How Should Education Companies Like New Oriental Respond to AI Digital Natives Like LAIX? (Tech Strategy – Podcast 35)

In this podcast, Jeffrey Towson discusses how digital native education companies like LAIX are challenging traditional companies like New Oriental. He argues that education companies need to embrace digital technology and create a more personalized learning experience in order to compete. Towson provides examples of how LAIX is using digital technology to improve the learning experience, and he discusses the implications for education companies of all sizes.

3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud and AI (Tech Strategy – Podcast 33)

In this podcast, Jeffrey Towson interviews the Vice President of Cloud & AI at JD.com about how AI is transforming the fashion industry. They discuss three key areas where AI is having an impact: personalization, supply chain management, and product development. For example, AI can be used to recommend products to customers based on their past purchases, track inventory levels and optimize shipping routes, and design new products that are more likely to appeal to consumers.

3 Lessons in Conversational AI from JD’s Head of the Deep Learning (1 of 2)

I had a fascinating discussion with He Xiaodong of JD. He is the head of Deep Learning, NLP and the Speech Lab. And the Deputy Managing Director of JD AI Research. I did a podcast about this called Products with Personalities (Podcast 31) but I wanted to post some of his slides from our talk. […]

The Next Big Trends in Chinese E-Commerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was an interesting report about China ecommerce trends released by Coresight Research, which specializes in retail meets tech consulting. It’s run by Deborah Weinswig, who I’ve crossed paths with a few times in the last couple of years. I find their research to be very data-driven and generally close to my own thinking. So […]

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Products with Personalities? My Interview with JD About Conversational AI (Tech Strategy – Podcast 31)

In this podcast, Jeffrey Towson interviews He Xiaodong, the Vice President of JD.com’s Cloud & AI division, about conversational AI. They discuss how conversational AI is evolving from chatbots to intelligent assistants with personalities. For example, Xiaodong explains how JD’s Smart Customer Service has been designed to have the personality of a young woman, in order to better connect with its customers.

6 Predictions for Huawei After the TSMC Ban (Jeff’s Asia Tech Class – Daily Lesson / Update)

The big digital China / Asia news this week was the expansion of the US entity list ban to include TSMC. In theory, Huawei cannot get advanced semiconductors from American companies directly or by having them manufactured with American equipment at companies such as TSMC.It’s a big deal.This was the political bombshell everyone was waiting […]

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How Ant Financial / Alipay is Building an AI Factory in Financial Services (pt 2 of 2)

In Part 1 (From Big, Dumb Bureaucracies to Zero-Human Operations (pt 1 of 2), I made the following argument: In the industrial age, enterprises were built on the advantages of scale. Companies went from workshops and small factories to big factories capable of mass production. Superior scale gave companies multiple advantages, including cost efficiencies and […]

How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (Tech Strategy – Podcast 27)

In this podcast, Jeffrey Towson discusses how Meituan can compete with Alibaba in the Chinese services marketplace. He considers factors such as geographic expansion, focus on transportation or hospitality services, and ancillary opportunities such as financial services or cloud services. For example, Meituan could expand into new markets, such as Southeast Asia, or it could focus on its core strengths, such as food delivery and ride-hailing.