Why Didi vs. Uber Is Now All About Mexico (Video)

I had a fascinating time in Mexico City investigating Didi Chuxing’s first launch of an international operation in ride-sharing. And they are going against one of Uber’s strongholds, a country where they have 7M riders and 250,000 drivers. Didi vs. Uber in Mexico is going to be a fascinating fight. This video is my take […]

5 Questions for Pedro Aidar of AB-Inbev About Beer in China (Video)

Pedro Aidar is the head of Craft and Specialty Beers for AB-Inbev in Asia Pacific North, including China. He has a tremendous vantage point into the changing beer and alcohol of market of China, in particular into the emergence of craft beers. I sat down with Pedro and asked him my standard five questions about […]

Artificial Intelligence Has 3 Big Technology Drivers – Chris Thomas, McKinsey & Co (Video)

This is the fourth in a series of video clips from a lecture by Christopher Thomas, the “go to” artificial intelligence guru at McKinsey & Co for China / Asia. This is from a class taught by myself and Jonathan Woetzel (also McKinsey & Co) at Peking University Guanghua School of Management. Video below and link […]

What AI Can and Can’t Do – Chris Thomas, McKinsey & Co (Video)

This is the third in a series of video clips from a lecture by Christopher Thomas, the “go to” artificial intelligence guru at McKinsey & Co for China / Asia. This is from a class taught by myself and Jonathan Woetzel (also McKinsey & Co) at Peking University Guanghua School of Management. Video below and link […]

Get Ready for Beijing, the +100M Person Mega-City

The population of the Beijing-Tianjin-Hebei cluster (also called “Jing-Jin-Ji”) will be +100M people. That’s pretty fascinating. My thoughts on where we are and what’s coming next. And a little look around Beijing. The video is below in two formats. The YouTube link is here. Thanks for watching. Cheers, jeff ——— I write and speak about the […]

I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened (Pt. 3 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts. In 4 articles, I document what happened and what we learned. I have included a lot of detail, especially on the Berkshire companies we visited […]

I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened (Pt. 2 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts. In 4 articles, I document what happened and what we learned. I have included a lot of detail, especially on the Berkshire companies we visited […]

I Took 20 Chinese Students to Meet Warren Buffett. Here’s What Happened. (Pt. 1 of 4)

In February 2017, I chaperoned 20 business students from Peking University to meet Warren Buffett in Omaha. This was the first group from Peking University to ever meet with Mr. Buffett – and only the second school ever from China. It turned out to be a once-in-a-lifetime trip, an investment pilgrimage of sorts. In the following […]