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Evolving for the Next Billion by GGV Capital
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Evolving for the Next Billion by GGV Capital

Author: GGV Capital

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From GGV Capital, Evolving for the Next Billion interviews local champions and global giants who are reshaping the lives of the next billion internet users. Hosted by GGV Capital Managing Partner Hans Tung. Produced by GGV colleague Rita Yang. Podcasts are released bi-weekly.
86 Episodes
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Today's episode was recorded back in 2019, way before Affirm became a 27 billion dollar public company, and the BNPL (that is buy now pay later) won over young consumers across the world. Before Affirm, Max was known as the co-founder of PayPal, where he designed the company's system to detect fraud. A "fintech nerd", as he called himself and serial entrepreneur, Max shared how Affirm was a product of his guiding principle in life, and how his wife was the voice of reason when defining what was fun for him. This episode is co-hosted by GGV managing partner Glenn Soloman and first appeared on Glenn's podcast Founder Real Talk. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or assets are for illustrative purposes only; such references do not constitute any recommendation to either buy or sell such securities or assets and are not intended to serve as the basis for any investment decision, nor do they constitute an offer to provide investment advisory services. Any information provided by third parties in this content does not reflect the views of GGV Capital and its subsidiaries or affiliates. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon, when making a decision to invest in any fund managed by GGV Capital. Any investment or portfolio company mentioned, referred to, or described is not representative of all investments in vehicles managed by GGV Capital, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results.
Today on the show, we have Jim Miller, CTO of Wayfair. Wayfair is one of the world's largest e-commerce companies that sells furniture and home-goods. Wayfair is not onlyWayfair.com. It also owns Joss & Main, AllModern, Perigold, and Birch Lane. All dedicated to help shoppers quickly and easily find exactly what they want from a selection of more than 18 million items across home furnishings, décor, home improvement, housewares and more. The company generated $9.1 billion in net revenue for full year 2019. It recently turned a profit for the first time since its IPO in 2014. Before joining Wayfair, Jim served as the Vice President of Worldwide Operations at Google for almost 8 years. He also spent 7 years as a senior executive at Cisco leading supply chain and logistics, Asia operations, new product introduction, advanced technology, and global operations while the company ramped from $18B to over $40B in annual revenue. Prior to Cisco, Miller was the Vice President of Supply Chain at Amazon and was a key contributor to Amazon's rapid growth into a global company. Jim received his bachelor's degree from Purdue University, an M.S. from MIT, and an MBA from the Sloan School of Management at MIT. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or assets are for illustrative purposes only; such references do not constitute any recommendation to either buy or sell such securities or assets and are not intended to serve as the basis for any investment decision, nor do they constitute an offer to provide investment advisory services. Any information provided by third parties in this content does not reflect the views of GGV Capital and its subsidiaries or affiliates. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon, when making a decision to invest in any fund managed by GGV Capital. Any investment or portfolio company mentioned, referred to, or described is not representative of all investments in vehicles managed by GGV Capital, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results.
The conversation was recorded at the end of 2020. We sit down with GGV Capital managing partner Jenny to get her take on memorable moments, new habits developed during lockdown and her hope for 2021. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
Today on the show, we have Josh Silverman, CEO of Etsy since 2017. Etsy is an innovative online marketplace that connects millions of passionate creative sellers and buyers around the world. With the mission "keep commerce human", the global destination for unique and creative goods has 3.1 million active sellers and 60.3 million active buyers from nearly around every country on our planet. In 2019, 40% of Etsy sellers were located outside the US, 83%of sellers were women. Josh has two decades of leadership experience include growing consumer technology companies and scaling global marketplaces. Before Etsy, he served as president of consumer products and service at AmEx, CEO of Skype, and CEO of shopping.com. And he has held various executive roles at eBay. Earlier in his career, Josh co-founded Evite 20 years ago, where he was also served as the company's first CEO until sale to IAC. This is a cross episode with Founders Real Talk, our sister podcast hosted by GGV Managing Partner Glenn Solomon. