Lillian Li @lillianmli
Private companies @BaillieGifford. Cartographer at Chinese Characteristics. Opinions and memes are my own. lillianli.substack.com China Joined October 2010-
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Followers34K
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Everything is never as good or as bad as a tweet thread make it out to be
I’m in Singapore for the next two weeks, who should I meet for investors / founders? And (more) importantly, where should I eat? Also up for live tweeting my trip if of interest!
China all about stimulating consumption-led growth and US all about supply side economics. 2023, what a time to be alive.
Based on the early stage startups I’m seeing, China tech scene seems to lag behind copying the trend of west coast by about 3 months
Yesterday, Shanghai Hongqiao Airport.😃😃😃
My inner contrarian has something to say, you should hear me out. lillianli.substack.com/p/a-future-his…
Shanghai tube station started displaying AI art generated
Chinese stock investors in 2015: reading buffet and munger because the issue is fundamentals Chinese stock investors in 2020: reading economics because the issue is macro Chinese stock investors in 2022: reading history because nothing makes sense anymore
And we're back *Mic drop* lillianli.substack.com/p/the-mental-m…
Behold my box of snacks for the flight back to China.
Facebook advertising on TikTok, we have come full circle.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Rui Ma 马睿 @ruima
60K Followers 682 Following Building generative AI solutions at @alphawatchAI. Also I help edit @techbuzzchina. Views personal. Ask me anything
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Zichen Wang @ZichenWanghere
31K Followers 5K Following He/Him. Views PERSONAL. Newsletter @pekingnology on Substack ↓ now part of NON-GOVT @CCG_org. @xhnews Xinhua alum. "过一天，是一天。"
Maitreya Bhakal @MaitreyaBhakal
44K Followers 1K Following The opposite side of the West is the right side of history. / Occasionally writing for @RT_com @CGTNOfficial @ChinaDaily @GlobalTimesNews in spare time
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 22,900+ subscribers)
Jerry's China @Jerry_grey2002
85K Followers 16K Following Everything Western media says is sinister or evil about China, when researched is found to be quite reasonable. Do the research youtube: Jerry's Take on China
Corry Wang @corry_wang
24K Followers 251 Following Strategy @ Google | Formerly tech equity research @ Bernstein Research. All opinions expressed are my own, and do not represent Google's
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
DaRazor @akramsrazor
17K Followers 603 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Marcelo P. Lima @MarceloPLima
21K Followers 3K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
Sleepwell🛌 @SleepwellCap
22K Followers 612 Following Looking for investments to sleep well. Mostly Music, Tech, Financials & Luxury. Musician and engineer. Opinions my own, please see disclaimers on Substack.
Guy Spier 🇮🇱 �.. @GSpier
64K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating
Temür @realsteelmuslim
14K Followers 2K Following Union member. Hui Muslim. Contact me at [email protected]
