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 […]

与阿里巴巴共度周末时的趣闻趣事(共2部分,第1部分)

最近几篇文章里,我写了与阿里巴巴管理层在2017年“双十一”期间会面的所得所获。我不久之后将会发表更有针对性的文章,分析“新零售”的竞争动态。 但是现在我正躺在泰国的沙滩上小酌,所以我还是聊聊这次的旅行吧。如果您想看严肃性内容,恐怕这篇文章不大适合您。

My Favorite China Articles For January 2018

Happy New Year, 2018 looks like its going to be a pretty big year for Chinese consumers and digital China. And as that’s kinda my thing, I’m pretty psyched. We’ll see. Below are my favorite China articles and books for January (and some of mine). Cheers, Jeff – Articles –  Jack Ma’s Alipay Takes on […]

Why Uber Will Merge with Didi (Again)

Bottom Line: Didi has bigger scale, superior management and a better international strategy – and they are beating Uber across the globe. Uber should merge up (or partner) and both companies can focus on their common problem, self-driving cars. *** What a difference a year makes. In mid-2016, Uber was the global champion of ride-sharing. […]

中国的共享单车热潮是否能持续?

共享单车在中国正方兴未艾,其发展速度远快于其它任何已投放市场。这种服务的普及出乎意料,甚至令人震惊,从而吸引到了大量的投资资本和媒体报道。同时,这种高关注度也提出了一系列潜在的问题,例如微薄的利润、泛滥的自行车破坏与盗窃,以及若隐若现的政府监管。而共享单车存在的大肆炒作、详细审查和流动性等状况,很快就让这种美好、便利并深得欢迎的服务黯然失色。