The best consumer companies are not sold, they are loved. Users pull them in.

consumer-techproductPodcast interviews, 2021

The next billion internet users will come online on cheap phones, and they will not use apps the way Silicon Valley expects.

emerging-marketsnext-billionPublic interviews, 2019

Our job does not end when the check clears. That is when the real work with a founder starts.

foundersvalue-addPublic interviews, 2021

What works in China often shows up in the US a few years later, and the other way around too.

china-uscross-borderPodcast interviews, 2020

A lot of the biggest apps looked like toys or fads when we first funded them.

contrarianinvesting-stylePublic interviews, 2022