Bottom Line: Didi has bigger scale, superior management and a better international strategy – and they are beating Uber across the globe. Uber should merge up (or partner) and both companies can focus on their common problem, self-driving cars. *** What a difference a year makes. In mid-2016, Uber was the global champion of ride-sharing. […]
共享单车在中国正方兴未艾，其发展速度远快于其它任何已投放市场。这种服务的普及出乎意料，甚至令人震惊，从而吸引到了大量的投资资本和媒体报道。同时，这种高关注度也提出了一系列潜在的问题，例如微薄的利润、泛滥的自行车破坏与盗窃，以及若隐若现的政府监管。而共享单车存在的大肆炒作、详细审查和流动性等状况，很快就让这种美好、便利并深得欢迎的服务黯然失色。
I’ve been asking this question for like two years. And until recently, nobody seems to have an answer. Starbucks is doing fantastic in China. They have tons of stores and are apparently very profitable. And for some reason, they don’t have a major competitor. They have somehow avoided the brutal competitive knife fight we see […]
我对京东进行了为期3至4天的访问，访问所得和与管理层会面所获已写成系列文章，本篇是第三部分。
在第一部分中，我论证了中国医疗保健行业的中心供求缺口正日益扩大这个问题。而私人医疗保险或许是解决这个问题的关键。 在本文中，我将展示在中国设立真正的私人医疗保险的三种模型。这些模型均已在其他地方实行，而且只需要在监管方面进行渐进式的改革。
I eat at Pizza Hut in Beijing all the time. It’s close to campus and the brutality of Chinese restaurant competition is fun to watch. Chinese restaurants are Chinese hyper-competition. They fight for the high-traffic and high-visibility locations. They fight for good managers. They try to localize to China and always need to refresh and […]
My appearance on CGTN in December, 2017. Link is here. Some photos
私人医疗保险可以说是中国目前最大的、也是最恼人的机遇。这方面的需要显然存在。生活日渐富裕的中国消费者对公共医疗保健制度越来越感到失望。而立足未稳的私立医院正在努力寻找更大量、更稳定的收益流。
You have to stand in awe of bike sharing. For those of you that live in China, try to name another service that has become so pervasive in your life so quickly. Bike-sharing has gone from a crazy idea to covering almost every sidewalk in the country in about 18 months. When has a new service […]
阿里巴巴进军娱乐业已有两年，旗下的阿里影业正在制作和收购越来越多的影视内容。阿里影业制作了多部国内和好莱坞影片，涉足筹资和影片发行，并且在电影软件、网络视频、售票应用以及影视众筹方面采取一系列创新举措。整体来讲，阿里影业的制胜战略愈发明朗，甚至令人称道，尽管公司最近一直警告其2016年可能面临高达十亿人民币（约1.44亿美元）的净亏损。