WeChat and TikTok’s Starkly Different Visions for Digital Information Flows (pt 2 of 2)

I recently went to the WeChat Open Talk meeting and founder Allen Zhang raised some questions that have really stuck with me. He talked about about the increasingly important role of information flows in daily life and who controls this. His talk is here but my basic take-away is the below question. How do you […]

Why the #1 Business Solution to Coronavirus in China Is Live Streaming, Especially Taobao Live (Pt 1 of 2)

Three big things are happening in digital China right now. The coronavirus is radically altering the behavior of hundreds of millions of consumers (and businesses), resulting in what is being called the quarantine economy. Everyone is trying to move from in-person to digital interactions. This shift to digital interactions is supercharging and rapidly evolving China’s […]

Chinese Consumers Are the World’s First +1B Person Digital Network

Three important things have happened in consumer China in the past decade. Chinese consumers finally started spending money after decades of working and saving. They are now the first or second largest market in the world for most consumer businesses. They became connected 24/7 via smartphones, both to businesses and to each other. Their behavior […]

How WeChat, TikTok and Chinese Consumers Are Disrupting and Personalizing Luxury

In my online Asia Tech Class, I talk a lot about digital superpowers, which are digital tools that upend established business. And one of these superpowers a dramatically improved user experience, such that the traditional offering is now unacceptable to users. And this sort of dramatically improved user experience is what is happening in luxury […]

Situations Where JD’s E-Space Is a Game Changer for Consumers and Brands (2 of 2)

In Part 1, I detailed my visit to JD’s new E-Space store in Chongqing. And I ended by posing the following question: Can “experiential” retail dramatically improve the user experience such that traditionally run department stores are at a competitive disadvantage? And my answer to that is yes in basically 6 situations and product types. […]

4 Take-Aways from My Visit to JD’s New E-Space (1 of 2)

I’m on a flight home from a visit to JD’s new E-Space in Chongqing. It was quite cool and I’ve been mulling over its implications – for new retail, for ecommerce and for online-merge-offline in China. Here is my current thinking. But first…consider joining my executive education course Jeff’s Asia Tech Class for deeper insights […]

Is JD’s E-Space a Game Changer for Department Stores in China? (Jeff’s Asia Tech Class 10)

In this class, I discuss my visit to JD’s new 50,000 sqm e-space in Chongqing – and the question of what new retail (i.e., online-merge-offline) will mean for department stores and shopping malls. You can listen here or at iTunes and Himalaya. Articles / podcasts cited in this class: JD’s E-Space Is a Fascinating New […]

JD Cool Stuff #2: Trash Sorting Apps and How Smart Cities Are Becoming Operating Systems (2 of 3)

This is Part 2 on my list of cool stuff JD is doing. Not necessarily the big initiatives – but the smaller and often more inventive ideas. In Part 1, I talked about their farming initiative, which is pretty intriguing. First… join my executive education class on China’s tech leaders – and on the strategies […]

JD Cool Stuff #1: Moneyball and Digital Marketplaces for China’s Farms (1 of 3)

I keep a short list of cool stuff China’s digital giants are doing. Not just the big initiatives – but the smaller and often more inventive ideas. And JD tends to have a lot of these. From building their own robotics and drones to trash sorting / redemption programs and farming initiatives, JD has lots […]

6 Questions About JD’s New E-Space (Pt 2 of 2)

In Part 1, I laid out why I think JD’s e-space is a pretty bold move – and opens a new frontier in OMO retail. My argument was that as you move from retail about buying products in the supermarket to visiting shopping malls and department malls, you start to really merge products, services and […]