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 […]
Some thoughts from the annual CES convention in Las Vegas. Video below and at Youtube here. Tencent Video pending. Music by Joakim Karud http://youtube.com/joakimkarud —– I write and speak about digital China and digital competition.
*以下内容摘选自最新版的《一小时读懂中国》（One Hour China Contrarian Book）一书。 “我和华强森（Jonathan Woetzel，就职于麦肯锡咨询公司和北京大学）已共同撰写了三本速读书。在最新的一本书中，我们收集了一系列文章，主要提出了四大不同的观点，它们是：
*The following is an excerpt from our new One Hour China Contrarian Book (which is available here.). “Jonathan Woetzel (McKinsey & Co, Peking University) and I have written three speed-read China books together. In this latest one, we have put together a collection of our essays that basically make four main contrarian points. These are: […]
Alibaba is confusing. The company just keeps getting bigger and more complicated. There is really nothing like it in other countries. For example, most e-commerce sites don’t own movie studios and soccer clubs. And now we are seeing the emergence of new retail, which is a dramatic change in Alibaba (and other Chinese e-commerce platforms). […]
I was part of the “global influencers” group that was behind the scenes at Alibaba Singles’ Day 2018. It was pretty great. And I got to learn a ton about some of their latest initiatives. I vlogged the day. Here is part 1 (of 2). Part 2 is here. Video on Youtube here. And on […]
So Taco Bell has officially returned in China, re-opening in Shanghai approximately nine years after they closed their last China branch in 2008. Their outlet in Liujiazui is humming along. And as a long time Taco Bell fanboy, I went for a visit. My assessment is the following. Point 1: It’s really great – better […]