Chinese Characteristics

Lillian Li
Chinese tech longform analysis
Created 11 Aug 2020
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  • Annual reflections of 2021
    07 Jan 2022 • 7 min read • 11 0
    Premium subscribers can find Taobao and XHS product walkthroughs in Circle and more is on its way <3 2021 was an exceptional and rough year for Chinese tech. Things were fixed, but nothing was solved....
  • Chinese Characteristics' 2021 in review
    31 Dec 2021 • 4 min read • 16 2
    I was on Analyse Asia recently talking about Chinese Cloud and SaaS, check it out. I’m also in a Bloomberg piece talking about common prosperity, it’s interesting enough without me honestly. Premium s...
  • Premium: Trend predictions for 2022
    17 Dec 2021 • < 1 min read • 5 0
    Folks, we've made it through another year. Congrats!. While our Chinese tech portfolio’s performance did not spark joy, it’s really about the friends we made along the way. Looking back on a not-so-ex...
  • Prediction: Agriculture tech is going to be big in China
    10 Dec 2021 • 8 min read • 6 1
    Hi folks, getting closer to a schedule of posting on time today. Premium readers can access a compiled list of the agriculture startups at the end of the article. A peculiar phenomenon swept through C...
  • Premium: The Multiverse of Metaverse - Part I
    04 Dec 2021 • 4 min read • 6 0
    …In that Empire, the Art of Cartography attained such Perfection that the map of a single Province occupied the entirety of a City, and the map of the Empire, the entirety of a Province. In time, thos...
  • Premium: Your superapp needs a content strategy
    27 Nov 2021 • 3 min read • 6 1
    Computer water damage, travelling schedules and life admin meant last week's edition took a back seat and then some. But never fear, now we're here. As I planned for a trip to Changsha recently, I rea...
  • Premium: Overview of Product-Led-Growth and implications for Chinese SaaS
    05 Nov 2021 • < 1 min read • 6 1
    Summary of my talk on Product-Led-Growth (PLG) as it relates to the Chinese SaaS market. It draws heavily on my prior work on "The state of Chinese cloud Parts I, II and III" and "Why there aren't big...
  • Abridged: Data as a factor of production
    04 Nov 2021 • 7 min read • 20 3
    Premium subscribers received the full version last week. Subscribe to the get full edition and also notes on Product-Led-Growth and implications for Chinese SaaS this week Subscribe now Much digital i...
  • Premium: Data as a factor of production
    29 Oct 2021 4 5
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  • An FYI for the next year of Chinese Characteristics
    14 Oct 2021 • 6 min read • 4 4
    In my Chinese Characteristics: One Year In post, I remarked that I wanted to plan the next five years of this newsletter. Today I want to share my intentions for the following year (also give an excer...
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