Tencent, every mention

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Verbatim, from the transcripts: the passages where Tencent comes up

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▶ 1:15:55 Ben Gilbert Or in many ways, the Tencent.
▶ 1:15:57 Ben Gilbert Tencent, of course, also does direct investing, but the idea that you could get distribution through WeChat, it's kind of like, it's not distribution, but it is manufacturing.

▶ 3:21:56 Ben Gilbert My next one is closed loop systems like Alipay and Tencent's ecosystem.

▶ 21:49 Mitch Lasky And I think that move, which was essentially perfected by Tencent with QQ and, and, and the things that they did sort of leveraging their messaging platform in the games business.
▶ 28:32 David Rosenthal like who else could really conceivably, and Tencent has done the best, but who could conceivably break in?
▶ 45:44 Ben Gilbert How the heck did they become successful in being, you know, the Tencent we know today, the most powerful video game distribution on the planet?
▶ 45:57 Ben Gilbert And is not Steam, is not Tencent.
▶ 47:10 Mitch Lasky But they really embraced it, Tencent, and, and invested deeply in it.
▶ 47:22 Blake Robbins Tencent and QQ is, they had the games.

▶ 2:04:57 David Rosenthal Tencent?
▶ 2:04:58 Ben Gilbert Tencent.
▶ 2:05:01 David Rosenthal Which may have come as part of a swap with Tencent Music in that IPO, I think.

▶ 2:48 Packy McCormick I mean, acquired is, I think particularly for the first year when I wrote about SoftBank, when I wrote about Tencent, when I wrote about all these companies, like getting deep the work that you did to, to go deep on those companies was…
▶ 1:27:07 Packy McCormick Like, the best thing that's ever been written on that company isn't going to be as interesting as breaking down Tencent over 20,000 words because Tencent is a sprawling business that has this, like, crazy innovative business model.
▶ 1:40:38 Packy McCormick And so like, I, I can tell you for a fact that without, you know, again, we'll go to the Tencent episode, but without the Tencent episode on, uh, uh, on acquired, there wouldn't probably be that not boring two-parter on Tencent.

▶ 1:27:33 David Rosenthal Uh, do, do you guys, um, do, do you have any China tech position, you know, Tencent or, or others, or?

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