Inter Arma Enim Silen.. @Mont_Jiang
9K Followers 742 Following Escape From Plan A Podcast https://t.co/didaE2yXRn
J @J1017491158425J
11 Followers 69 Following
j24mdy4clebog0ot @lhikemsx2ajso6
8 Followers 533 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Zhang Zhengyang @ZhangZhengyang2
35 Followers 452 Following
Moatiful @moatiful
28 Followers 181 Following Not investment advice. See https://t.co/79u9hhqRN5 for important disclosures.
Holy Financier @KLinvests
54 Followers 352 Following
Arun Raina @arunraina121
1K Followers 3K Following Product Lead @Nojoto • IIM Calcutta • Ex @nearbuy @internshala • Building Stealth Startup • Talks about Product, Analytics & Startup’s. It's Always Day 1 🫵
Harsha Sachdev @HarshaSachdev98
345 Followers 172 Following Learning @ VC | B2B - FinTech, HealthTech, and Sustainability | i write random things
Pritam Bhowal @PritamBhowal
102 Followers 383 Following
Pablo Velasco @Pablo_Velasco_
606 Followers 4K Following
fool888 @96f443fb06014da
0 Followers 1 Following
Dornaden @LoLDornaden
57 Followers 504 Following
hai dafu @HDafu38368
0 Followers 589 Following
Shyam Arvadia @shyamfoxface
166 Followers 377 Following Tech MBA @nyuniversity | Prev @Edgefoodsco & @Starta_VC
UpDownUp @UpDnUpInvest
127 Followers 348 Following I’m a M-F’n Starboy. Definitely not financial advice, nor would you want it to be. I don’t read DMs
GB @GDB13213
88 Followers 397 Following
lcprk_ @lcprk_
10 Followers 224 Following
Tony Wu @wty60215
61 Followers 101 Following
Alexa Olesen @ael_o
32K Followers 7K Following China-focused researcher & consultant. [email protected] China Leaks & Panama Papers for ICIJ. Ex-AP China. Former Chicago Resident
火弩 @hellolijia
15 Followers 87 Following
uxiu.me @uxiume
2 Followers 153 Following
tylerchowen @tylerchowen
115 Followers 906 Following 📊 TylerChowen | Navigating the intersection of finance & innovation. Economics enthusiast, market observer, and contrarian thinker. 📍Location: Global Markets
Witt @on187j3x1
53 Followers 136 Following
Rocky Thompson 💱 @rocky__thompson
64 Followers 0 Following
Jin MingYan @jmy_1981
0 Followers 91 Following
Financially Free to S.. @FinanciallySki
165 Followers 240 Following -Financial & Time Freedom -I ski sometimes…..okay, maybe a lot -Building my dream life -And helping you build yours -*Not financial advice
J·E·R·E·L @ijerelwiegand
257 Followers 1K Following
Rohan Uddin @admiralbohan
510 Followers 4K Following Building @MortimusOrg w/ @rehmcap | Always freewheeling, never boring | Essays at https://t.co/bmfBlhK0Ak
theodore lau @shanghaidito
61 Followers 247 Following
StockWatcher33 @StockWatcher33
95 Followers 62 Following Stocks & Funds | Long-Term Investing | I love writing threads about finance
Tyler Faught @faught_tyler
223 Followers 3K Following
babo @papoix
147 Followers 507 Following
superslooth @superslooth2
218 Followers 2K Following
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Zichen Wang @ZichenWanghere
31K Followers 5K Following He/Him. Views PERSONAL. Newsletter @pekingnology on Substack ↓ now part of NON-GOVT @CCG_org. @xhnews Xinhua alum. "过一天，是一天。"
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 22,900+ subscribers)
Corry Wang @corry_wang
24K Followers 251 Following Strategy @ Google | Formerly tech equity research @ Bernstein Research. All opinions expressed are my own, and do not represent Google's
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Liqian Ren @liqian_ren
14K Followers 991 Following Director of Modern Alpha @WisdomTreeFunds Host of China of Tomorrow, co-host Behind the Markets https://t.co/Nb1RJm9LLk https://t.co/ckJ26l2oBm
Kendra Schaefer 凯�.. @kendraschaefer
18K Followers 927 Following Partner, Tech @triviumchina / Chinese data and tech policy / social credit system / In China For Noodles since 2002. Read what I write: https://t.co/jVwiYUpB1X
Kate O'Keeffe @Kate_OKeeffe
20K Followers 4K Following Reporter at Bloomberg covering U.S.-China tech & national security; ex WSJ U.S.-China and casino beats; ex HK/Macau, Singapore, NYC, Paris
Dalius - Special Situ.. @InvestSpecial
24K Followers 217 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Beff Jezos — e/acc .. @BasedBeffJezos
101K Followers 2K Following chief accelerator & founder @ e/acc // thermodynamic priest // Kardashev gradient climber // memetic warlord // building @extropic_ai
Andy Weissman @aweissman
43K Followers 2K Following USV | real names be proof | maybe so and maybe not
adam wolfe @adamkwolfe
11K Followers 838 Following Emerging Markets Economist at Absolute Strategy Research. Views are my own.
