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)