The one podcast for everything about investing in China, co-hosted by Danchun and Xinhao.
From venture capital to the public markets, we’re here to share insider perspectives and explore next-gen opportunities.
We talk to the brightest investors and most visionary founders, sharing exclusive insights for global GPs and LPs.
Let’s tell a better story of investing in China!
From TikTok to AI Agents: AI-Enabled Consumer Ventures with Stella Zhou
Host Alex Lieberman interviews Stella Zhou, Founding Partner at INCE Capital, about AI-enabled consumer ventures in China, from TikTok's origins to the future of AI agents.
25 Aug 2025
China+1 and Long-Term Asia Plays with Xinyue Hou
Host [Host Name] interviews Xinyue Hou, Lead Portfolio Manager at Bellecapital, about navigating China's investment landscape and identifying growth opportunities beyond the "uninvestible" myth.
21 Aug 2025
The Global Robotics Race - Innovation and Investment Across the US, China and Europe
Host Karthee Madasamy interviews Wei Cao, Arne Tonning, and Klea Wenger about global robotics innovation, investment trends, and the industry's breakout potential.
15 Aug 2025
Cross‑Border Healthcare Buyouts and Asia’s Hidden Engines with James Zhao
Host [Host Name] interviews James Zhao, Founder and Managing Partner of LYFE Capital, exploring transpacific healthcare buyouts and Asia's manufacturing prowess in biotech and medtech.
Hao Yu, Founder and CIO, discusses China's economic shift toward sustainable development and how it creates opportunities for long/short alpha strategies in public equities, in an interview.
14 Jul 2025
China’s HardTech Evolution & Entrepreneurship with Dr. Lei Yang
Dr. Lei Yang discusses China's HardTech evolution, the mindset of founders, and the importance of product-market fit in this interview with the host, offering insights into deep tech, AI, and global innovation.
7 Jul 2025
Value in Volatility | China Public Markets: Value Investing and AI Surges with Xin Wu
Xin Wu, Founder and CEO of Banyan Partners, examines value investing strategies within China's public markets, focusing on identifying long and short positions amidst tech surges and global investor sentiment in this interview.
27 Jun 2025
Pulse of Alpha | Policy Shifts, AI, and the Long/Short Game with Ryan Yin
Ryan Yin, founder of Aspoon Capital, discusses China's investment landscape, including policy shifts, AI opportunities, and geopolitical concerns, emphasizing alpha-driven strategies in this interview.
6 May 2025
Old Friendships, New Frontiers | Manus AI, AI Agents & China Tech with Patrick Kavanagh
What does it take to back China’s next generation of global tech founders?
Patrick Kavanagh—operator, investor, and founder of Old Friendship Capital—shares his journey from Robinhood to investing in China’s most ambitious startups.
Patrick breaks down the opportunities, challenges, and strategies for navigating China’s fast-changing VC landscape.
Key Points:
Insider stories behind Manus AI - the Chinese AI agent startup recently backed by Benchmark
Why Patrick is bullish on Chinese founders building for global markets, especially in AI and hardware
The importance of cross-cultural insight and on-the-ground research for foreign investors
How volatility in US-China relations can create unique investment opportunities
Advice for foreign investors who plan to allocate in China venture capital
15 Apr 2025
Funding the Future | Navigating China's EV Success & AI Acceleration with Murong Yang
🚀 From Li Auto to AGI: What’s Next for China’s Innovation Wave?
Future Capital backed Li Auto pre-product. It’s now a $30B company.It also invested in MiniMax—8 months before ChatGPT launched.
These were more than bets—they were signals of where the future is headed.
🔋 1. The EV Revolution: From Hardware to Embodied AI
Three phases have already unfolded:
Phase 1: Electrification → solid-state batteries, perovskite
Phase 2: Automation → lidar, autonomous driving
Next: AI-native vehicles
The battleground has shifted. It’s no longer hardware—it’s intelligence.
🧠 2. China's “Six Tigers” (LLMs) & the Post-DeepSeek Landscape
Baichuan pivoted to verticals like healthcare
01.AI’s model team got absorbed into Alibaba
The rest? Still in the AGI race—but compute + capital are massive bottlenecks
Then there’s MiniMax
Only 2–3 LLMs will survive. The rest? They’ll evolve into specialized agents.
🌏 3. From ‘China for China’ to ‘China for the World’
This is a new wave of builders—born local, building global.
30 Mar 2025
Intelligent Movement | Robotics and Physical AI with Marko Bjelonic
In this captivating episode, we sit down with Marko Bjelonic, CEO & Co-Founder of RIVR (formerly Swiss-Mile), whose groundbreaking wheeled-quadruped robots are transforming last-mile delivery.
From his early days as a PhD researcher at ETH Zurich to securing backing from Jeff Bezos and establishing partnerships with Chinese robotics companies, Marko shares his journey of building a global robotics company from Switzerland. We explore how his immigrant background shaped his entrepreneurial vision, the technological innovations behind RIVR's robots, and how the company navigates the complex dynamics between Western and Chinese robotics ecosystems.
