My Visit to the Alibaba Global Leadership Academy (Pt 1 of 3)

It’s Tuesday afternoon and I’m touring Alibaba’s Xixi campus in Hangzhou. And it’s awesome. The campus opened in 2013, covers 450 acres (half of which seems to be park and water) and already has +16,000 people. And they are already expanding across the street. At first glance, Xixi campus looks a lot like the Facebook […]

3 Reasons New Retail in China Is Bigger and Cooler Than You Think (Video)

Some thoughts on why new retail in China is bigger and cooler than people think. Plus stuff around Italy. for china use this link Jeffrey Towson, Professor at Peking University Guanghua School of Management Music: Life Can Be A Dream by Future James…

4 Predictions for Meituan, Ctrip, and Alibaba vs. Didi in China Ride Sharing (Part 2 of 2)

In Part 1, I gave my explanation for why several of China’s digital giants (Meituan, Ctrip, Alibaba) have jumped into ride-sharing recently. In this part, I give my best answer to: Question 2: Can they win? Can they break into Didi’s ride-sharing business? My answer (thus far): They can definitely enter successfully. But winning long-term […]

Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Part 1 of 2)

In the last couple of months, several of China’s digital giants have jumped into ride-sharing. And this was a surprise, because with the exit of Uber it was believed that Didi Chuxing had that market pretty much locked up. And I think Didi thought this too – as they began focusing on international expansion. Generally […]

My 3 Rules for Chinese Digital Transformation and Disruption

Over the past three months, I’ve been doing a lot of talks to more traditional businesses (insurance companies, hospitals, chemical companies, express delivery companies) about how digitization is playing out in China. From these talks, I’ve sort of boiled my message down to the following three rules for Chinese digital transformation and disruption. Rule 1: […]

What Brazil (and the Developing World) Can Learn From China (Video)

I’ve been on a whirlwind speaking tour in Brazil (9 talks in 5 cities in 9 days). And this question of what Brazil (and other developing countries) can learn from China keeps coming up. Here’s my best answer. Plus some fun stuff from around Rio. Video is here. (Youtube only. Sorry. Link is here). Thanks […]

阿里巴巴的“新零售” 令你不知所措时,请以资产为切入点(第2部分,共2部分)