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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.
Appearances
Is um
This is the interesting question.
I think lots of people are uh are are starting to feel, right?
I mean, if you you look at sector by sector, you have uh lots of Chinese companies, I mean companies coming out and uh and quite often initially you would say that oh uh they are basically offering cheap products, uh subsidized by the state.
Then you see very quickly their products evolve, right?
I mean if you look at um consumer products from say Xiaomi or whoever, right?
Right.
So so if you give the like one year of timeline, I mean the new products that come in are very different from the ye uh products that you see a year ago.
And that cycle um becomes um becomes a threat to lots of incumbents.
They said, okay, obviously we have optimized our process, our supply chain to the extreme.
And when these guys are coming in with a different way of organizing their supply chain, with a different way of organizing the internal organization.
Organization so that they could iterate their products more quickly.
And how should we respond to that?
I I think this year we had a lot of people approaching us with this thesis, right?
Okay.
I I have Chinese companies in my sector and coming out two years ago.
They were shit.
And a year ago they started to become better, and then we still said that okay, is that sustainable?
But this year they're becoming as big as as good as uh our their products have become as good as our products, and uh even something.
they have more features and they are twenty percent cheaper.
Showing 521–540 of 871 · page 27 of 44
← Previous
Next →