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VOICE ARCHIVE

Michael Norris

@briefnorris
8 posts
2021-11-02
Su Hua, Kuaishou's CEO, will step down. Your reaction may be to put this in the same category as Zhang Yiming. However, consider Su's mistakes over the years — missing out on https://musical.ly/, overtaken by Douyin and botching internationalization. https://www.reuters.com/...
2021-11-02 View on X
Bloomberg

Kuaishou's CEO Su Hua is stepping down, will remain chairman of the short-form video company; fellow co-founder Cheng Yixiao will be the new CEO

Kuaishou's Su Hua is only the latest Channel NewsAsia : China's Kuaishou says co-founder Su Hua to step down as chief executive South China Morning Post : Kuaishou CEO Su Hua becom...

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2021-07-14
Previously, few interrogated the anticompetitive impacts of China's walled gardens. Many accepted the boundaries of digital fiefdoms as a permanent feature in China's internet landscape. https://www.wsj.com/...
2021-07-14 View on X
Wall Street Journal

Sources: Alibaba and Tencent are separately working on plans to open their services to each other, as China's crackdown makes keeping barriers more difficult

Mounting regulatory pressure could bring about a major shift in how China's tech giants operate

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2021-07-02
I don't know how many times I have to say this, but I'll try once more: If you want to understand TikTok's trajectory, look at Douyin. https://twitter.com/...
2021-07-02 View on X
The Verge

TikTok is rolling out longer videos of up to three minutes, up from one minute, to all users over the coming weeks, after testing them since December

Now up to three minutes  —  TikToks are about to get longer.  The app is now rolling out the ability for everyone to publish videos …

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2021-05-28
China's leading internet companies double-down on capital-intensive growth opportunities. Whether it's reimagining retail, facilitating same-day or next-day delivery, or building out cloud computing infrastructure, new sources of growth don't come cheap. https://www.bloomberg.com/...
2021-05-28 View on X
Bloomberg

Tencent, Alibaba, and Meituan say they will spend heavily on AI, cloud computing, and self-driving tech, as China cracks down in other areas like e-commerce

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2021-03-17
As anticipated, $PDD is China's largest e-commerce platform by Annual Active Buyers. If I haven't got my numbers screwed up, $PDD is now also China's largest platform by Active Merchants. That's a less sexy decriptive quality, but it matters. https://www.wsj.com/...
2021-03-17 View on X
Wall Street Journal

Pinduoduo's founder and chairman has stepped down; its 788.4M annual active buyers in 2020 exceeded Alibaba's 779M, making it China's largest e-commerce company

Mr. Huang's departure comes as Pinduoduo overtakes Alibaba as China's biggest e-commerce company

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2021-01-20
I'm quoted in this piece on Bytedance's push into education. Bytedance's first product, the combination of a connected study aid and desk lamp, is distinctive and has found initial success. https://www.scmp.com/...
2021-01-20 View on X
South China Morning Post

ByteDance says it has suspended development of its own smartphone under Smartisan, and will fold Smartisan's R&D team into ByteDance's educational hardware unit

Tracy Qu / South China Morning Post :

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2020-12-11
Most trainwrecks in China's startup landscape come from: (1) Companies using user deposits as financial leverage; or (2) Companies striving to blitzscale across physical assets. Online grocery delivery is a trainwreck is in progress... https://www.theinformation.com/ ...
2020-12-11 View on X
The Information

A look at China's online grocery business, as tech titans like Didi Chuxing offer community group buying where households pool orders to buy directly from farms

often neighbors within an apartment complex—pool their food orders to buy in bulk..” Great overview by @Yunanzhang_ https://www.theinformation.com/ ... https://twitter.com/... Amir...

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2020-09-17
Sketchy $PDD: “Several gamblers said they had used $PDD to transfer money. Zhao Yongdong, who became addicted to online games during the lockdown, said he had transferred RMB 110,000 through Pinduoduo purchases.” https://www.ft.com/...
2020-09-17 View on X
Financial Times

Money launderers are using Chinese online shopping sites to funnel billions of dollars to offshore gambling accounts using fake transactions

Financial Times : Tweets: @briefnorris and @rshorsey Tweets: Michael Norris / @briefnorris : Sketchy $PDD: “Several gamblers said they had used $PDD to transfer money. Zhao Yongdo...

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