Baidu

4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jan 10, 2018 by Crystal Huang · said 21 times in 11 episodes since 2017 · across every show →

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brought up most by Harry Stebbings (7), Shervin Pishevar (3), Crystal Huang (3), David Sze (2), Andrew Feldman (2), Mitchell Green (1), Julio Vasconcellos (1), Jason Lemkin (1)

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2018 7 mentions in 2 episodes 4 per episode
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Everything said about Baidu, oldest first

Jan 10, 2018
Opinion
Baidu, Alibaba, and Tencent exert more market dominance than US giants
“The top three exert An almost disproportionate influence on the market relative to even Amazon or Google in the US.”
Crystal Huang Jan 10, 2018 ▶ 17:56 20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital
Jan 10, 2018
Prediction Not checkable as stated
ChingCloud and uCloud might remain independent from Chinese tech giants
“There are some cloud services companies like Ching Cloud and uCloud, which are big enough at the moment and have enough customers where they might be able to stay independent.”
Crystal Huang Jan 10, 2018 ▶ 19:43 20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital
May 29, 2018 positive
Insight
Chinese tech giants prioritize early investment in breakout startups over copying them
“What I see happening more recently is not that those companies are copycatting and trying to kill startups. They're trying to identify the startups that have breakout potential and get money into them and invest in them as soon as possible.”
Glenn Solomon May 29, 2018 ▶ 19:38 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Apr 19, 2021 negative
Disclosure
Greylock passed on Baidu at a $14M valuation over travel requirements
“I looked at Baidu at fourteen million pre. And because we had this rule of thumb that said we had to be boots on the ground all the time at that time, it was that narrow a definition again back in those days, I was told that I was going to be going to China ev…”
David Sze Apr 19, 2021 ▶ 34:08 20VC: Greylock's David Sze on His Biggest Lessons Working with Mark Zuckerberg and Reid Hoffman, The Rise of Pre-Emptive Rounds, How To Think Through Price Discipline Today and How Truly Strong Venture Partnerships Function
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