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Lillian Li

Investment Manager, Baillie Gifford · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorauthoranalystfounder@lillianmli ↗lillianli.substack.com ↗

Lillian Li is the creator and writer of Chinese Characteristics, a newsletter analyzing Chinese tech platforms and digital innovation ecosystems. Prior to joining Baillie Gifford, she worked as a venture capital investor at Salesforce Ventures and Eight Roads Ventures and co-founded Diversity VC.

9statements → 6claims → 3claims resolved → 67%fully supported → 3.67/5average certainty → 2.22/5average debate potential → ≈4.0/5argument clarity, estimated → 4said about them ↓

2 supported 1 partly supported 0 contradicted 3 not checkable as stated how the 6 claims stand · each chip opens the sources

6 assertions · 3 insights · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 3 are resolved, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Lillian argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Li: Chinese platform fines targeted exclusive vendor lock-in agreements
“So if you're a supplier to Alibaba, you can't go on Pinduoduo or JD. They would sometimes make you sign an inclusive, exclusive agreement with them, which would be very, you know, anti-competitive in most parts of the world. But they've managed to sort of have…”
Lillian Li Jun 29, 2021 ▶ 43:12 Tech in china, from inside and outside

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Lillian Li on measured tape to publish a rate. This says nothing about how they speak.

Everything Lillian Li said on Another Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Li: Chinese tech should be framed as parallel evolution, not the future or past
“And I think the way to look at China might not, the framing in which I find the most helpful is to view it as this parallel world. You don't, you shouldn't view it as like the future. You shouldn't view it as like the past, but you just view it as like, Had th…”
Lillian Li Jun 29, 2021 ▶ 55:43 Tech in china, from inside and outside
Insight
Li: Chinese Tech Workers View Copying as a Pragmatic Product De-risking Strategy
“When I talk to Chinese PM and Chinese tech workers, first of all, they don't view copying as inherently shameful, because their mentality is, you have come up with a very successful UX or product, therefore, you know, for me to learn and to catch up to you I s…”
Lillian Li Jun 29, 2021 ▶ 19:32 Tech in china, from inside and outside
Insight
Li: Barriers to international expansion force Chinese tech companies into horizontal domestic competition
“China has a much more defined Market into itself. It's very hard to leave China. And so what that means is, yes, you have a very big market, but that's essentially your market, right? So I think every player knows from the outside, you know, rather than thinki…”
Lillian Li Jun 29, 2021 ▶ 25:20 Tech in china, from inside and outside
Assertion Partly supported
Li: Sea, Grab, Gojek, and Rappi Credit Chinese Tech Rather Than US Giants
“See, which is like a super app in, in Southeast Asia credits a lot of its innovation and the way they think about app building to Tencent as do Grab, Gojack, and Rappi in Brazil. You know, they credit Chinese tech for, and the way of kind of, you know, buildin…”
Lillian Li Jun 29, 2021 ▶ 35:41 Tech in china, from inside and outside
Assertion Supported
Li: Chinese platform fines targeted exclusive vendor lock-in agreements
“So if you're a supplier to Alibaba, you can't go on Pinduoduo or JD. They would sometimes make you sign an inclusive, exclusive agreement with them, which would be very, you know, anti-competitive in most parts of the world. But they've managed to sort of have…”
Lillian Li Jun 29, 2021 ▶ 43:12 Tech in china, from inside and outside
Assertion Not checkable as stated
Li: Chinese internet and mobile user growth has plateaued
“They've realized that internet penetration and mobile penetration has slowed down massively in the last few years, so they're kind of dealing with the fact of, oh, the market that, that's been growing for the past few years because of new users, that's coming …”
Lillian Li Jun 29, 2021 ▶ 44:43 Tech in china, from inside and outside
Assertion Supported
Li: Bilibili is multifaceted and makes most money from games, not video
“Most people also reduce it to China's version of YouTube, but when you look at it, it's actually very multifaceted. You know, it gets most of its money from mobile games, it does advertising, it has live streaming, it sells e-commerce product on top of it, so …”
Lillian Li Jun 29, 2021 ▶ 4:51 Tech in china, from inside and outside
Assertion Not checkable as stated
Li: Meituan Won China's Clone Wars by Localizing Fastest
“When Meituan first started and they started off in kind of group buying, they were the part of the Groupon clone wars, as it was called. There was, you know, Startups doing Groupon cloning, and then Meituan localized the fosters and went with a different strat…”
Lillian Li Jun 29, 2021 ▶ 21:22 Tech in china, from inside and outside
Assertion Not checkable as stated
Li: Chinese enterprise software lags far behind the West
“Enterprise software is actually relatively I wouldn't say non, I wouldn't say non-existent, but much further behind relative to what we see to the west.”
Lillian Li Jun 29, 2021 ▶ 45:26 Tech in china, from inside and outside

The other half of the tape: Lillian Li's own voice is left out of every number here. Other people bring the name up 4 times in 2 episodes on Another Podcast. every mention, with the transcript →

Who brings them up most Toni Cowan-Brown 3Benedict Evans 1

Every mention by year

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2022 4 mentions in 2 episodes 2 per episode

Appearances (1)

EpisodeDateSpeaking time
Tech in china, from inside and outside Jun 29, 2021 28m
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