Jake Orthwein @JakeOrthwein
7K Followers 2K Following Progress & stagnation; meaning & meditation | 📺 Video essays @ Frame Problems | 📨 https://t.co/2jXaDWlT8g | fmr: Director of Media @psych_of_tech
Helen Toner @hlntnr
21K Followers 1K Following Interests: China+ML, natsec+tech, brains+words+absurdity | Current: @CSETGeorgetown (opinions my own) | Former: @open_phil
small worlds @smllwrlds
10K Followers 2K Following In 2023, I created a tiny sci-fi story every day. In 2024, who knows?
Everett Randle @EverettRandle
14K Followers 1K Following Partner @kleinerperkins - prev: @foundersfund, @bondcap - https://t.co/YB6CY75Ca4, https://t.co/rAEQObdft4
Aswath Damodaran @AswathDamodaran
392K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Alf @MacroAlf
423K Followers 246 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Theo Golden, CFA @TFGolden
934 Followers 2K Following Investment Analyst @BaillieGifford. Ex-finance journo @businessinsider/@business/@Mergermarket.RTs/Tweets≠endorse. Views own, not financial advice.
James Anderson @morayplace
110 Followers 538 Following
Yicai 第一财经 @yicaichina
232K Followers 2K Following English-language version of Shanghai-based business and financial media outlet Yicai. 中国财经全媒体第一财经英文品牌一财全球的官方账号
Sharing Travel @TripInChina
78K Followers 229 Following @mychinatrip Travelers from China. Share what I see. Photography, drones, football, self-driving travel in China over 100,000 km. Living in Lishui, Zhejiang.
Tweets from Zach Wein.. @zachweinberg
59K Followers 349 Following I do healthcare & tech stuff. Founder of https://t.co/uJTXjZVNJt, Flatiron Health (acq @Roche~$2b) & Invite Media (acq @Google~$81m). Invest @ https://t.co/2D00yW2Be4
Santa Fe Institute @sfiscience
64K Followers 1K Following The premier research center for #complexsystems #science. @complexexplorer @sfipress #ComplexityPodcast https://t.co/0m7JBoR6VG
jonny sun @jonnysun
517K Followers 3K Following tv writer (bojack horseman; mrs. davis) & nyt best selling author (goodbye, again; gmorning gnight; everyones a aliebn). (he/him)
Nick @nickcammarata
60K Followers 732 Following interested in neural network interpretability and meditation
Middle Earther @Silmarillion88
1K Followers 981 Following
ruanyf @ruanyf
171K Followers 379 Following Stay Focused, Keep Shipping. Build Early, Build Always. Improve yourself, Write solid/simple/stupid code.
Balaji @balajis
1.0M Followers 4K Following Immutable money, infinite frontier, eternal life. #Bitcoin
Dan Luu @danluu
45K Followers 45 Following Active on https://t.co/WG71NrsDQk; also trying out https://t.co/DBk2OnBVL1. No longer read replies or notifications here now that tweetdeck is gated.
Paul Enright @pmje73
13K Followers 148 Following
Tienson Qin @tiensonqin
4K Followers 1K Following Co-Founder of @logseq, building a better environment for learning and collaboration.
Liminal Spaces @SpaceLiminalBot
1.3M Followers 1 Following Trip on the verge of reality || if you want any content removed, please dm @artumouza || OP sources on @LiminalLinks
Aesthetic Sharer ZHR @CGdrawing
392K Followers 3K Following More☞ Twitter：https://t.co/pnRGX6Bdwu Instagram：https://t.co/YyIcdDLiec Tumblr： https://t.co/QO3uhVIXhV
Branko Milanovic @BrankoMilan
161K Followers 1K Following 1) Income inequality; 2) Politics; 3) History; 4) Soccer. Author of "Global inequality" and "Capitalism, Alone" (2019). Stone Center, CUNY; LSE, London
Mrs C 🌈 @captain_mrs
4K Followers 199 Following asymptotically, non-monotonically approaching living a good life in harmony with with the world and everyone else | the spark joy cat 🧣
Archillect @archillect
2.9M Followers 1 Following The ocular engine. Sources: @archillinks https://t.co/U7Oh7xumQp
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Hao Chen @haoel
131K Followers 1K Following MegaEase Inc. Founder | Computer Science | Cloud Native | Software Architect | Blogger | Consultant | Lifelong Learner | Critical Thinking｜芝兰生于深谷，不以无人而不芳
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46K Followers 1K Following ☕️分享生活 🧘♂️𝗥𝗲𝗮𝗹 𝗮𝗿𝘁𝗶𝘀𝘁𝘀 𝘀𝗵𝗶𝗽. Founder of @MDStudioHQ ✍️https://t.co/i5KR6xW5GZ
CN Wire @Sino_Market
87K Followers 785 Following FICC investor, researcher, energy observer. Covering China's business and market.
