The Luckin vs. Starbucks fight is accelerating, both in terms of stores opened and hype. Luckin has IPO’d. And Tim Horton’s is jumping into the China coffee biz. What is going on? Why is there so much activity in the previously sleepy business of Chinese retail coffee? Recall, a similar thing happened in bike-sharing […]
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. See below. Youtube link is here. Other parts of talk are below: Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part […]
In Part 1, I argued that Mark Zuckerberg’s memo on “privacy-focused messaging and social networking” is actually an aggressive and potentially stunning growth path for the company. I called it the ultimate gangster move. Their move to consolidate their messaging services creates a big global tool. And it looks a lot like the foundation of […]
Mark Zuckerberg’s memo on “privacy-focused messaging and social networking” has some really big implications. It is focused on private messaging and the WeChat-type operating system. To me, it looks like the first move in a strategy to turn Facebook into a much larger and more powerful company. That such a big power play is dressed […]
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. See below. Youtube link is here. Other parts of talk are below: Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part […]
The population of the Beijing-Tianjin-Hebei cluster (also called “Jing-Jin-Ji”) will be +100M people. That’s pretty fascinating. My thoughts on where we are and what’s coming next. And a little look around Beijing. The video is below in two formats. But first…consider joining my executive education course Jeff’s Asia Tech Class for deeper insights into China’s […]
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 […]
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. Video below and Youtube link is here. Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part 4: In Digital China, Get […]
From one of my standard talks in 2018. This is about bike-sharing and re-imaging operations. Video is below and Youtube link is here. Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part 4: In Digital China, Get Ready […]
Bike-sharing in China is a great example about how digital tools can have a big impact on fairly simple businesses. Mostly by increasing convenience and giving consumers what they really want. From a talk I gave in Singapore in 2018. Video is below and Youtube link is here. Part 1: What is the Engine of […]