How Alibaba’s New Retail Disrupts JD’s World: Conclusion (Pt 4 of 4)

In this four part series, I look at how “new retail” impacts the strategies of e-commerce market leaders Alibaba and JD. My take is basically five points: Point 1: China is ground zero for the digital transformation of retail. Explained in Part 1 here. Point 2: But “new retail” is not just supermarkets and convenience […]

Alibaba’s New Retail Is Not About Supermarkets. It’s About Participation. (Pt 3 of 4)

In this four part series, I look at how “new retail” impacts the strategies of e-commerce market leaders Alibaba and JD. My take is basically five points: Point 1: China is ground zero for the digital transformation of retail. Explained in Part 1 here. Point 2: But “new retail” is not just supermarkets and convenience […]

What Everyone Is Getting Wrong About Chinese Entertainment. An Interview with Alex Zhang, Ex-Alibaba Pictures.

Alex Zhang was one of the first five employees at Alibaba Pictures (launched in 2015), He sits at the intersection of rapidly rising Chinese entertainment, its changing relationship with Hollywood and its increasing collision with the tech world (Alibaba, Tencent, etc.). Note: I wrote about how Alibaba is disrupting entertainment here. Alex has recently left Alibaba […]

与阿里巴巴共度周末的趣闻趣事(共2部分,第2部分)

2017年的“双十一”,我来到阿里巴巴,与管理层们共度周末。本篇为此行见闻的第二部分。第一部分里,我谈到了初到阿里巴巴的见闻,以及周五晚上的庆典。本篇仅为随笔,如果您期待某些严肃的内容,恐怕本篇不大适合您。

中国不存在新“共享经济” 滴滴、摩拜等皆是典型的颠覆者 (第一部分)

中国的新兴“共享经济”在上个月成为了媒体的热门话题。《纽约时报》、《财富》、彭博以及《南华早报》纷纷在其文章中提到了网约车(滴滴)、单车租用(ofo、摩拜)和新型的小物品租赁服务(包括共享单车、篮球和雨伞),并称之为中国新“共享经济”的一部分。

阿里影业、腾讯影业或万达影业,谁才是中国娱乐产业的赢家?(第一部分/共两部分)

对阿里影业和腾讯影业这两家公司,我一直保持着密切的关注。它们似乎将在中国娱乐产业竞争中先拔头筹。目前,它们正采取非常规的手段,大举进军这个既风起云涌、又分崩离析的产业。

JD Won Online With Profitless Growth. But “New Retail” Has Different Rules. (Pt 2 of 4)

In this four part series, I look at how “new retail” changes the strategies of market leaders Alibaba and JD. My take is basically five points: Point 1: China is ground zero for the digital transformation of retail. See Part 1 here. Point 2: But “new retail” is not just supermarkets and convenience stores. It’s […]

How Alibaba’s “New Retail” Disrupts JD’s World (Pt 1 of 4)

China is now ground zero for what Alibaba has called “new retail”, a sweeping digital transformation that merges physical and online retail into a seamless consumer experience. And this poses a fundamental strategic challenge to Alibaba’s primary competitor JD. In this four part series, I make the following points about this situation: Point 1: China […]