1) Let’s talk about robots in every day Chinese life today. I got videos! Yes!

First up is Unitree’s robotic canines, they are made from off the shelf components and can be yours for under $10k right now, what are you waiting for? Don’t you want bush robot dog?
2) Canine robots are not that common though.

Far more standard is the delivery robots that’s taken off during COVID in universities campuses. These mobile lockers travel around with your packages and you pick them up by entering your delivery code.
3) Since Chinese university campuses are closed off from external traffic for most of this year, these delivery robots have taken as a way to safely transport goods there. This is Alibaba’s Cainiu division for logistics, no doubt they are trialing for on the road use cases
4) Guidance robots like this are very common in big malls now. You enter directions and they’ll take you to where you want to go (or point you there) which is handy for the mega complexes these malls have become
5) I was really impressed by the communication capabilities of these robots. For instance this robot tells the customer that it has to stand still because when it moved before it scared a child in the store and made the child cry. So it now has to stand still.
6) Then I found out, nope, not futuristic NLP. Just another bullshit job. Turns out there are specific remote robot operators that can operate up to 9 of these robots at once and also speak through them. So that was a human speaking to us through the robot.
7) That being said some of the programming is very adorable. I found this clip where the robot turns around and ask the women why she unplugged it (woman wanted to charge her phone) then started to cry since it didn’t have much electricity left, then died 🥺
I’ll be doing threads like this for the rest of Jan, they are usually a bit more wordy.

Follow me if you want these to spam your TL!

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More from @lillianmli

7 Jan
1) Let's talk about something incredible unsexy but very important to understand any Chinese economic policies for the next few years: Dual Circulation.

If you've heard this term thrown around a bunch, go you, so ahead of the curve and so with it

If you haven't- time to learn
2) Dual circulation was first announced in May 2020 and is so-called because it comprises of two types of circulation - internal and external circulation of goods and services.
3) Internal circulation effectively means that the Chinese economy rebalances towards a consumption-led economy from an export-led economy. China wouldn't be 'decoupling' from the world economy anytime soon.
Read 9 tweets
5 Jan
1) Let's talk about how Alibaba has achieved the holy grail of big data - a holistic view of the consumer - through a plethora of product offerings and investment.

This is their overarching moat. And Amazon's got nothing on them.
2) To the outsider, Alibaba's product range is confusing af. It's all over the place and there seems to be no core competency they are focusing on.

A few divisions - Taobao (B2C marketplace), Tmall (High-end B2C marketplace), Alibaba (B2B marketplace, Cainiu(logistics)..
3) ...Elema (Food delivery), Autonavi (maps), Youku (streaming) and Feizhu(travel booking)

Also the promotional strategy is weird, In the lead-up to singles day, half the time they were promoting some cat rearing in-app mini game.

Wtf?
Read 17 tweets
4 Jan
1) Let's talk about Pinduoduo and the backlash of China's 996 work culture today.

An employee's death (apparently due to overwork) and PDD's apparent flippant response has riled up the Chinese internet. Who are all asking the question: Is money the be all and end all to life?
2) 996 culture is a sad fact of Chinese tech firms and means that a employee works from 9am to 9pm for 6 days a week. Some have even semi-joked their working hours are 007.

This is pretty true to life. On most weekends you can find engineers grinding away in the offices
3) Since Wechat rather than email is the default mode of communication, workers are always all. As Andrew Ng once said, if he sent his chinese colleagues a work text at 7pm and didn't get a response by 8pm, he's start thinking there was something wrong.
Read 19 tweets
3 Jan
1) Let's talk about a key part of the Chinese creator economy. The creator management and incubator agencies known as Multi-Channel Networks (MCN). We''ll summerise key lessons for the western creator economy.

And know how Li Ziqi got her 12m YouTube subscribers
2) MCNs are modern-day talent agencies (but more) who target influencers and creators as their clients. It originated in the US but has proliferated in China, with industry estimates of 5k-7k Chinese MCN operating as of 2020.
3) Typically, as creators gain enough following, they find it difficult to be an-all-in-one content creator, editor, customer support rep, accountant, lawyer, and marketing guru that the job demands.

Enter the MCNs who offers the creator the following:
Read 19 tweets
2 Jan
1) Let's talk about Meituan and its founder Wang Xing. The poster child of the Copy-to-China model. They beat out 5000+ other companies to win the group buying wars and catapulted Neil Shen of Sequoia China to the front of the Midas list.

Also pissed off Jack Ma on the way
2) Our story starts in 2004 when Wang Xing dropped out of his PhD program in University of Delaware to come back to China. Wang was the embodiment of Softbank's Time Machine theory, creating one US clone after the other
3) First it was Duoduoyou (Friendster) which died a quick death, then Xiaonei (Facebook) which fared better. The story goes that when Wang and his co-founders went to pitch Sequoia on this, they lost their prepared business plan in the taxi over.
Read 18 tweets
1 Jan
1) A highly popular 2020 chinese meme highlights anti-capitalist sentiment among Chinese white-collar workers (And enables support for anti-monopolist tech policies).

Let's talk about 打工人 aka "Labourers"
2) It all starts with a viral video in Oct on Bili Bili (read my article if you don't know what Bili bili is).

Two cartoon characters have an exchange where one bemoans the pointlessness of working hard, only for the other to rebuff his complaints with absurd zingers such as:
3) "Is it tiring to work so hard? Of course it should be tiring! Comfort is only for the rich. Go labourers!"

"Yes, working can't earn that much money but if you work a few more jobs you wouldn't have any time left to spend that money"

"Work doesn't need me, but I need work"
Read 12 tweets

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