Exporting Chinese Business Models: Ofo, Xiaomi, and Beyond - with Shunwei Partner Tian Cheng

The Harbinger - China Tech & VC Podcast

We sit down with Cheng Tian (or as we call him "Tian Ge"), partner at Shunwei Capital covering TMT and consumer related industries. Previously he held senior positions at Goldman and Temasek, and he has participated in many investments including: Alibaba, Xiaomi, VANCL, Youku-Tudou, Tuniu, Shanda Literature, Mogujie, Momo, Didi, Rong360, Jiuxian, etc. Building on a previous episode about the sharing economy, we examine bike-sharing in more detail, and in particular Shunwei's investment in ofo (小黄车）. Tian Ge will cover topics including: how is Chinese bike-sharing different from that in the US, e.g. Citi-Bike in NYC? What are the underlying factors required that enable bike sharing at scale, and is this unique to China or could it be replicated in other markets? Separately, we'll also examine other examples of domestic innovation, and how China is exporting new concepts and business models abroad. Did you know that Musical.ly was created by a Chinese founder? I didn't either… Link to write-up here: https://www.theharbingerchina.com/blog/exporting-chinese-business-models-ofo-xiaomi-and-beyond-with-shunwei