TBC China Tech Livecast by Pandaily artwork

TBC Livecast #5: Boyu Hu: Early Kuaishou Investor; Then vs. Now in China Consumer Tech

TBC China Tech Livecast by Pandaily

English - June 17, 2021 19:00 - 28 minutes - 51.4 MB - ★★★★★ - 9 ratings
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Previous Episode: TBC Livecast #4: Deep Dive into Agora $API with Kevin Xu of Interconnected.blog
Next Episode: TBC Livecast #6: Ron Cao of Sky9 Capital, A 20 Year China VC on Semis, SPACs and Blockchain

Early on in VC, Boyu Hu was at DCM China and worked on the Kuaishou deal. Now he has his own fund XVC, managing $600mm, focusing on consumer internet. I asked what's changed in the last ten years and: Why's he continuing to invest in consumer internet? Is rural China where it's at? Are the big platforms more important? Are the big funds more important? How's he adjusting his strategy? Our conversation was recorded Feb. 24, 2021 over Clubhouse app and Zoom.