WeChat

includes WeChat Pay

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 21, 2025 by Jordi Hays · said 9 times in 8 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (3), Jordi Hays (1), Jordan Schneider (1), Dylan Patel (1), Bill Bishop (1)

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2026 5 mentions in 5 episodes 1 per episode
2025 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about WeChat, oldest first

Feb 21, 2025 bearish
Insight
Super Apps Like WeChat Erase Apple's Software Ecosystem Moat in China
“Apple has huge advantages in the US. They have their moats, which is like messaging, payments, the developer ecosystem. They don't have that in China because of WeChat and these sort of super apps. And so somebody can just trade for a cheaper phone and get lik…”
Jordi Hays Feb 21, 2025 ▶ 10:52 The END of LUXURY GOODS? (Trump’s Tariffs)
Feb 10, 2026 positive
Assertion Supported
Bishop: China's AI strategy prioritizes economic diffusion over frontier models
“They have like this AI plus plan they rolled out a couple months ago, where it's really to embed AI throughout the economy and throughout society. And so they're not really focused on As much as sort of getting to AGI and these massive models, they're really m…”
Bill Bishop Feb 10, 2026 ▶ 22:12 FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
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