Greetings from Peking University,
I am back in Beijing after China’s big holiday week. I generally try to avoid the tourist craziness that happens every year at this time.
In terms of digital China, the giants just keep accelerating and surprising everyone. Lots of interesting things happening in mobility (Didi) and new retail (JD) right now. And “local services” seems to be where all the giants are colliding. I talk about this in an article below. Overall, a fascinating month.
Below are my recommended China articles and books for October 2018. I hope these are helpful.
—- Good Recent Articles —-
This is a good Wired summary of the guy taking over for Jack Ma.
Mobility is the next big thing coming in China. The new disruption.
Once you win in China, SE Asia is usually the next target. Lots of interesting digital Giants there.
Some good Bloomberg data about Chinese consumer sentiment right now.
A good history by Josh Horowitz.
—- My Recent Stuff (Articles and Videos) —-
AI Superpowers just came out.
I thought this was pretty solid thinking on all the talk about local services.
Didi continues to surprise. Drivers’ services are a new platform.
I met with Didi a driver and got some cool info on how it works.
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.