Poorly Aged Things @PoorlyAgedStuff
1.1M Followers 248 Following showcasing poorly-aged things. shill sometimes but no ads. retweets ≠ poorly aged. header: @NipChipCookies icon: @dreamywolfdd
Sunchartist @sunchartist
33K Followers 984 Following Love - Macro & technical analysis, geopolitics, travel, foodie. Once upon a time wrote a Blog Gordian Knot
Andrew Batson @andrewbatson
11K Followers 523 Following China research director for Gavekal Dragonomics. Aspiring blogger. Former Wall Street Journal. Places I've lived: Louisiana, Beijing, Pacific Northwest.
Taisu Zhang @ZhangTaisu
49K Followers 400 Following Professor @YaleLawSch and @yale_history, comparative historian, legal theorist, occasional commentator on China-related stuff.
Bill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
I fell sick after the Taylor Swift concert (61k people!) last week, lost my sense of taste two days ago, and am currently at 10% taste. Eating onions are currently very interesting.
Thinking about life, at the end of my grandmother’s: in the end, so much of everything boils down to who you let into your life.
In the new year, I'm idly thinking about starting a small, private gathering of serious operators in Singapore. I already have a small network of really good operators that I tap (they do as well), but I'm wondering if it's worth the effort to build something a little larger.
Well, this was a pleasant surprise. Thanks @FoundersPodcast — I did NOT see that coming. I was about to go to sleep, and then I shot right back up. Made my day!
My big takeaway is “the more traditional the wedding ceremony, the more opportunity there is to offend someone.”
@ejames_c @LibertyRPF Waiting for a blog post with a title of Learnings from the wedding process :)
yo how many Altmans are there, this is some pompliano shit
It’s been amazing to watch everybody realize what I’ve known my entire life — that @sama is one of the few people in the world who can lead an entire new industry while supporting everyone around him along the way.
Incredible history of all the Chinese dynasties through iconic "Simpsons" quotes 😂
I’m increasing prices for @commoncog memberships at the start of next month. Existing members will continue to pay what they’re currently paying. If you’d like to lock in membership at current prices, you’ll probably want to sign up before the 1st of August!
people forget that Einstein quit fundamental physics for a few years to try and get rich off of refrigerators
I've got some big news! 📰 I took the job of Head of Infinite Media at O'Shaughnessy Ventures! (@osventuresllc) 💡 Very very happy to be working with @jposhaughnessy and the great team he has assembled! 💚 🥃 More details in this: libertyrpf.com/p/head-of-infi…
Voldemort Capital: there is no good and evil, only product-market fit and those too weak to seek it
It’s good to be back in Vietnam, lots of memories here. And by memories I mostly mean food 😉
meant to write an essay today but got distracted by twitter lol and now its bedtime so maybe i'll blurt out a thread about what the essay was going to be. twas intended for friends who feel kinda trapped by the moderate success of some creative project(s)
(Puts on David Attenborough voice): Here we see a flock of VCs, in their natural habitat, chasing the latest hot thing in AI …
@LibertyRPF @lillianmli Oh I have so many plans to make her fat, just you wait and see! 😂🍰🥮🍜🍛🍚
@lillianmli ahh so sorry to miss you, i’m a huge fan. please meet @visakanv and @ejames_c and record a convo so i can listen in! as for founders, idk if this is up your alley but @kiwicopple and @AntWilson from Supabase are exceptional
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