The Luckin vs. Starbucks fight is accelerating, both in terms of stores opened and hype. Luckin is rapidly positioning for an IPO. And Tim Horton’s is jumping into the China coffee biz. What is going on? Why is there so much activity in the previously sleepy business of Chinese retail coffee? Recall, a similar thing […]
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. See below. Youtube link is here. Other parts of talk are below: Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part […]
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: […]