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For as long as there’s been consumer tech to talk about, we’ve framed it as a winner-takes-all battle between the U.S. and China. But is that really fair?
Many argue it’s not. One of those many is Connie Chan, general partner at famed VC firm Andreessen Horowitz and this week’s guest on Business Casual. Chan is an expert in the relationship between China and Silicon Valley, and she’s spilling Sand Hill secrets.
Her biggest bet is on the video-centric future of consumer tech and e-commerce. Because nothing sells goods and services or breeds engagement like watching good video. But who’s positioned to win in a social commerce economy?
In the episode, Chan answers that question and so many more, including what TikTok’s uncertain future might look like, plus…

Why super apps that can do it all (like WeChat in China) are becoming the rage

What both social commerce and super apps mean for regulation, innovation, competition, and integration

And when and how we choose convenience over perceived morals

As Chan sees it, whatever happens in consumer tech in China will make its way to the U.S. in about 3–5 years. The best way to be 3–5 years ahead of the curve? Listen to this episode.
+ Keep in mind: In our next episode, we’re talking about the possible TikTok ban and what it means for creators. Subscribe wherever you’re reading this so you don’t miss it.