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…
星期二下午，我参观了阿里巴巴西溪园区。一次神奇的旅行。 园区于2013年启用，占地450英亩（其中一半是公园和水域），目前已有16000多名员工入驻。园区已经扩建到街对面。
Greetings from Peking University. I am hiding out in Thailand for a week, one of my standard writing spots. Any suggestions for fun places to visit would be appreciated. It’s been a pretty great summer for digital China. Pinduoduo has launched upwards, catching the world’s attention. Meituan and Xiaomi are going public (so lots of […]
So Starbucks has launched a “new retail” strategic partnership with Alibaba. And in doing so they are leapfrogging to the front of digital and consumer China. Kudos. That’s impressive. And it’s pretty bad news for Luckin Coffee. The Alibaba-Starbucks deal, as announced, has three components: 1) A tie-in with Ele.me for delivery. The statement from […]
Here is the video. Here. https://news.cgtn.com/news/3d3d514f30417a4d79457a6333566d54/share.html?from=singlemessage&isappinstalled=0 here
老实说，在参观京东配送站之前，我就写好了这个标题。到达后，我发现我是越帮越忙。于是我站到了一旁。这篇文章标题可能改为“我与京东配送员相处的六大收获”更为妥当些。
Interview from Bangkok. Luckin versus Starbucks . link here
I recently visited the Meituan-Dianping headquarters in Beijing – and I summarized my 3 take-aways in Part 1. In this part (2 of 3), I’m going to argue against some of the common statements I hear about Meituan. This is what I think, in my mostly humble opinion, a lot of people are getting wrong. […]
I recently visited the Alibaba Global Leadership Academy (AGLA). In Part 1, I described my visit. In Part 2, I talked about the academy and some of its attendees (summary: it’s awesome). In this part, I have a few final thoughts on Hangzhou, AGLA and its executives. No big insights. Just some little stuff. *** […]
fun talk on CGTN.
