美团、携程或阿里巴巴能否在中国网约车市场战胜滴滴(第1部分/共2部分)

过去几个月以来,中国的几家数字巨头企业先后闯入了网约车市场。这让人颇感意外,因为随着优步的退出,中国网约车市场必定将呈现出滴滴出行一家独大的局面。并且,我认为滴滴也抱有同样想法,因为它们目前正集中精力开拓国际市场。通常来说,只有在赢得中国市场后企业才会这么做。

Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Part 1 of 2)

In the last couple of months, several of China’s digital giants have jumped into ride-sharing. And this was a surprise, because with the exit of Uber it was believed that Didi Chuxing had that market pretty much locked up. And I think Didi thought this too – as they began focusing on international expansion. Generally […]

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: […]

Jeffrey Towson – My Three Rules for Digital China (Video)

Some thoughts on what really matters in digital China. Plus stuff around Manila. Jeffrey Towson, Professor at Peking University Guanghua School of Management —– I write and speak about digital China and Asia’s tech trends. Music by Joakim Karud http://youtube.com/joakimkarud

What Brazil (and the Developing World) Can Learn From China (Video)

I went on a whirlwind speaking tour of Brazil (9 talks in 5 cities in 9 days). And this question of what Brazil (and other developing countries) can learn from China kept 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 Update (March 2019): […]

Why Mexico Is The New Frontline for Didi vs. Uber – and Mobike vs. Ofo (Pt 1 of 2)

Mobike has started in Mexico City’s upscale Polanco district, but this is part of wide launch across Mexico. They are going everywhere and are treating Mexico seriously.  That’s pretty awesome. If the big bike-sharing question of 2017 was “can these Chinese companies succeed internationally?”, the question for 2018 is now “how big can they get?” […]

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)

中国的新兴“共享经济”在上个月成为了媒体的热门话题。《纽约时报》、《财富》、彭博以及《南华早报》纷纷在其文章中提到了网约车(滴滴)、单车租用(ofo、摩拜)和新型的小物品租赁服务(包括共享单车、篮球和雨伞),并称之为中国新“共享经济”的一部分。