硅谷龙：中国如何打赢高技术竞赛

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Timing Not on Tudou's Side

Timing is everything, as Tudou CEO Gary Wang knows all too well. Chinese video sharing site Tudou beat Youku to a product debut by one year, and was the market leader for several years. Now, Youku has jumped ahead, becoming China's largest YouTube-like player and scoring a high-flying IPO eight months before Tudou could bet to NASDAQ. You can bet that Wang (right) wishes he could have gone public late last year. Still, he deserves a lot of credit for getting the IPO done in a tough year. See Silicon Asia post at Forbes.   

Microblogs Users in China Multiplying 

       Q2 2011        Q1 2011                 % change     

# of users      174M              140M                      +24%

China microblogging market could reach 250 million users by the end of 2011.

Source: Analysys International

Worth Reading

 GroupOn CEO Discusses China

Groupon CEO Andrew Mason sent to his employees. Mason briefly addresses Gaopeng, Groupon's China joint venture: What about our joint-venture with Tencent in China? Did you read the article that Gaopeng's CEO has kidnapped the first born children of all our employees and is putting them to work building a laser beam he'll use to slice the moon in half? It turns out that that one isn't true either. China is definitely a different market, but every month we inch closer to profitability. See DigiCha.

PRC government officials committed to breaking these links during President Hu Jintao's January 2011 trip to the U.S. and the May 2011 Strategic and Economic Dialogue. The US-China Business Council has prioritized the elimination of discriminatory innovation-related procurement rules and has provided various PRC government agencies with a list of rules and policies that need to be addressed. In one sign of change, the Shanghai local government formally eliminated its indigenous innovation product catalogue. See USCBC write-up.  
      

Gaining by Betting Against Flimsy Chinese Firms

Sahm Adrangi works with six other people in a small room on Madison Avenue with a view of an adjacent brick building. He doesn't speak Chinese. He's never set foot in China. At 30, he claims no special insight into the sources or durability of the Chinese economic miracle. Yet he has managed to dig up enough information to wreck the fortunes of several Chinese companies - while building up his own. See Washington Post.

Bashing Baidu

OJJo