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or assets are for illustrative purposes only; such references do not constitute any recommendation to either buy or sell such securities or assets and are not intended to serve as the basis for any investment decision, nor do they constitute an offer to provide investment advisory services. Any information provided by third parties in this content does not reflect the views of GGV Capital and its subsidiaries or affiliates. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon, when making a decision to invest in any fund managed by GGV Capital. Any investment or portfolio company mentioned, referred to, or described is not representative of all investments in vehicles managed by GGV Capital, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results.
Today on the show, we have Harley Finkelstein, the President of Shopify. Shopify is a leading global e-commerce company, providing trusted tools to start, grow, market and manage a retail business of any size. Headquartered in Ottawa, Canada, Shopify powers over 1 million businesses and more than 175 countries and is trusted by brands such as AllBirds, GymSharks, PepsiCo, Staples, and many more. Harley has been with the company since 2010. Prior to his current role, Harley founded numerous startups and ecommerce companies. He is currently an advisor to Felicis Ventures. Harley holds a Bachelor degree in Economics from Concordia University and a J.D./M.B.A. joint degree in Law and Business from the University of Ottawa. This episode is co-hosted by GGV colleague Robin Li. Based in New York, Robin invests in eCommerce, social, consumer internet, and digital economy. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community Disclaimer: This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or assets are for illustrative purposes only; such references do not constitute any recommendation to either buy or sell such securities or assets and are not intended to serve as the basis for any investment decision, nor do they constitute an offer to provide investment advisory services. Any information provided by third parties in this content does not reflect the views of GGV Capital and its subsidiaries or affiliates. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon, when making a decision to invest in any fund managed by GGV Capital. Any investment or portfolio company mentioned, referred to, or described is not representative of all investments in vehicles managed by GGV Capital, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results.
For our last episode in this special year, we bring you Hans's perspective on 2020. To our listeners across the world, thank you for being with us. We look forward to bringing you more insights and inspirations next year! See you in 2021! For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
2020 will be one for the history books. In this 3-part series, we sit down with GGV Capital's managing partners to get their take on memorable moments of 2020, new habits developed during lockdown and their hopes for 2021. First guest for today is Jixun Foo. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
Today on the show, we have Son Tran, founder, and CEO of Tiki. Tiki (short for "Tìm kiếm & Tiết kiệm", which means "Search & Save") is a top all-in-one commerce platform in Vietnam, including an e-commerce marketplace, TikiNOW Smart Logistics - an integrated supply chain platform, and Tiki Trading, a retail subsidiary. Starting Tiki as an online bookstore in 2010, Son has turned Tiki into a top trusted multi-selection e-commerce platform for millions of Vietnamese customers. He held a double degree in software engineering and commerce in Vietnam and Australia. After graduating with a Master's degree at the University of New South Wales (Australia) in 2007. Before Tiki, Son also helped starting Clip.vn - a.k.a YouTube of Vietnam. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
For the last episode of our EdTech series, we have GGV managing partner Jenny Lee. Jenny has been investing in the space for almost a decade now. So we thought a conversation with her would be the best way to conclude this series. If you or your friend is in the EdTech space, this is an episode that you don't want to miss. Jenny shared how she started to invest in EdTech, getting to a product-market fit, growth with different business models, and one big bet she is currently making in the space. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
