Web Summit's Casey Lau on Why China is Moving Faster Than Anyone Realizes

What this episode covers

Guest: Casey Lau, EVP at Web Summit and Co-founder of Startups HK Casey Lau has spent close to 30 years in Hong Kong building community at the intersection of startups, tech, and global innovation. As EVP at Web Summit — which runs flagship events in Lisbon, Vancouver, Rio de Janeiro, and Doha — he has a rare vantage point on tech ecosystems around the world. He is also co-founder of Startups HK, a pillar of the startup community in Hong Kong and the Greater Bay Area. In this episode Casey joins Renee and Chris fresh from a month-long tech tour across five Chinese cities — Shenzhen, Chongqing, Hangzhou, Beijing, and Shanghai — his first time back on the mainland since before the pandemic. What we cover: Casey's global view from Web Summit — why the only race that really matters right now is US versus China, and why Europe is watching from the sidelines What shocked Casey most about returning to China in 2026 — from frictionless payments to the sheer pace of change on the ground Inside the Geely/Zeekr factory — a dark factory the size of a city block with 1,000 people doing last-mile work while robots assemble cars that were ordered online just days earlier China's generative video AI scene — why MiniMax, Seedance, Kling, and Alibaba's Happy Horse are the models people aren't talking about enough in the West Pop Mart Land in Beijing — why Casey thinks Labubu has barely scratched the surface globally, and what a full-scale Pop Mart theme park looks like in practice The F&B wave coming West — Heytea, Mixue, Luckin, and why Luckin buying Blue Bottle could spell real trouble for Starbucks Why China is forward-looking and the West is backward-looking — and what that means for the pace of innovation and adoption Chinamaxxing — why everyone at Web Summit Lisbon wanted to talk about China, and what the cultural shift toward Chinese brands, food, and culture means for global commerce The one through line across every category Casey visited: speed of iteration that no one else in the world can match

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