Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (Tech Strategy – Podcast 155)

China’s economy is facing a number of challenges, including an aging population, rising labor costs, and a slowdown in productivity growth. However, the country is also making progress on a number of fronts, such as investing in new technologies and expanding its global trade network. It remains to be seen whether China will be able to overcome these challenges and maintain its economic growth in the years to come.

Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (Tech Strategy – Podcast 155)

China’s economy is facing a number of challenges, including an aging population, rising labor costs, and a slowdown in productivity growth. However, the country is also making progress on a number of fronts, such as investing in new technologies and expanding its global trade network. It remains to be seen whether China will be able to overcome these challenges and maintain its economic growth in the years to come.

To access this post, you must log in as a member, purchase Subscriptions.

A Visit to Oriental DreamWorks – and the Important Rise of Creative China (Tech Strategy – Daily Article)

During my visit to Oriental DreamWorks, I was captivated by the vibrant energy and innovation in China’s animation sector. The country’s animation boom is not just a trend, but a reflection of cultural shifts, technological advancements, and a growing global appetite for Chinese storytelling.

More of the 10 Alibaba Slides and How “New Retail” Supercharges Platform Strategy (2 of 2) (Tech Strategy)

Alibaba’s ‘New Retail’ is a quantum leap in users, participation, data, and supply-side scale. Their core interactions on marketplace platforms (Tmall and Taobao) connect online merchants and brands with Chinese consumers. Digital strategy consultant Jeffrey Towson details how Alibaba exploited insights and innovated relentlessly. Alibaba transformed from a basic e-commerce site to a diverse ecosystem of businesses, all while maintaining a strategic advantage.

8 Lessons From China AI Guru Kai-Fu Lee (Tech Strategy – Daily Article)

Key concepts for this article: Artificial Intelligence China’s State Capitalism model *** The release of ChatGPT and DALL-E has pushed AI back to the forefront of digital. Forget web3 and blockchain. It’s all about AI now. And I will confess, I am a believer. Artificial intelligence is the biggest thing happening in digital. I’m even […]

Why Ofo Failed. And Why Luckin Coffee Came Back. (Tech Strategy – Daily Article)

Delve into the reasons why Ofo, once a promising bike-sharing company, failed in the competitive Chinese market. This article offers a detailed examination of the factors contributing to Ofo’s spectacular rise and subsequent fall. Gain insights into the complexities of operating a business in China and the lessons that can be derived from Ofo’s experience.

Where JD’s E-Space Is a Game Changer for Department Store Consumers and Brands (2 of 2) (Tech Strategy – Daily Article)

In this article, Jeffrey Towson delves into the 6 situations where JD’s E-Space is a game-changer for consumers and brands. He provides insightful analysis into the disruptive potential of JD’s E-Space in the Chinese retail sector, exploring its implications for new retail, ecommerce, and online-merge-offline strategies. If you’re interested in understanding the future of Chinese retail and the potential of JD’s E-Space, this article is a must-read.

4 Take-Aways from My Visit to JD’s E-Space (1 of 2) (Tech Strategy – Daily Article)

Join Jeff Towson as he shares 4 critical lessons learned from his visit to JD’s E-Space, one of the most talked-about innovations in e-commerce. Understand what sets JD apart in terms of consumer experience, supply chain, and technology. Essential reading for CEOs and Executives who want to stay ahead of the curve in the fast-paced world of e-commerce.

Alibaba, JD, and Secoo Are Still Struggling to Do Luxury / Fashion Ecommerce

In 2022, luxury e-commerce platform Secoo Holding Ltd filed for bankruptcy in Beijing. After 14 years of operations, this was a disappointing end to the largest luxury marketplace in the world’s largest luxury market. The company (founded by Li Rixue in 2008) grew out of a second-hand handbag shop. It went digital and found itself […]