Today on the show we have Mark Luo. Mark Luo is the founder and CEO of Huohua Siwei (Spark Education). It is a learning app that develops logical thinking, concentration, and other cognitive skills for children aged between 3-12. It offers small live classes in the form of interactive games, with real time guidance from a teacher. The company currently has over 280,000 paid students and boasts a referral rate of 80%. Huohua Siwei is a GGV portfolio company. Mark has extensive entrepreneurial experience. Before Spark, he was part of the founding team at China's earliest classified website Ganji.com and served as the CTO. The company was acquired by 58.com in 2015 with 2.6 billion USD. Mark graduated from Singapore National University with master's degree in computer science. We also talked to GGV managing partner Jenny Lee on why she led our investment into Huohua. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
Making learning fun is hard, especially in this day and age where you have to compete with social media and games for students' attention. What's even harder is to do so and get a better learning outcome. The hardest is to make it into a scalable business. This is what Michael and his co-founder Mads are trying to do with their startup Labster, a leading virtual science lab provider based in Copenhagen. Their vision is to radically improve science education so future scientists can solve big problems that we cannot solve. The startup world is never short of grand vision like this. What's rare is the passion and patience to follow through, which you will hear from Michael's story in this episode. You will also hear Hans and Michael discuss the role Covid played in the company's growth, why science education is actually a global challenge, and what separates a platform business from a content one. Labster is GGV's first investment in Europe. The deal happened during Covid-19 entirely online. Jenny and Hans led GGV's investment into the company. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
For the first episode of our EdTech series, you will be hearing from the founder of Zuoyebang Hou Jianbin, whose personal belief about education significantly shaped the way he built this company. Born and raised in a small town in China, He was a straight-A student and had his life completely changed by the national college entrance exam. Got into China's top university and a job offer from China's search engine giant Baidu, where he built the product that eventually became one of the world's most valued EdTech startups. Zuoyebang was spun off from Baidu in 2015. For the second part of this episode, you will also be hearing from GGV managing partner Jenny Lee. Jenny led GGV's investment into Zuoyebang in 2016. She shared what made Zuoyebang stood out among all the photo search apps that were out there, and what keeps Zuoyebang competitive as Covid-19 pushed a lot of new capital flowing into the market. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
2020 is a defining year for many of us. This is a year when 85% of the countries in the world mandated school closure, leaving 1.5 billion students out of school. A year when valuation of EdTech companies are at record high with new money continuously flowing into it. For the EdTech founders, it is the opportunity of a lifetime, also an ultimate stress test for their companies. As a global fund with a handful of EdTech portfolios across the world, we created this special series for EdTech founders to share their stories. Also included in this series is a chat with GGV Partner Jenny Lee on why she first decided to go into EdTech back in 2013 despite all the skepticism, key things she looks for, and what excites her most about the future of learning. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
Today on the show, we have Peter De Caluwe, the Executive Chairman and CEO of Thunes. Thunes is a B2B cross-border payments network for emerging markets. It provides transfer of funds between payment systems, including mobile wallet providers, money transfer operators and banks, in more than 100 countries and 60 currencies. We recorded this interview a while back, the company recently announced its $60 million Series B, which GGV Capital also participated as an existing investor. With more than 25 years of experience in FinTech, Peter is a specialist in electronic payments, e-commerce, credit cards in emerging markets. He was previously the CEO of Ogone, Naspers Payments and PayU. Having graduated with a Bachelor's in Marketing from Group T Leuven, a Belgium-based college, he has risen through the ranks to become a serial entrepreneur and investor. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/engage
Interviewed by Hans Tung and Madhu Yalamarthi. On today's episode, we have Siddharth Shah, co-founder and CEO of PharmEasy, India's largest digital health platform. Start with a vision to make health care accessible and affordable to all farmers who supplies medicines to more than 1000 cities and towns in India. The company recently proposed a merger deal with its rival MedLife, creating now India's newest unicorn. Siddharth is focused on bringing radical reforms in the healthcare industry with the help of digital technologies. A graduated from DJ Sanghavi College in Mumbai in computer engineering, and he is an alumnus of the Indian Institute of Management Ahmedabad. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/engage
