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Emerging Tech & AI

China is now producing 1,500 AI short dramas a day. Almost nobody is making money.

Friends of MW - October 14, 2026

New Retail and F&B

100 stores in Singapore, Luckin is exporting more than coffee

Emerging Tech & AI

Migoo has appeared inside Shopee

Rest of World

What is the true business logic of lotteries?

Rest of World

Governments will never take away welfare, they will just shrink the value of it

Popular

USA

[New report] TikTok Shop U.S. GMV grew 68% to reach US$15.1B...

Sean Ng - February 11, 2026 0

Trends & Analysis

[New report] Southeast Asia’s platform ecommerce reaches US$157.6B in 2025

Sean Ng - April 14, 2026 0

Investments

Chinese VCs are running out of money？

Jerry Chao - July 16, 2018 0

Emerging Tech & AI

Migoo has appeared inside Shopee

Teng Ian Wong - October 5, 2026 0

Food Delivery

[New report] Southeast Asia food delivery GMV grew 18% to hit...

Sean Ng - January 27, 2026 0

USA

[New Report] TikTok Shop on track to surpass US$100 billion GMV...

Teng Ian Wong - August 6, 2026 0

Impulso

The Secrets Behind SHEIN’s Success | Impulso E134

Sophia Fernandez - December 11, 2025

How a Small Chinese EV Is Beating Automobile Giants | Impulso E133

Sophia Fernandez - November 20, 2025 0

How Maps Quietly Control the Modern Economy | Impulso E132

Sophia Fernandez - October 28, 2025 0

Laopu Gold: the Cartier of China? | Impulso E131

Sophia Fernandez - September 8, 2025 0

Inside Luckin Coffee: How they launch 119 drinks a year | Impulso E131

Sophia Fernandez - August 22, 2025 0

Southeast Asia

100 stores in Singapore, Luckin is exporting more than coffee

Blythe Zhao - October 7, 2026

Migoo has appeared inside Shopee

Teng Ian Wong - October 5, 2026 0

China’s largest convenience store operator is testing with Vietnam’s largest petrol station network

Blythe Zhao - September 11, 2026 0

Testing a new Southeast Asian market is getting easier for brands

Jianggan Li - September 10, 2026 0

[New report] Southeast Asia’s content commerce on track to reach US$77.9B in 2026

Weihan Chen - September 8, 2026 0

China

China is now producing 1,500 AI short dramas a day. Almost nobody is making money.

Friends of MW - October 14, 2026

100 stores in Singapore, Luckin is exporting more than coffee

Blythe Zhao - October 7, 2026 0

China made almost half a mil micro-dramas this year, 90% of them by AI:...

Sean Ng - September 18, 2026 0

Why Sequoia China invested in Unitree in 2019

Sean Ng - September 15, 2026 0

Full transcript of PDD’s Q2 2026 earnings call

Sean Ng - August 26, 2026 0

Ecommerce

Migoo has appeared inside Shopee

Teng Ian Wong - October 5, 2026

[New report] Southeast Asia’s content commerce on track to reach US$77.9B in 2026

Weihan Chen - September 8, 2026 0

Full transcript of PDD’s Q2 2026 earnings call

Sean Ng - August 26, 2026 0

Full transcript of Sea Limited’s Q2 2026 earnings call

Sean Ng - August 14, 2026 0

Sea Q2: is ecommerce in Southeast Asia profitable?

Jianggan Li - August 12, 2026 0

Logistics

How did a $200 “Regular Delivery” order end up in my letterbox?

Jianggan Li - August 13, 2026

Shopee launches quick commerce in Brazil

Weihan Chen - June 18, 2026 0

Will TikTok overtake Shopee in Southeast Asia in 2026?

Sean Ng - January 21, 2026 0

GOFO Express has daily order volume surpassing 2.5mil

Blythe Zhao - December 5, 2025 0

China delivers its 180 billionth ecommerce parcel this year

Jerry Chao - December 1, 2025 0

New Retail and F&B

100 stores in Singapore, Luckin is exporting more than coffee

Blythe Zhao - October 7, 2026

China’s largest convenience store operator is testing with Vietnam’s largest petrol station network

Blythe Zhao - September 11, 2026 0

HEYTEA should have invested in Mixue?

Sean Ng - July 10, 2026 0

Molly Tea tussle reveals a common challenge facing expanding Chinese F&B brands

Sean Ng - June 24, 2026 0

What can we learn from the Food Republic exit of Beijing

Sean Ng - June 9, 2026 0

Latest Posts

China is now producing 1,500 AI short dramas a day. Almost...

100 stores in Singapore, Luckin is exporting more than coffee

Migoo has appeared inside Shopee

What is the true business logic of lotteries?

Governments will never take away welfare, they will just shrink the...

China made almost half a mil micro-dramas this year, 90% of...

Why do poor people need to understand finance more than the...

A brief history of finance

What would humans do when work is no longer needed?

Why Sequoia China invested in Unitree in 2019

EDITOR PICKS

China is now producing 1,500 AI short dramas a day. Almost...

October 14, 2026

100 stores in Singapore, Luckin is exporting more than coffee

October 7, 2026

Migoo has appeared inside Shopee

October 5, 2026

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