang retweeted
How to get China-US relations back on track? Start with small steps.
nytimes.com/2021/03/19/opini…
Tencent is now Asia’s largest company at $500b+ (globally #6). Incredible run: $1.7k invested in ‘04 IPO = $1m today nitter.cf/TechCrunch/status/9325…
Tencent becomes the first Chinese tech firm valued over $500B tcrn.ch/2AfIDWv by @jonrussell
Mobile payments in China hit $5.5T in 2016 (50x that of US) as QR code adoption increases scmp.com/news/china/society/… #chinascale
The myth of the tulip bubble, and separately what’s going on with cryptocurrencies stratechery.com/2017/tulips-…
Google announces plans to bring back some services to China
bloomberg.com/news/articles/…
How Anker is beating Apple and Samsung at their own accessory game theverge.com/2017/5/22/15673…
It takes 1 acre to feed the avg US consumer. China only has ~0.2 acres of arable land per citizen. bloomberg.com/graphics/2017-…
More Chinese startups are aiming sights to go global from the start economist.com/news/business/…
Solid reporting and a fascinating read - why a Chinese heavy industrial co bought a gaming startup for $1b bloomberg.com/news/features/…
Justin Tsang retweeted
China's Alibaba and Tencent are outperforming Facebook and Amazon bloom.bg/2quFwlV
WeChat now accounts for 29% of all Starbucks transactions in China insideretail.asia/2017/05/11…
Same dynamics in China Internet w/ concentration of market power. Ability to slow competitors as winning isn’t first to market but to scale nitter.cf/albertwenger/status/85…
Copying is not the issue, market power is continuations.com/post/15956… nitter.cf/Techmeme/status/852540…
7 growth strategies that led to Tencent @WeChatApp’s 900m MAUS & domination of China’s mobile market blog.ycombinator.com/lessons… #copyfromChina
Interesting concentration of returns in 5% across both VC and public equities portfolio (but diff time/holding horizons & margin of safety) nitter.cf/treehcapital/status/84…
Excellent, sort of surprising, look at VC vs public equities risks from @morganhousel collaborativefund.com/blog/r…
Cars and second order consequences ben-evans.com/benedictevans/… - interesting longer-term horizon impacts given adoption of electric & autonomy
China leapfrogged US in e-commerce several years ago and continues to outlap. ~4X penetration of mobile retail #chinascale nitter.cf/craigbuj/status/844187…
“I would argue that we are entering a new golden age of marketing and branding.” - @Rich_Barton Founder of Zillow medium.com/@Rich_Barton/the-…
Hardware is hard - even as a category creator, even at scale. nitter.cf/JonErlichman/status/83…
