Singles’​ Day 2018: China’s Increasingly Emotional Consumers Shake the World

It’s Singles’ Day 2018 and I’m behind the scenes with Alibaba in Shanghai. It’s awesome. The numbers are coming in and the GMW is now at 120B RMB (as of 10am Nov 11). I’m rushing about to events today. But here are my take-aways so far: Take-Away 1: Chinese consumers are getting more emotional. Their […]

美团、阿里巴巴、滴滴、携程竞争激烈:为何中国各互联网巨头都试图在城市服务领域大显身手(第3部分,共4部分)

这是我参观美团点评北京总部后所得感想的第3部分。第1部分详述了我主要的感想。第2部分阐述了我所认为的人们对美团的错误看法。 “城市服务”是今年的热门话题。我们也看到中国的数字巨头们都在这一领域有大动作。

Meituan vs. Alibaba vs. Ctrip Is About 3 Big Questions (Pt 4 of 4)

Since visiting Meituan headquarters, I’ve written a quite a lot about the company (see Part 1, Part 2 and Part 3). And Meituan’s world is kind of fascinating right now. They have gone public. Awesome. Congratulations. A well-funded war has been launched against them by Ele.me (i.e., Alibaba) in food delivery. Ouch. Meituan and several […]

My Favorite China Reading – October 2018

Greetings from Peking University, I am back in Beijing after China’s big holiday week. I generally try to avoid the tourist craziness that happens every year at this time. In terms of digital China, the giants just keep accelerating and surprising everyone. Lots of interesting things happening in mobility (Didi) and new retail (JD) right […]

阿里巴巴全球领导力学院的最终观感(第3部分,共3部分)

我最近参观了阿里巴巴全球领导力学院(AGLA)。 在第1部分,我描述了我的参观感受。 在第2部分,我谈及该学院和其中一些学员(总结:精彩纷呈)。 这一部分关于杭州 AGLA 和其行政人员的一些最终想法。没有什么条理,只是一些碎片。

Meituan vs. Alibaba vs. Didi vs. Ctrip: Why China’s Internet Giants Are Colliding In Local Services (Pt 3 of 4)

This is Part 3 on my visit to the Meituan-Dianping headquarters in Beijing. Part 1 was my main take-aways. Part 2 was what I think people are getting wrong about Meituan. “Local services” has been a hot topic this year. And we have seen big local services moves by many of China’s digital giants. Tencent-backed […]

“星巴克联手阿里巴巴”意味着瑞幸咖啡需要尽快与京东或腾讯合作

星巴克已经与阿里巴巴建立起一种“新零售”形式的战略伙伴关系。通过此种方式他们已经快速进入了数字中国和消费中国的前沿,为人称道,令人赞叹。然而,这对于瑞幸咖啡而言却真的是个坏消息。

阿里巴巴全球领导力学院非常出色,你应该现在就申请(2/3)

在第1部分中,我谈到了访问阿里巴巴园区的经历以及他们的独特文化国际化进程。这个话题很有趣,涉及管理、人文与技能多方面。我认为越来越多的中国公司都将要应对这一问题。如何打造一家真正的中国跨国公司?它看起来像什么?

Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Video)

Some thoughts on the increasing competition in China ride-sharing. Plus stuff around the Philippines. Video is below and here. Youtube only. —– I write and speak about Chinese consumers and digital China. Music: Tobu – Colors http://youtube.com/tobuofficial Released by NCS https://www.youtube.com/NoCopyrightSo…