Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
21 published records
01 / belief
“I think so. The exuberance has lifted the entire sector. When you consider that China is the largest car market and there is a government push towards EVs, there's a lot of excitement.”
02 / belief
“The government is tamping down incentives, but I think the overall demand is still going to be there.”
03 / belief
“Even the group-buying aspect, I would say everything about these words is up for debate.”
04 / belief
“I should caveat with saying that is still, in my opinion, a lot of PR, so the "original brand manufacturing" is basically still ODMs, but the point is that they are significantly better than before.”
05 / belief
“I think to frame this, this is one of the areas that I'm personally really excited about seeing up close and in person when we can travel again because again, a lot of the content that we're seeing around this is reported on.”
06 / belief
“The newest trend that I think is really interesting is Genki Forest which is Coca-Cola of China.”
07 / belief
“Basically, Wang Xing really embodies, but so does Zhang Yiming at ByteDance, et cetera. They've just made a $4 billion acquisition of a gaming studio and then three weeks later, they made another acquisition which I think is also billions of dollars.”
08 / belief
“I think one thing I should point out when it comes to my personal experience and also this happens to jive with Ying because that's where we met.”
09 / belief
“I think if you look back 10 years ago, China probably didn't care that much about environmental damage or climate change, at least not the expensive economic development.”
10 / uncertainty
“We don't know exactly what they're doing because they've only announced the JVs but no specifics.”
11 / belief
“I think there is a huge market opportunity for domestic Chinese brands to gain market share in China. That's not just because the media narrative is all about the youth being very nationalist, but it's because if you look at developed countries, for example, the United States, we have something like a quarter of FMCG products are foreign brands, are non-U.”
12 / belief
“China's very adamant about this. It's not going to go back to the days of the wild, wild west which I agree with.”
13 / commitment
“The third thing, I will briefly mention it, but I don't actually have too much to share on the topic at the moment, which is if we think about China tech more broadly than just the Internet or than even just software, then this whole new thing of electric vehicles and autonomous driving is really interesting in China as well.”
14 / uncertainty
“While fresh food is the way to get people hooked onto your platform—in China, for example, everyone sells eggs because I don't know why people just love cheap eggs.”
15 / uncertainty
“The potholes aren't even filled yet and you're going to make this a smart road? I don't know.”
16 / belief
“I would say, at least right now, for a company like SHEIN, first of all, SHEIN is called ultra-fast fashion now I guess.”
17 / evaluation
“My and our own Acquired perspective on the BAT and Baidu specifically is they've just fallen off the map and just Alibaba and Tencent are big players in China now.”
18 / prediction
“If you're a startup investor or a startup founder in play, this is great news for you because this is going to force China big tech to play fair.”
19 / recommendation
“For you, LPs, you'll get this in your email and an announcement with all the details of how to join, but read the book by May 21st because that is when we will be doing the discussion.”
20 / prediction
“I think that's people betting on the continued development of the economy, the incredible demand, and probably government incentives to be driving an electric car in the next few years.”
21 / prediction
“I think the ability to require that people stay at home during the CoronaVirus is a very similar example where if something is declared by fiat, it is much more likely to be followed than the please population, do something.”