There was a good paper recently published by Martin Reeves and Raj Varadajaran of the Boston Consulting Group. The paper (When Resilience Is More Important Than Efficiency) touched on a lot of issues related to digital competition – but there was one chart that I thought really hit at the center of a lot of […]
Huawei released their 2019 financial results last week. And I had the opportunity to interview Karl Song, the VP of Corporate Communications, prior so I knew what was coming (but I got embargoed). You can see that interview here. And it was fascinating. Step back and consider what a truly crazy year Huawei had. Has […]
In my online Asia Tech Class, I talk a lot about digital superpowers, which are digital tools that upend established business. And one of these superpowers a dramatically improved user experience, such that the traditional offering is now unacceptable to users. And this sort of dramatically improved user experience is what is happening in luxury […]
I keep an eye out for digital phenomena where China / Asia is on the frontier. We’ve seen this sort of digital leadership in mobile apps, mobile payments and e-commerce. And after meeting with head of smart cities at Huawei, I am convinced we are seeing the same phenomenon in smart cities. Below is my […]
from bangkok
I like cheetahs. I’m not totally sure why. But I have watched every documentary I can find about them. I have studied their biology. I frequently go to see them in the wild in Kenya and South Africa. I just think they are really cool. And I also recall Berkshire Hathaway Vice-Chairman Charlie Munger talking […]
Link is here
a fun spot on google AI in china
Paul Gillis is the “go to” guru for accounting in China. He is professor of accounting at Peking University Guanghua School of Managment, past head of China/Asia for PricewaterhouseCoopers and has a PhD in accounting. He also publishes on www.chinaaccountingblog.com – which you should definitely check out. I sat down with Paul and asked him […]
在之前的文章中，我阐述了阿里巴巴在中国的发展历程。虽然这是零售市场的案例，但其实在许多中国的数字巨头身上也可以看到类似的模式。 这种演变到了下一阶段就成了“新零售”，而它又为这种模式带来了巨大的改变。但首先，我想就数字化中国和企业正在培养的数字化超能力发表几点看法。