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)




How Alibaba Uses Big Data in Chinese Entertainment – Alex Zhang, ex-Alibaba Pictures.

Alex Zhang was one of the first five employees at Alibaba Pictures (launched in 2015), Now an independent film producer, 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.). Alex visited Peking University in late 2017 and spoke […]

When Alibaba’s “New Retail” Gets Confusing, Just Follow the Assets (Pt 2 of 2)

This is Part 2 of an article about some of the strategic aspects of Alibaba’s “new retail”. In Part 1, I discussed uni-marketing and how the view of new retail for merchants and brands is very different than the view for consumers. A quick summary: For consumers, the view is great. They are going to […]

The Secret Engine of Alibaba’s “New Retail” Is “Uni-Marketing” (Pt 1 of 2)

“New retail” is Alibaba Group Holding‘s key buzzword right now. Though probably the least creative business term ever, the company’s idea of combining online and physical retail into a seamless, data-driven consumer experience is exciting. It is already starting to give rise to new business models, from transformed supermarkets and cashierless convenience stores to automated […]