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Regulation Reshaped China Tech
- China used regulatory power in 2021 to reshape entire tech sectors and erase massive market value.
- The regulatory sweep was far broader and deeper than most analysts expected.
Antitrust Driven By Social Goals
- China used antitrust and new rules to break up or constrain big tech's business structures and consumer harms.
- Measures like limiting youth gaming show the regulators will enforce social goals aggressively.
Didi IPO As Catalyst
- Shai describes the Didi IPO fallout as a catastrophic, self-inflicted event with wide collateral damage.
- He compares it to an extreme, public misstep that burned investor confidence across the sector.