What Everyone Is Getting Wrong About Chinese Entertainment. An Interview with Alex Zhang, Ex-Alibaba Pictures. (Video)

Alex Zhang was one of the first five employees at Alibaba Pictures (launched in 2015), He sits at the intersection of rapidly rising Chinese entertainment, its changing relationship with Hollywood and its increasing collision with the tech world (Alibaba, Tencent, etc.). Note: I wrote about how Alibaba is disrupting entertainment here. Alex has recently left Alibaba […]

与阿里巴巴共度周末的趣闻趣事(共2部分,第2部分)

2017年的“双十一”,我来到阿里巴巴,与管理层们共度周末。本篇为此行见闻的第二部分。第一部分里,我谈到了初到阿里巴巴的见闻,以及周五晚上的庆典。本篇仅为随笔,如果您期待某些严肃的内容,恐怕本篇不大适合您。

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。

JD Won Online With Profitless Growth. But “New Retail” Has Different Rules. (Pt 2 of 4)

In this four part series, I look at how “new retail” changes the strategies of market leaders Alibaba and JD. My take is basically five points: Point 1: China is ground zero for the digital transformation of retail. See Part 1 here. Point 2: But “new retail” is not just supermarkets and convenience stores. It’s […]

How Alibaba’s “New Retail” Disrupts JD’s World (Pt 1 of 4)

China is now ground zero for what Alibaba has called “new retail”, a sweeping digital transformation that merges physical and online retail into a seamless consumer experience. And this poses a fundamental strategic challenge to Alibaba’s primary competitor JD. In this four part series, I make the following points about this situation: Point 1: China […]

与阿里巴巴共度周末时的趣闻趣事(共2部分,第1部分)

最近几篇文章里,我写了与阿里巴巴管理层在2017年“双十一”期间会面的所得所获。我不久之后将会发表更有针对性的文章,分析“新零售”的竞争动态。 但是现在我正躺在泰国的沙滩上小酌,所以我还是聊聊这次的旅行吧。如果您想看严肃性内容,恐怕这篇文章不大适合您。

My Favorite China Articles For January 2018

Happy New Year, 2018 looks like its going to be a pretty big year for Chinese consumers and digital China. And as that’s kinda my thing, I’m pretty psyched. We’ll see. Below are my favorite China articles and books for January (and some of mine). Cheers, Jeff – Articles –  Jack Ma’s Alipay Takes on […]