Connie Chan
Former General Partner, Andreessen Horowitz. On 1 show, 20 appearances, plus 3 compilation re-airs not counted. The Shows tab opens the full record on each.
investorhostauthor@conniechan ↗a16z.com/author/connie-chan ↗
Joining Andreessen Horowitz in 2011, she became the firm's first internally promoted General Partner in 2018 and led investments in companies including KoBold Metals, Cider, and Whatnot. She is widely recognized for her analysis of Asian consumer tech trends and translating their product models to Western markets.
1shows
20appearances
188statements
48resolved
36supported
3contradicted
75%fully supported
12said about them ↓ Everything Connie Chan said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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.”
Chan: EdTech startups should build mobile apps before websites
“This is probably a contrarian view, even in Silicon Valley, but I would build for mobile first, and I would build your app before you build your website, because it will drastically unlock different ways of thinking.”
Chan: Upfront subscriptions are a flawed business model for EdTech
“For this category, I don't think subscription is necessarily the best model. Because for me to sign up for a subscription, I have to think I'm going to take more than one class, right? I mean, why not instead let me pay per course, and for other courses, if yo…”
Chan: Chatbot adoption failed due to missing use cases, not discovery
“My concern is that the issue around bot usage and adoption is not actually the discovery piece. It's that the great use cases for the bots haven't been created yet. And that's more a function of Facebook educating developers or developers coming up with the ri…”
Chan: Photo tools benefit from unbundling, social networks require single apps
“It makes sense for a photo editing company to break that up into multiple apps because from a user metric standpoint, I will download four or five of them. But for a company like Facebook, I only want one if it's the same exact network of people.”
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.”
Chan: Chatbots slow down e-commerce; messaging should link to web views
“I think a lot of commerce actually doesn't need the conversation. And I don't think it, the dialogue, the back and forth chat is that additive. I take customer service aside from that because that's an instance where I feel like I want someone listening. I wan…”
Chan: WeChat is a mobile operating system, not a chat app
“If you think about WeChat, it, it's not Fair to classify it as a chat application, and it's not fair to draw all the conclusions that WeChat has achieved and say that all messaging apps can achieve that, because WeChat is much more an operating system. It is m…”
Chan: Chinese Startups Enter US Faster Than US Firms Enter China
“When I talk to a lot of U.S. Companies thinking about entering the Chinese market, that decision can take one or two years. When I talk to a Chinese entrepreneur who wants to enter the U.S. Market, he can have a team out here in a quarter. So Chinese companies…”
Chan: Chinese consumers prefer feature-dense interfaces over minimalist U.S. app designs
“If they have an app that only does one thing, or if there's a screen that only does one thing, That to them seems too basic, and they actually prefer the complexity and the ability to do a bunch of things per every inch of screen space versus the states where …”
Chan: China's mobile payment ecosystem is far ahead of the U.S.
“I'd say in China, I don't know if mature is the right word I would use for it, but I would say it's far more advanced than what I do see in the States and probably what's happening in India.”
Chan: Chinese transportation technology is innovating faster than Silicon Valley
“That world is also changing very quickly and maybe innovating at a pace that's faster than what I see happening in Silicon Valley.”
Chan: A WeChat partnership virtually guarantees success for startups in China
“If you have some kind of partnership with WeChat, that is Almost instant guaranteed success for any startup.”
Chan: China leads the US in messaging, logistics, and online video
“So for something like messaging, I think they're ahead. Something like logistics, I think they're ahead. Online video, I actually think they're more experimental as well.”
Peretti: Half of BuzzFeed's 2019 revenue will come outside of advertising
“He also predicted that in 2019, half of their revenue would come from outside of advertising.”
Chan: No e-commerce company closed the online-to-offline loop before Alibaba
“You see, that completion of this virtuous loop is the holy grail of advertising that no other e-commerce tech company has ever been able to achieve until now.”
Chan: The Apple iPhone would not exist without China
“Without China, the Apple iPhone would not exist.”
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.”
Chan: Temu operates central packaging warehouses, unlike Wish's direct-factory model
“Wish would allow people to shop on Wish, and then the factory ships directly. So it's just like a listing marketplace. Just like a Craigslist. Timu has warehouses. The factories have to ship their products to the warehouses. Someone is packing it all in a Timu…”
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.”
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.”
Chan: Asian tech trends take one to five years to reach US
“My learning is that there's usually a time lag of at least a year and generally three to five years before some of those concepts that are already mainstream in Asia become very popular here.”
Meituan captures over 50% of China hotel bookings, displacing Ctrip
“And today, they're responsible for booking over 50% of the hotel nights in China. And the previous big player Ctrip is down to low 20%.”
The other half of the tape: Connie Chan's own voice is left out of every number here. Other people bring the name up 12 times in 7 episodes across the shows. every mention, with the transcript →
Who brings them up most Sonal Chokshi 9Matthew Colford 2Andrew Chen 1
Every mention by year
tap a year for its mentions
the a16z Podcast 12
2019 12 mentions in 7 episodes 2 per episode
- a16z Podcast | Politics Over Pragmatism -- On China, Trump, and Smart Guns?
- a16z Podcast | Centers of Power, War, and History
- a16z Podcast | Not all Network Effects Are Created Equal
- The a16z Pitch Room: Sandbox VR
- a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
- a16z Podcast | All About Stablecoins
- a16z Podcast | Welcome to the New Era of Commerce
- every mention in 2019, scene by scene →
One line per show, most statements first. The link opens Connie's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| a16zLEDGER | Former General Partner, Andreessen Horowitz | 20 +3 | 188 | 75% 36/48 | full record on the a16z Podcast → |