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Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn't (161).

The Tech Strategy Podcast

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The Future of Smart Devices in China

I think electric and autonomous vehicles coming out of China are going to do very well internationally. And they might even break into the major markets of Europe in the US. A lot of smart devices, anything that's smart home, industrial robots, stuff like that, I think they're well positioned for pretty much the same reasons. The third bucket I would keep an eye on is kind of what lemonade is teeing up the idea of moving beyond short video to just more enjoyment and lifestyle apps. Anyways, that's my little simple three rules thus far. We'll see if it holds up over time.

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