美团、阿里巴巴、滴滴、携程竞争激烈:为何中国各互联网巨头都试图在城市服务领域大显身手(第3部分,共4部分)

这是我参观美团点评北京总部后所得感想的第3部分。第1部分详述了我主要的感想。第2部分阐述了我所认为的人们对美团的错误看法。 “城市服务”是今年的热门话题。我们也看到中国的数字巨头们都在这一领域有大动作。

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 […]

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. […]

Meituan vs. Alibaba vs. Didi vs. Ctrip: Why China’s Internet Giants Are Colliding In Local Services (Pt 3 of 4)

This is Part 3 on my visit to the Meituan-Dianping headquarters in Beijing. Part 1 was my main take-aways. Part 2 was what I think people are getting wrong about Meituan. “Local services” has been a hot topic this year. And we have seen big local services moves by many of China’s digital giants. Tencent-backed […]

消费者对于中国食品外卖巨头美团-大众点评的四种错误认识(第2部分,共4部分)

近期我参观了美团-大众点评位于北京的总部,我在第1部分总结了我了解到的3点。在这一部分(第2部分,共3部分),我将对一些我听到的关于美团的常见言论进行反驳。依我个人的浅见,很多人都存在认识误区。

Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Video)

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…

4 Things People Are Getting Wrong About Meituan-Dianping, China’s Food Delivery Giant (Pt 2 of 4)

I recently visited the Meituan-Dianping headquarters in Beijing – and I summarized my 3 take-aways in Part 1. In this part (2 of 4), 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. […]