Key Topics:
From PhD Project to Jeff Bezos Backing: How a Swiss startup captured the attention of the world's top investors
Robots with the Best of Both Worlds: The engineering breakthrough of combining wheels and legs in quadruped robots
East Meets West: Navigating the diplomatic dance of Chinese partnerships while maintaining global ambitions
The Switzerland of Robotics: Leveraging European neutrality to build bridges in an increasingly divided tech world
Beyond the Last Mile: RIVR's vision for advancing physical AI across industries and continents
7 Mar 2025
From Factory to Future | China's Supply Chain + Cross-border Tech with Ian Goh
🚀 How Lalamove ("Uber for Truck") Became a $10B Logistics Powerhouse While Uber Struggled in China
🚀 How Chinese Companies Are Expanding Overseas and Becoming Global Leaders.
🚀 Why Betting on SEA & India As The "Next China" Might Be Missing the Bigger Picture
We had an incredible conversation with Ian Goh, Managing Partner at 01VC, diving into the reality of venture investing in China and Southeast Asia, global expansion, and supply chain investment landscape.
Here’s what we covered:
🚛 Lalamove’s $10B Playbook: We break down how Lalamove scaled across 350+ cities in China while Uber struggled and failed. The secret sauce of Lalamove’s success and practical tips for companies expanding into China.
🌏 China’s "Go Global" Playbook (出海 Chuhai): From robotics to digital solutions, we explore how Chinese companies are expanding overseas and becoming global leaders.
💰Why SEA & India Are NOT the "Next China"
🔍 A Chinese Investor’s Take on Europe’s Push for Supply Chain Transparency and Traceability
20 Feb 2025
The Deep Shock | DeepSeek, Robotics, and China VC going Global with Harry Wang
In this explosive episode, we dive deep into the DeepSeek phenomenon with Linear Capital's Harry Wang, exploring how this Chinese AI startup shook the global tech landscape. From DeepSeek's unconventional founding story to its groundbreaking R1, we unpack why the market initially missed this AI dark horse and what it means for the future of global artificial intelligence. The conversation expands beyond DeepSeek to examine China's evolving AI and robotics landscape.
Key Topics:
The Deepseek R1 Model: Why it’s a game-changer in AI and how it’s impacting the global market and AI hardware landscape, including Huawei’s role.
China’s VC Response: Why no major Chinese investors backed Deepseek and what this means for the venture ecosystem.
Linear Capital’s AI Investment Shift: How Linear is adapting its thesis to focus on consumer AI applications and robotics.
Chinese VC Internationalization: Linear Capital’s European expansion and the opportunities and challenges of going global.
7 Feb 2025
"X = Alpha" | China's Consumer Investing with Boyu Hu
In our second episode, we sit down with Boyu Hu, founder of XVC. Boyu shares his unique investment philosophy, emphasizing independent thinking and emotionless decision-making, and spotting unconventional opportunities in China’s rapidly evolving consumer market.
Key Topics Include:
The secret behind XVC’s No.1 global performance (2019 vintage)
Outlook on China’s consumer market and why China VC still have alpha potentials
The “objective” and “emotionless” mindset of successful founders like Yiming Zhang (ByteDance) & Xing Wang (Meituan)
How Dyson’s pricing strategy paved the way for Chinese startups Laifei to generate $500M in revenue in just four years
The bold bet on Changee, a milk tea startup that defied the odds to become a unicorn from one of China’s poorest regions
Join us for an in-depth analysis of how independent thinking and emotionless decision-making can unlock extraordinary value in China's consumer market.
28 Jan 2025
"The Soul Power" | China EV, AI and tech across boarder with Herry Han
In our first episode, we sit down with Herry Han, founding partner of Soul Capital and a seasoned veteran in China’s VC scene. Herry takes us through his remarkable 20-year journey in VC, sharing his investment philosophy in electric vehicles (EVs) and artificial intelligence (AI), as well as his bold vision for the future of Chinese tech.
Key topics include:
How the Chinese government is driving innovation in AI
What it takes to succeed as an AI founder in China
How fierce competition in EVs unlocks breakthroughs in other tech fields
What lies ahead for Chinese tech companies
Join us for an insightful conversation about how technology and culture shape the world, and why Herry believes the ultimate goal is a global handshake of humanity.
25 Jan 2025
Trailer: Inside Out
The one podcast for everything about Venture Capital in China, co-hosted by Danchun and Wuhao.
We talk to the brightest investors and most visionary founders in the VC space, sharing exclusive insights for global GPs and LPs.
Let’s tell a better China venture story!
Who has been a guest on Inside Out | Tell a better China VC story
Names identified in recent episode analyses. Showing up to five guests.
Stella Zhou
Xinyue Hou
Wei Cao
Arne Tonning
Klea Wenger
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Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
8 ratings
Podcast Authority Score: 31 / 100
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