4 Comments
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Amit's avatar

Loved this! Such a beautiful snapshot of the life these days in China. And so many good reminders ( like "Just Ask" - of course!).

the point about 'compounding value by proximity' reminds me of a recent read on on Xiaomi’s supply chain (One inch ahead - https://open.substack.com/pub/howardyu/p/how-xiaomi-came-back-from-the-dead?r=49n3h7&selection=c664362b-1e43-4377-b9f8-1509e7c0fffa). That ability to iterate hardware rapidly because your supplier is next door (the cluster effect) is an advantage we definitely lack here.

Also thanks for the CMTI shoutout - definitely looking them, up

Thoughtful India's avatar

WeChat was the main inspiration behind Hike.

But WhatsApp simply had superior network effects and it could never reach retention levels where WeChat like services could become viable.

Pras's avatar

you are right...after reading this i am looking at travel dates already