My 3 Rules for Chinese Digital Transformation and Disruption

Over the past three months, I’ve been doing a lot of talks to more traditional businesses (insurance companies, hospitals, chemical companies, express delivery companies) about how digitization is playing out in China. From these talks, I’ve sort of boiled my message down to the following three rules for Chinese digital transformation and disruption. Rule 1: […]

What Brazil (and the Developing World) Can Learn From China (Video)

I’ve been on a whirlwind speaking tour in Brazil (9 talks in 5 cities in 9 days). And this question of what Brazil (and other developing countries) can learn from China keeps coming up. Here’s my best answer. Plus some fun stuff from around Rio. Video is here. (Youtube only. Sorry. Link is here). Thanks […]

Mobike and Chinese Bike-Sharing Are Taking Over Mexico (Video)

I had a fascinating time in Mexico City. I made this video at the launch of Mobike Mexico. It was a great day and has my take on what’s happening with Chinese bike-sharing in Latin Ameica. And yeah, I did mostly fall off one of the bikes, which I caught on video   Youtube link […]

Why Mexico Is The New Frontline for Didi vs. Uber – and Mobike vs. Ofo (Pt 1 of 2)

I’m sitting in a café in Mexico City. It’s a nice cool day, which is usually the case given the high altitude. And I’m drinking really good coffee, having recently given up on giving up on coffee. I just had lunch with Chris Martin, the frantically busy Vice President for International at Mobike. He’s here preparing […]

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。

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。

Five Questions for Understanding Didi, Mobike, and China’s New Micro-Rentals (Pt 2).

In Part 1, I argued that there is no new Chinese “sharing economy” – which is why new Chinese businesses like Didi, Mobike, and micro-rentals for basketballs, batteries and umbrellas are kind of confusing. What is really happening is something much more interesting: the emergence of new digital disruptors in access and convenience. The key […]