Connie Chan

32 statements across 14 episodes · 23 bullish · 4 bearish · 1 people on the record · first statement Jan 13, 2018 by Connie Chan · said 12 times in 7 episodes since 2019 · across every show →

On the record as a speaker too: Connie Chan's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Sonal Chokshi (9), Matthew Colford (2), Andrew Chen (1)

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0014282019episodesmentions per episode
2019 12 mentions in 7 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Connie Chan, oldest first

Jan 13, 2018 bullish
Prediction Not checkable as stated
Connie Chan predicts Chinese mobile trends will reach the US by 2020
“I have a thesis that a lot of consumer mobile trends that we see in China today will start playing out in the US in one or two years.”
Connie Chan Jan 13, 2018 ▶ 9:29 Rise of the Super App: Mobile-First Product Ideas from China
Jan 13, 2018 positive
Insight
Connie Chan: Sharing traffic across services helps retain user mindshare
“Sharing your traffic will help you retain mindshare and help you retain relevance.”
Connie Chan Jan 13, 2018 ▶ 4:02 Rise of the Super App: Mobile-First Product Ideas from China
May 15, 2018 positive
Prediction Not checkable as stated
Chan: Every surface will become an output, every action an input
“In the future, I believe every surface will be an output, and every action will be an input.”
Connie Chan May 15, 2018 ▶ 6:33 Online to Offline 2.0: Experiments and Examples from China
Dec 5, 2018 negative
Prediction Not checkable as stated
Chan: Ad-supported platforms will eventually hit a limit on ad load
“There will come a point where you can no longer stuff more ads down someone's throat because the ads will become either more ineffective or more annoying.”
Connie Chan Dec 5, 2018 ▶ 2:58 When Advertising Isn't Enough
Dec 5, 2018 positive
Insight
Chan: Engaging content lowers customer acquisition costs for transaction platforms
“Or if you're a transaction oriented company, if you can create more content, engaging content, you get more mind share, and that lowers your customer acquisition costs when you try to expand to new sectors.”
Connie Chan Dec 5, 2018 ▶ 3:50 When Advertising Isn't Enough
Dec 5, 2018 negative
Prediction Not checkable as stated
Chan: Consumers will eventually reject flat-rate subscription models
“And on the subscription side, I believe one day consumers will wonder why they have to keep paying for a buffet when they know exactly what they want to buy.”
Connie Chan Dec 5, 2018 ▶ 3:08 When Advertising Isn't Enough
Jan 2, 2019 positive
Insight
Chan: Communication features make apps indispensable, unlike entertainment
“I think communication is what makes it an indispensable application. Entertainment is much more you can take a break from it. You don't need it every single day, but communication is something that's very hard to give up even for a short period of time.”
Connie Chan Jan 2, 2019 ▶ 3:52 a16z Podcast | Messaging As the Interface to Everything
Jan 2, 2019 bullish
Insight
Chan: Switching internal app tabs is superior to OS-level app navigation
“I find that less of a hassle than closing out an application, swiping my screen to the next grid of different applications, finding the right one, and then doing whatever I need to do, and then closing that application and going back. So navigating. Yeah, navi…”
Connie Chan Jan 2, 2019 ▶ 4:46 a16z Podcast | Messaging As the Interface to Everything
Jan 2, 2019 neutral
Insight
Chan: Local marketing and distribution decide foreign markets after tech parity
“Both of them need to have a baseline level of tech and logistics is one I think where there's a lot of tech involved. On top of that though, after their baseline tech is met, I think then it comes down to marketing partnerships, Distribution and things like th…”
Connie Chan Jan 2, 2019 ▶ 7:18 a16z Podcast | The Tiger and the Dragon -- On Tech and Startups in India and China
Jan 2, 2019 positive
Insight
Chan: Web views inside messaging apps onboard businesses faster than full bots
“If you focus much more on web views and use the bot as more just a shortcut to go into the full-on web view, you can onboard accounts much, much faster.”
