Meituan vs. Alibaba vs. Ctrip Is About 3 Big Questions (Pt 4 of 4)

Since visiting Meituan headquarters, I’ve written a quite a lot about the company (see Part 1, Part 2 and Part 3). And Meituan’s world is kind of fascinating right now. They have gone public. Awesome. Congratulations. A well-funded war has been launched against them by Ele.me (i.e., Alibaba) in food delivery. Ouch. Meituan and several […]

How Didi And Ride-Sharing Are Different in Brazil: My Visit to 99 HQ. (Pt 2 of 3)

I recently visited the Didi-99 headquarters in Sao Paolo. In Part 1, talked about how driver needs and services are an area that appears to be particularly different in Brazil vs. China. Here are some other differences. Difference with China #2: How much to localize is an important question for ride-sharing globally. Uber, unfortunately, has […]

How Didi And Ride-Sharing Are Different in Brazil: My Visit to 99 HQ. (Pt 1 of 3)

China’s digital giants are going international. Sort of. Asia is viewed as a strategic requirement by many (Alibaba, JD). So we see a lot of moves there (Alibaba acquired Lazada). Payments (Alipay) and hotel bookings (Ctrip) are following Chinese tourists abroad. So they are going pretty much everywhere. For example, Ant Financial recently tried to […]

10 Big Lessons in Chinese AI – From Kai-Fu Lee’s Book AI Superpowers (Pt 2 of 2)

This is Part 2 of the 10 things I learned for Kai-Fu Lee’s new book AI Superpowers. My first five are in Part 1. Here are the rest. Lesson 6: AI is a competition between batteries and grids. Dr. Lee had some particularly interesting comments on how AI companies are competing. He says the big […]

重要的是:滴滴正迅速建立司机服务 (第2部分,共3部分)

在该系列文章的第1部分,我接触了一位滴滴司机,试图能够更好地了解滴滴司机的生活(点击此处下载文章)。在第2部分,我将探讨滴滴业务在司机和车主方面非常酷的不断创新。 

My 10 Favorite Business Books (Video) – pt 1 of 2

My favorite business books. Plus some fun stuff from around Kuala Lumpur and airplanes. Link is here. By Jeffrey Towson, Professor of Investment at Peking University. —- I write and speak about Chinese consumers and digital China. Music is Longing by Joakim Karud http://youtube.com/joakimkarud

10 Big Lessons in Chinese AI – From Kai-Fu Lee’s Book AI Superpowers (Pt 1 of 2)

Kai-Fu Lee has released a new book titled AI Superpowers. It broadly compares artificial intelligence in China and the USA and it’s getting a lot of press. I was fortunate to hear him present part of his book at an Amcham event in Beijing. The book doesn’t go into AI or business questions too deeply. […]

阿里巴巴全球领导力学院的最终观感(第3部分,共3部分)

我最近参观了阿里巴巴全球领导力学院(AGLA)。 在第1部分,我描述了我的参观感受。 在第2部分,我谈及该学院和其中一些学员(总结:精彩纷呈)。 这一部分关于杭州 AGLA 和其行政人员的一些最终想法。没有什么条理,只是一些碎片。

Didi Is Rapidly Building Out Driver Services. This Is Really Important. (Pt 2 of 3)

In Part 1 of this series, I sat down with a Didi driver and tried to get a better understanding of what life is like driving with Didi (article located here). In this second Part , I dig into the increasing innovation happening on the driver and car-owner side of Didi’s business, which is pretty […]

京东正在做的4件炫酷之事(京东总部观后感)

近期,我陪同一群欧洲学生参观了位于北京的京东总部。他们是都灵大学发起的 ChinaMed / TOChina 项目的一部分,这是一个中国和南欧之间的精彩交换项目。关于该项目我将推出更多介绍性文章。该项目的负责人是吉奥瓦尼·安多里诺(Giovanni Andorino)和弗朗西斯科·希尔维斯特里(Francesco Silvestri)。