Forrest Li’s AI cloud ambitions sent Sea shares plunging 9.09%
Sea needs a new growth engine. Seven quick observations on the strategy and the market's reaction.
My 3 lessons after 7 years at Ninja Van
Six markets in, here's what I'd tell my first-day self at Ninja Van
How Meituan turned Tsingtao’s beer festival into a city-wide delivery campaign
Every summer, Qingdao, a coastal city in eastern China famous for its beer (branded Tsingtao, using an older romanisation of the city's name), hosts...
China is now producing 1,500 AI short dramas a day. Almost...
Production costs have collapsed, thousands of creators are rushing in, and platforms are tightening their revenue-sharing rules. Inside China's increasingly crowded AI content industry.
100 stores in Singapore, Luckin is exporting more than coffee
Luckin Coffee opened its 100th store in Singapore at Bugis Junction mall on 28 September, a little over three years after choosing the city-state...
Migoo has appeared inside Shopee
Sea’s mysterious consumer AI project is now being tested as a shopping assistant - although apparently not for everyone.
Governments will never take away welfare, they will just shrink the...
Puzzles of Economic History #30
China made almost half a mil micro-dramas this year, 90% of...
China’s stance on the future of the micro-drama industry is to protect human-made work.
