Initial coin offerings deserve a rethink

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This article is written by Don Phan, and originally posted here. Republished on TheLowDown with the author’s permission. In the fallout over FTX, U.S. Senate...

Regulation of Web3 in 2023 Part 2 : What goes through...

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In Part 1 of Regulation of Web3 in 2023, we analysed the macro logics, and anatomy of mismanagement of Web3 companies.    Here, in Part 2,...

[Seeing the unseen] Why are Chinese tech giants missing from the...

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In 2015, Tencent sponsored the (Lunar) New Year Gala by CCTV, China’s state-owned broadcaster, to promote the WeChat payment.  The format, which is getting users...

Regulation of Web3 in 2023 Part 1: Macro logics, and anatomy...

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The Web3 industry has come a long way since the emergence of Bitcoin in 2008. In our Off the Record: Web3 brutal year event...

ChatGPT is a big morale boost for the AI industry

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Training it to be politically sensitive

The knock on effects of tech layoffs

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When we hosted Taking your tech company global: People, Culture and Leadership event with 01VC in late October, we used the following graph, taken...

Your questions on “Off the record: Shopee’s turbulent 2022” answered

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On competition, Sea Capital, Tencent and take rates

Our thoughts on Grab’s 2022 Q3 earnings

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Growth and profitability

[Seeing the unseen] Will Pinduoduo’s Temu beat SHEIN and Amazon in...

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In Chinese tech, no incumbent can sit back and relax.  In recent weeks, the media has been filled with reports of Temu, an ecommerce app...

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