It’s Singles’ Day 2019! Woooohooooo!!! I am doing a little dance here in my hotel in Hangzhou. I look ridiculous. Singles’ Day launched at midnight last night and I was at the media center in Hangzhou for the opening (see above photo). And I spent yesterday with the Alibaba team getting a bit of a […]
This is Part 2 of my questions for Alibaba on Singles’ Day 2019. I’m on my way to Hangzhou shortly and am gonna try and figure these out. Part 1 is located here. Question 5: What is the next wave of hard-to-replicate physical assets? Alibaba is a competitive fortress. This comes from multiple factors like […]
Singles’ Day 2019 is almost here. Gonna be awesome. I’m currently packing up to head to Hangzhou. This will be my third year with the Alibaba “global influencers” group, which is just a great time behind the scenes with management. And it’s a nice reminder that I am no longer the obscure professor / failed […]
President Trump’s placement of Huawei on the US entity list was a body blow. The magnitude of the hit should not be understated. Being cut off from US technology so suddenly staggered the multinational. But, to their credit, Huawei didn’t go down. They took the hit and stayed on their feet. I’m not really sure […]
This is Part 2 of my 9 take-aways from Nina Xiang’s book Red AI. Part 1 is located here. #4: China is great in electric vehicles but the US is leading in autonomous vehicles. China has lots of great companies doing electric vehicles. And they are the largest market for them (and growing). But autonomous […]
I was pretty disappointed by Kai Fu Li’s book AI Superpowers. He is a big expert on artificial intelligence in China but the book was mostly high-level US-China commentary and his personal life. It was surprisingly light on artificial intelligence. In contrast, I was pleasantly surprised by Nina Xiang’s book Red AI. While not a […]
Ok. My last take-away from my visit to Huawei HQ. Thanks if you’ve hung in this long. Take-Away #5: Huawei Is Digging In for a Long-Fight. And They Are Probably Going to Win. Chairman Liang Hua ended the press conference by saying they are both “fighting for survival” and “seeking growth”. That is a pretty […]
This Part 3 of my take-aways from my visit to Huawei HQ in Shenzhen. I got to talk with management and tour some facilities. But the key event was the press conference where Huawei released their post-US export ban financials. First, this was a pretty cool press conference. They put out their half year revenue […]
This is Part 2 of my take-aways from my visit to Huawei headquarters. You can find Part 1 here. I’ll be releasing more in-depth articles shortly. One of the cooler parts of Huawei is the “European town” campus they have built in Dongguan. A $1.5B campus based on multiple European towns. There is Verona. There […]
I had a pretty great trip to the Huawei headquarters for their half year earnings’ release. Fascinating discussions with management. Some touring of the facilities. And I even got a good seat at the big press conference. FYI. Here’s what the back of Chairman Liang Hua’s head looks like. I’ve got 5-6 articles coming out […]