From Factory to Future | China's Supply Chain + Cross-border Tech with Ian Goh
Episode description
🚀 How Lalamove ("Uber for Truck") Became a $10B Logistics Powerhouse While Uber Struggled in China
🚀 How Chinese Companies Are Expanding Overseas and Becoming Global Leaders.
🚀 Why Betting on SEA & India As The "Next China" Might Be Missing the Bigger Picture
We had an incredible conversation with Ian Goh, Managing Partner at 01VC, diving into the reality of venture investing in China and Southeast Asia, global expansion, and supply chain investment landscape.
Here’s what we covered:
🚛 Lalamove’s $10B Playbook: We break down how Lalamove scaled across 350+ cities in China while Uber struggled and failed. The secret sauce of Lalamove’s success and practical tips for companies expanding into China.
🌏 China’s "Go Global" Playbook (出海 Chuhai): From robotics to digital solutions, we explore how Chinese companies are expanding overseas and becoming global leaders.
💰Why SEA & India Are NOT the "Next China"
🔍 A Chinese Investor’s Take on Europe’s Push for Supply Chain Transparency and Traceability