Connie Chan Jan 2, 2019 ▶ 24:17 a16z Podcast | Bots and Beyond
Jan 2, 2019 positive
Assertion Not checkable as stated
Chan: Voice messaging in Asia is common even during professional meetings
“People will do this during meetings. They'll do it in the hallways. They'll do it in the restaurants. You're using audio input all the time.”
Connie Chan Jan 2, 2019 ▶ 21:13 a16z Podcast | Culture and/of Design
Jan 2, 2019
Assertion Not checkable as stated
Chan: Typing Pinyin Chinese is not slower than English mobile typing
“A lot of people use that as an excuse though for why people don't like to type Chinese on a keyword, but I don't think that's actually the case for a lot of the top tier cities there anymore. Typing and pinging is It's not that much slower than typing in Engli…”
Connie Chan Jan 2, 2019 ▶ 15:58 a16z Podcast | Culture and/of Design
Jan 2, 2019 positive
Assertion Contradicted
Chan: WeChat features a Siri-like voice assistant returning visual outputs
“And there's another, almost like a Siri type product that lives inside WeChat right now. So you can send it an audio message and it will show you a visual response.”
Connie Chan Jan 2, 2019 ▶ 21:19 a16z Podcast | Culture and/of Design
Feb 2, 2019 neutral
Insight
Chan: Long-tail educational content doesn't always suit video
“A lot of long-tail expertise doesn't always naturally suit video.”
Connie Chan Feb 2, 2019 ▶ 12:24 What's Next for Education Startups in 2019 (Part II)
Feb 2, 2019 bullish
Prediction Partly held up
Chan: China's online education market to hit 300M users by 2020
“IResearch says that right now online education in China is a hundred fifty million users and expected to grow to nearly three hundred million by year 2020. It's a forty billion dollar industry expected to grow to seventy billion dollars.”
Connie Chan Feb 2, 2019 ▶ 3:06 What's Next for Education Startups in 2019 (Part II)
Feb 2, 2019 bearish
Opinion
Chan: Relying solely on ad monetization is a risky consumer strategy
“Focusing on just building up page views and hoping they'll monetize with ads to me is a scary strategy in general for any consumer app.”
Connie Chan Feb 2, 2019 ▶ 25:03 What's Next for Education Startups in 2019 (Part II)
Feb 2, 2019
Assertion Supported
Chan: Adults aged 26-35 are the largest online education demographic in China
“The largest group is not K through 12. It's not even college students. The largest groups of students who want to do self-improvement in online education, they are 26 to 35.”
Connie Chan Feb 2, 2019 ▶ 3:31 What's Next for Education Startups in 2019 (Part II)
Jan 23, 2020 bullish
Prediction Held up
Consumers will soon shop directly inside social and video apps
“Second, everything becomes commerce. All the time that we're spending in our entertainment apps, whether they're video apps, social media apps, messaging apps, we will be shopping from these apps in the near future.”
Connie Chan Jan 23, 2020 ▶ 1:00 Four Trends in Consumer Tech
Jan 23, 2020 bullish
Prediction Not checkable as stated
Internet interaction will move beyond smartphone screens to physical spaces
“The way that we interact with the internet will no longer just be on these small little screens, but we'll be connecting our digital identities with our physical ones.”
Connie Chan Jan 23, 2020 ▶ 1:14 Four Trends in Consumer Tech
Jan 23, 2020 bullish
Prediction Not checkable as stated
Super apps are here to stay and moving East to West
“You see, super apps are here to stay, and the big internet giants in the States already get it. This trend is coming from east to west.”
Connie Chan Jan 23, 2020 ▶ 4:15 Four Trends in Consumer Tech
Jan 25, 2023 bullish
Prediction Not checkable as stated
Chan: Video commerce will spawn a new category of creator-sellers
“And in the same sense, I also think even if we see an increase in commerce for video, you might also see a new category of creators emerge.”
Connie Chan Jan 25, 2023 ▶ 16:47 2023 Big Ideas in Technology (Part 1)
Jan 25, 2023 bullish
Prediction Not checkable as stated
Chan: Social and video commerce will become mainstream trends in 2023
“So social commerce, discovery commerce, video commerce, these trends are inevitable and 20, 23 will be the year it all becomes obvious.”
