In Part 1, I detailed my visit to JD’s new E-Space store in Chongqing. And I ended by posing the following question: Can “experiential” retail dramatically improve the user experience such that traditionally run department stores are at a competitive disadvantage? And my answer to that is yes in basically 6 situations and product types. […]
I’m on a flight home from a visit to JD’s new E-Space in Chongqing. It was quite cool and I’ve been mulling over its implications – for new retail, for ecommerce and for online-merge-offline in China. Here is my current thinking. But first…please join my executive education course Jeff’s Asia Tech Class on China’s tech […]
In this class, I discuss my visit to JD’s new 50,000 sqm e-space in Chongqing – and the question of what new retail (i.e., online-merge-offline) will mean for department stores and shopping malls. You can listen here or at iTunes and Himalaya. Articles / podcasts cited in this class: JD’s E-Space Is a Fascinating New […]
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 […]