HAPPENINGS

Those in the Asian venture capital world remember Lip-Bu Tan of Walden International very well as a leader of investments in China tech, particularly semiconductors.

Pre-Intel and while he was running Walden and Cadence, I interviewed him many times about his deals and his firm's investment strategy.

It was a different era when US-China tech was collaborative, not the conflict it is today -- and I wrote about it then in two books, Silicon Dragon and Tech Titans of China.

Sand Hill Road investors played a big part in funding many of China biggest Internet successes, and profited.

US-China cross-border deals were open and active. The peak was 2018.

DC needs a reminder of how different that time period was before again attacking Tan for past dealings in China. (my view)

FYI, WSJ

He's due at the White House this Monday.

Ran into Joe Chen, founder of China's Facebook back in the Silicon Dragon internet days.

So much has changed in tech except my long-time contacts.

@Stanford's terrific AASF symposium.

Joe has a new gig at Moatable

(build a moat around your business)

High-impact Chinese digital entrepreneurs Huan Li and Clement Song at AAMASF,

a force behind China's edgy startups YY and Tudou.

Also caught up with Charles Wang, founder of tech startup Pingco.

If you don't know these names, read Silicon Dragon.

NEXT NYC TALKS

Geopolitics expert Isaac Stone Fish,

CEO of Strategy Risks

September 18, 4-6pm NYC

Register here


He's controversial and outspoken about the risks of doing business in China.

The Secret Sauce of SPACs


October 16, 4-6pm NYC


SPACs are back, why?

Learn from the master:

Steve Levine

Co-founder & CEO

Early Bird Capital


Sign Up Early!

A reminder of my bell-ringing moment at NYSE this May.

Notable Events

Family Office & Private Wealth Legacy Summit

August 26-27

Hamptons

Opal's Newport event for family offices was a blast!

More Info


Cyberport VC Forum

with Silicon Dragon programming

and moderating

Hong Kong

Nov 5-7

See cover of my latest book, a new edition completely revised and updated.

Yes, Innovation Is Under Pressure in the World's Most Ambitious Economy.

Coming soon, early 2026!

See Original 2019 edition and read it now to catch up

Tech Titans of China

David Chen

Co-founder

AngelVest

Replay July 30


Since relocating to the New York area after years in China, angel investor David Chen has charted a new path of what he calls conscious entrepreneurship. That's something Steve Jobs practiced too, combining mindfulness with business strategy.

Oh, and he's raising a new fund.

Next Ask A VC show

Pittsburgh


It's Not Just About

AI and Robotics!

Go Silicon Heartland!

Sorry about the Intel plant in Ohio


Catherine Mott

BlueTree Capital

August 13

4pm EDT


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Free for Circle members


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Live from Beijing!

Hybrid event


Impact of DeepSeek on AI

Close-Up on China Private Equity

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Summer Outings (so far)