Connie Chan Jan 25, 2023 ▶ 1:35 2023 Big Ideas in Technology (Part 1)
Jan 25, 2023 bullish
Prediction Not checkable as stated
Chan: Infomercial-style video commerce will succeed on mobile phones
“And I think it's gonna work on the phone too. There's no reason why it wouldn't And because platforms are waking up to this and also brands are waking up to this, I think that combination is the important catalyst.”
Connie Chan Jan 25, 2023 ▶ 16:10 2023 Big Ideas in Technology (Part 1)
Mar 23, 2023 positive
Prediction Not checkable as stated
Chan: Personalization will overcome lack of explicit shopping intent on social apps
“I actually don't buy that like, oh, I don't have the intent of shopping when I go there. I think that changes. I think consumer behavior changes as long as the recommendations and the personalizations are good enough.”
Connie Chan Mar 23, 2023 ▶ 34:44 The Marketplace 100: A Glimpse Into the Future of Commerce
Mar 23, 2023
Insight
Chan: New marketplaces win through unique supply, pricing, or experience
“When you want to build a new marketplace, you either have brand new, unique supply that no one else has. Or you have better pricing that no one else has. That's Timu. Or you have just a much better fun experience, and that's what not. If you deliver something …”
Connie Chan Mar 23, 2023 ▶ 41:56 The Marketplace 100: A Glimpse Into the Future of Commerce
Mar 23, 2023 bullish
Prediction Not checkable as stated
Chan: Incumbent social platforms will expand into e-commerce to drive ad revenue
“I think a lot of these large Platforms are all going to figure out they want to dabble into commerce, and there's so many benefits if they do that. It actually drives their advertising engines, because now that you have a commerce layer, the supply generally i…”
Connie Chan Mar 23, 2023 ▶ 31:23 The Marketplace 100: A Glimpse Into the Future of Commerce
Mar 23, 2023 bullish
Assertion Not checkable as stated
Chan: Historically, Many Top VC Returns Have Been Marketplaces
“Many of the biggest returns historically have all been marketplaces, and this is because marketplaces generally share two traits that are incredibly valuable and attractive to investors.”
Connie Chan Mar 23, 2023 ▶ 2:46 The Marketplace 100: A Glimpse Into the Future of Commerce
Apr 14, 2023 bullish
Prediction Not checkable as stated
Much of future e-commerce will originate directly on social networks
“A lot of e-commerce of the future will actually come from social networks because ads and commerce are actually very symbiotic and naturally should go together.”
Connie Chan Apr 14, 2023 ▶ 7:22 Marketplace Breakout Strategies: Take Rates, Defensibility, Payments | Field Notes by Connie Chan
Apr 14, 2023 positive
Insight
E-commerce innovation primarily comes from replicating established physical commerce mechanics
“When, what is the future of e-commerce? Just look at physical commerce and replicate more of it.”
Connie Chan Apr 14, 2023 ▶ 8:38 Marketplace Breakout Strategies: Take Rates, Defensibility, Payments | Field Notes by Connie Chan
Apr 19, 2023 positive
Insight
Chan: Capital abundance in emerging markets de-risks founder career decisions
“When there's so much capital that kind of floods into an ecosystem that does de-risk it to some extent.”
Connie Chan Apr 19, 2023 ▶ 7:46 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Apr 19, 2023 bullish
Insight
Chan: Massive market sizes justify venture funding for competing startups
“Because the market's so big The pie is so large that it does actually warrant that crazy risk taking, that even if a company is already doing well, I might just give a ton of money to another competitor because if they win, the pie is so much bigger.”
Connie Chan Apr 19, 2023 ▶ 8:31 Global Investing in Tech: Pattern Recognition, Founder Traits, Momentum | Field Notes by Connie Chan
Apr 26, 2023 negative
Assertion Supported
Connie Chan: US live shopping adoption is lagging far behind China
“Still so much slower than China though.”
Connie Chan Apr 26, 2023 ▶ 22:17 Future of Resale: AI Styling, Live Video, Social Marketplaces | Field Notes by Connie Chan
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