Why Didi vs. Uber Is Now All About Mexico (Video)

I had a fascinating time in Mexico City investigating Didi Chuxing’s first launch of an international operation in ride-sharing. And they are going against one of Uber’s strongholds, a country where they have 7M riders and 250,000 drivers. Didi vs. Uber in Mexico is going to be a fascinating fight. This video is my take […]

How Star Wars Can Come Back and Win in China

Star Wars is officially the “New Coke of China”. Chinese consumers gave it a try. Actually, multiple tries. But they just don’t like it. This is the big take-away of the Last Jedi in China. First, Chinese consumers went to the Force Awakens, which made $52M its opening weekend. Then fewer went to the Rogue […]

5 Questions for Pedro Aidar of AB-Inbev About Beer in China (Video)

Pedro Aidar is the head of Craft and Specialty Beers for AB-Inbev in Asia Pacific North, including China. He has a tremendous vantage point into the changing beer and alcohol of market of China, in particular into the emergence of craft beers. I sat down with Pedro and asked him my standard five questions about […]

Artificial Intelligence Has 3 Big Technology Drivers – Chris Thomas, McKinsey & Co (Video)

This is the fourth in a series of video clips from a lecture by Christopher Thomas, the “go to” artificial intelligence guru at McKinsey & Co for China / Asia. This is from a class taught by myself and Jonathan Woetzel (also McKinsey & Co) at Peking University Guanghua School of Management. Video below and link […]

What AI Can and Can’t Do – Chris Thomas, McKinsey & Co (Video)

This is the third in a series of video clips from a lecture by Christopher Thomas, the “go to” artificial intelligence guru at McKinsey & Co for China / Asia. This is from a class taught by myself and Jonathan Woetzel (also McKinsey & Co) at Peking University Guanghua School of Management. Video below and link […]

Get Ready for Beijing, the +100M Person Mega-City

The population of the Beijing-Tianjin-Hebei cluster (also called “Jing-Jin-Ji”) will be +100M people. That’s pretty fascinating. My thoughts on where we are and what’s coming next. And a little look around Beijing. The video is below in two formats. The YouTube link is here. Thanks for watching. Cheers, jeff ——— I write and speak about the […]

Nobody Has Figured Out How to Optimize for Deep Learning – Chris Thomas, McKinsey & Co

Christopher Thomas is arguably the artificial intelligence guru of Asia. He leads McKinsey’s Semiconductor Practice in Asia and is also their global head for digital strategy. And prior to McKinsey, he was the general manager for Intel China. Plus, he’s a really good guy. Jonathan Woetzel (also McKinsey & Co) and I have been fortunate to […]

Why Mexico Is The New Frontline for Didi vs. Uber – and Mobike vs. Ofo (Pt 1 of 2)

I’m sitting in a café in Mexico City. It’s a nice cool day, which is usually the case given the high altitude. And I’m drinking really good coffee, having recently given up on giving up on coffee. I just had lunch with Chris Martin, the frantically busy Vice President for International at Mobike. He’s here preparing […]