This episode is co-hosted by GGV Colleague Dimitra Taslim. It was recorded a while back, so we also caught up with Hendra for an covid update in the second part of the podcast. Today on the show we have Hendra Kwik, Co-founder and CEO of Payfazz, a fintech platform that aims to build a network of distributed banking agents to enable a fully-digital mobile banking & payment solution for 440 million unbanked in Southeast Asia. Their network of agents acts as an intermediary between unbanked users and financial institutions and has served around 10 million people since its founding. The company, which has raised a total $21.3 million in funding, is the first Indonesian company to make it into the Y Combinator, a seed accelerator in the U.S. Prior to starting Payfazz, Hendra worked for Schlumberger as a Wireline Field Engineer in Brazil for two years. He also spent 3 months traveling across the region to learn about the startup ecosystem across Latin America. He holds a bachelor degree of Chemical Engineering from Bandung Institute of Technology. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
Today's episode is a recording of a founders' dinner we hosted in Jakarta last year. In a short Q&A part of the night, Hans answered a wide range of questions, including absolutes, trade-offs, the power of the mass market, patterns recognition across markets, and more. The dinner was hosted by GGV colleague Dimitra Taslim. Enjoy! For the full transcript of the show, go tonextbn.ggvc.com Join our listeners' community, go tonextbn.ggvc.com/community
If you have followed our show close enough, you probably know that we have a thesis around backing startups that help small retailers to do better. Better supply chains, operation efficiency, payment infrastructures, bookkeeping, etc. This was reflected through the episodes we did with Udaan from India, Telio from Vietnam, and Shihuituan from China. On today's episode, you will hear a conversation we had with one of the startups that are doing this in Indonesia. The first half of the show was recorded in September last year. But we also caught up with the founder a few weeks earlier on how COVID has changed how he saw the business, enjoy! The guest for today is Agung Bezharie Hadinego, Co-Founder and CEO at Warung Pintar. The name literally means smart kiosk in Indonesian. It is a micro-retail tech startup aimed to digitalize the street vendors in Indonesia. Launched in January 2018, it currently empowers 32,000 warungs in Jakarta and Banyuwangi, whose income has increased by 41% since adopting the system. Agung started Warung Pintar as a special project when he was an investment analyst in a VC firm called East Ventures. He holds a bachelor degree in Intermedia and an MBA from Bandung Institute of Technology. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
Today's episode originally aired on our previous guest Garry Tan's YouTube Channel. Garry turned the table and interviewed Hans on being a global investor in this day and age, what great founders have in common, and 1 thing he wants to tell his younger self. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to nextbn.ggvc.com/community
This episode is co-hosted by GGV Colleague Dimitra Taslim. It was recorded a while back, so we also caught up with George and Gaery for an covid update in the second part of the podcast. In this episode, we have George Hendrata and Gaery Undarsa from Tiket.com. Tiket.com is the fastest growing Online Travel Agency platform in Indonesia. The site offers travel and entertainment related products, including flight tickets, hotel booking, train tickets, car renting and events services. Since August 2011, Tiket.com has become the top agent for Indonesian Airlines and an online partner of Indonesian Railways Company. In 2017, Tiket was acquired by Blibli, an ecommerce site backed by Indonesia's conglomerate Djarum. George Hendrata is the CEO of Tiket.com. Prior to joining Tiket.com, he was a business development director at Djarum and chairman of BMJ, one of the world's largest specialty paper companies. George has a Bachelor degree from Columbia University and an MBA from the Harvard Business School. Gaery Undarsa is a Co-Founder of Tiket.com. He is currently operating as the Chief Marketing Officer. Before founding Tiket.com, He worked at IBM Canada as an IT Analyst & Developer for 4 years. He graduated from Simon Fraser University in Vancouver, Canada with a dual degree in Computing Science and Business. For the full transcript of the show, go to nextbn.ggvc.com Join our listeners' community, go to https://nextbn.ggvc.com/engage/
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Comments (5)

Lorri Antus

wow! great inspiration!

Apr 23rd
Reply (1)

Will

No doubt the episode of Doris Ke is the funniest ever!

Feb 21st
Reply

CJ

I’m listening to the Dianping episode and Hans needs to stop cutting off Tao when he speaks. I’m more interested in Taos insight, and would prefer to hear him finish his thoughts.

Apr 20th
Reply

Ivan Felipe Pineda

it's like this podcast was made for me

Apr 19th
Reply
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