Why JD’s Automation Plan Is Both Better and More Difficult Than Everyone Thinks (Pt 4 of 5)

This is Part 4 in a series about what I learned on a 3-4 day visit to JD’s facilities in Beijing and Shanghai – and from meetings with management. Part 1 is here. Part 2 is here. Part 3 is here. On day 2 of the trip, our group went to the JD headquarters in […]


*以下内容摘选自最新版的《一小时读懂中国》(One Hour China Contrarian Book)一书。 “我和华强森(Jonathan Woetzel,就职于麦肯锡咨询公司和北京大学)已共同撰写了三本速读书。在最新的一本书中,我们收集了一系列文章,主要提出了四大不同的观点,它们是:

Will Mobike and Ofo Merge?

It’s a big question. Are these two bike-sharing giants going to merge? The short answer is it depends on whether Didi wants it. Outside of that, I think it mostly depends on the success of the international expansion and availability of capital. My argument is below. Cheers, Jeff –——- I write and speak about the fight […]

Recollections and Fun Stuff From My Weekend With Alibaba (Pt 1 of 2)

In recent articles (here, here, here), I laid out my take-aways from meetings with Alibaba management during Singles’ Day 2017. And I will be publishing some more serious business analysis on the competitive dynamics of “new retail” shortly. But today I am drinking on a beach in Thailand so I’m just going to ramble a bit about […]


已下内容节选自我们的新书《一小时读懂中国》。 “我和华强森博士(Jonathan Woetzel)(麦肯锡,北京大学)一共写过3本有关中国的速读书籍。这是最新的一本,书中精心收录了我们的一系列文章,主要体现以下四个独到的观点:

What I Learned from JD Mgmt About China’s Crazy E-Commerce Growth (Pt 3 of 5)

This is Part 3 in a series about my 3-4 day visit to JD – and what I learned from meetings with management. (Part 1 is here. Part 2 is here) After a fascinating tour of JD’s Beijing headquarters (see video below), our small group headed to the board room for meetings with various senior […]



5 Things I Learned from Alibaba Vice-Chairman Joseph Tsai on Singles’ Day 2017 (Pt 3 of 4)

I spent Singles’ Day 2017 visiting Alibaba and meeting with management (see Part 1 and Part 2 here). And one big highlight of the visit was a group dinner with Alibaba Vice-Chairman and co-founder Joseph Tsai. Background: The awesome story of Joseph Tsai Joe Tsai has been with Alibaba from almost the very start. Taiwanese born and […]