Jianggan Li

speaker

871 appearances 4 recordings 1 series first heard Sep 2025 last heard 6 Sep

Jianggan Li’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

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BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English) · Jianggan Li: China vs. USA Tactical Pause, Moves vs. Countermoves & Rare Earths Leverage – E647 · 26 Nov 2025 podcast

And and lots of people actually find data to justify that narrative.

So but quite often, um this year we have um I mean, me and my colleagues, we have been on thirteen trips to China, and uh to different provinces.

We we've been to the factory

factory floors, we've been to the warehouses.

And a lot of the a lot of the macro data that you read from outside become sort of more meaningful when you start to talking talking to people.

Not not the big executives, right?

I mean, not only the big executives, but you you go to the factory floor, you talk to the packers there and you they they tell you, I mean, how they feel about life and how much they earn and what's the aspirations and stuff.

Then it becomes um then a lot of the things um

you realize how different it is, right?

I recently went to uh a few warehouses in in in Guangdong province and o operated by some of the large e commerce players.

And one thing which surprised me and which I said you guys should tell the the world more about this is that their warehouses are air conditioned.

And they were saying that uh I mean you you obviously pay millions in electricity bill every month and and what's the point of this?

And uh they said, Oh initially because we're selling to the West so

wan wanna show the world that we we're not sweatshops.

We treat our workers nicely.

But somehow people still don't believe it because they don't come here and see.

And uh I think many sort of analysts that probably never been to a work workshop or or warehouse in summer to see what a sweatshop actually looks like and uh and what a difference that the air conditioning in a workshop actually makes.

And then you start talk talking to the workers.

Then they tell you that we earn about is that one

thousand two hundred dollars a month and I'm saving this much, that's how much I spend.

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