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

consumer-techproduct— Podcast interviews, 2021
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The next billion internet users will come online on cheap phones, and they will not use apps the way Silicon Valley expects.

emerging-marketsnext-billion— Public interviews, 2019
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Our job does not end when the check clears. That is when the real work with a founder starts.

foundersvalue-add— Public interviews, 2021
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What works in China often shows up in the US a few years later, and the other way around too.

china-uscross-border— Podcast interviews, 2020
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A lot of the biggest apps looked like toys or fads when we first funded them.

contrarianinvesting-style— Public interviews, 2022