The rise of technology in China feels inseparable from the dominance of the traditional big tech firms: Baidu, Alibaba and Tencent (or BAT for short). What were once the drivers of fortunes for Chinese investors, have more recently become the laggards in a struggling market. In this episode, we sought to discover whether these recent struggles are simply a barometer of the troubling macro outlook in China, or a more permanent de-rating for the former champions. Friend of the podcast Steven Luk joined us once more for a wide-ranging discussion on the current state of China tech, the advent of AI in China, regulation, super apps and much more.

00:00 - Episode Intro

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