RedNote: How TikTok's Ban Sparked an Unexpected Cultural Bridge

Will the party last? What about censorship? What's next for RedNote?

My favorite app has been everywhere in the news lately. I've spent the past few days talking about it. It started with Junjie Wang’s excellent Vogue Business piece, and then explaining RedNote for Canada Broadcasting Company (yes, for their TikTok and Reels, the irony isn't lost on me), sharing my 2 cents with BBC radio World Business Report about what this means for US legislation and Chinese companies going global, and discussing content moderation and transcending cultural differences with CNN's Eric Cheung and Will Ripley.

I went on Sinica to talk all things Red Note with Kaiser and David—such a fun podcast to record! I also recently recorded another fun podcast episode wih Art Dicker and we talked about crisis communication and TikTok Ban. Listen here.

Ok, let's break RedNote down from a few angles:

What is RedNote, and why does it matter?

RedNote was last valued at $17B, backed by Alibaba, Tencent, and Silicon Valley VCs like DST and Notable Capital (GGV). But calling it the "Instagram of China" or "C…