In Part 1, I laid out four of the questions I am struggling with about Alibaba. Here are the rest. Any answers you might have would be much appreciated. Question 5: How much are manufacturers and CPG companies going engage directly with consumers in China? One of the strangest things about Singles’ Day is that […]
I’ve been thinking a lot about Alibaba since Singles’ Day. Which was awesome by the way. My take-aways from that are here and here. I have a list of questions about Alibaba. I think they’re important but I don’t really have good answers for them (yet). So I thought I would throw them out to […]
Some thoughts from the annual CES convention in Las Vegas. Video below and at Youtube here. Tencent Video pending. Music by Joakim Karud https://youtube.com/joakimkarud ——
阿里巴巴的发展实在让人感到困惑。 阿里巴巴的规模越来越大，业务也越来越多元化。在其他国家，还真没有像阿里巴巴这样的公司。比如，国外大多数的电子商务网站都还没有电影工作室和足球俱乐部。
In Part 1 (here), I laid out how Alibaba has evolved in China. It was for a retail marketplace, but you can see a similar pattern in many of China’s digital giants. The next phase in this evolution is “new retail”, and it is changing this pattern in a big way (coming in Part 3). […]
2018年“双11”，我在阿里巴巴后台度过了很棒的两天。不只参加了晚会，我还参观了公司，和管理层进行了交谈。与此同时，全球最大的消费热潮正在如火如荼的进行中。
2018年的光棍节我是在上海阿里里巴巴的后台度过的。真是棒极了！交易额不断增加，到现在（截至11月11日上午10点）为止的成交额已经达到了1200亿元。
I was part of the “global influencers” group that was behind the scenes at Alibaba Singles’ Day 2018. It was pretty great. And I got to learn a ton about some of their latest initiatives. I vlogged the day. Here is part 1 (of 2). Part 2 is here. Video on Youtube here. And on […]
I had an awesome 2 days behind the scenes with Alibaba at Singles’ Day 2018. I got to attend the gala, visit companies and talk with management – all in the midst of the world’s biggest spending frenzy. Plus I got to meet some other “global influencers”, most of whom I had been reading for […]
It’s Singles’ Day 2018 and I’m behind the scenes with Alibaba in Shanghai. It’s awesome. The numbers are coming in and the GMW is now at 120B RMB (as of 10am Nov 11). I’m rushing about to events today. But here are my take-aways so far: Take-Away 1: Chinese consumers are getting more emotional. Their […]