Huawei Is Digging In for a Long-Fight. And They Are Probably Going to Win. (pt 4 of 4)

Ok. My last take-away from my visit to Huawei HQ. Thanks if you’ve hung in this long. Take-Away #5: Huawei Is Digging In for a Long-Fight. And They Are Probably Going to Win. Chairman Liang Hua ended the press conference by saying they are both “fighting for survival” and “seeking growth”. That is a pretty […]

The Real Impact of the Huawei Export Ban Is Still On the Way (pt 3 of 4)

This Part 3 of my take-aways from my visit to Huawei HQ in Shenzhen. I got to talk with management and tour some facilities. But the key event was the press conference where Huawei released their post-US export ban financials. First, this was a pretty cool press conference. They put out their half year revenue […]

Post US Export Ban, Huawei is Going For Tech Leadership (pt 2 of 4)

This is Part 2 of my take-aways from my visit to Huawei headquarters. You can find Part 1 here. I’ll be releasing more in-depth articles shortly. One of the cooler parts of Huawei is the “European town” campus they have built in Dongguan. A $1.5B campus based on multiple European towns. There is Verona. There […]

Huawei Going “Battle Mode” Is Bad News For Ericsson. Take-Aways from My Visit to Huawei HQ (pt 1 of 4)

I had a pretty great trip to the Huawei headquarters for their half year earnings’ release. Fascinating discussions with management. Some touring of the facilities. And I even got a good seat at the big press conference. FYI. Here’s what the back of Chairman Liang Hua’s head looks like. I’ve got 5-6 articles coming out […]

From Didi to Mobike to Luckin: How Money and Hype Are Distorting Digital China

Digital China has arrived. It has unicorns, huge market opportunities and a pervasive cultural impact. Everything is now at world-class scale. Unfortunately, the distorting impact of hot money and hype has also scaled up. And this appears to be increasing. Ride-sharing was the first big escalation in venture-type behavior. In 2015-16, in both China and […]

How Alibaba.com Is Turning SMEs into Multinationals (Pt 2 of 2)

In Part 1, I argued that Alibaba.com is attempting to both digitize and democratize global trade – and to dramatically expand it from large companies to small and medium enterprises (SMEs). That’s a pretty big idea. And in Part 1, I laid out a bit of the theory behind this. But let me get back […]

Hold On To Your Hat. Alibaba.com is Building a Massive New E-Commerce Platform (Pt 1 of 2)

At the CES conference in Las Vegas this year, it was the exhibit by Alibaba that really blew my mind. Yes, all the robots and drones were cool. But what Alibaba.com, their B2B business, is doing really sent my mind reeling. Unless I am mistaken, they are building what could be their biggest initiative yet. […]

7 Things Everyone Is Getting Wrong About the Luckin IPO (Pt 2 of 2)

The Luckin Coffee SEC filing is out. So we can finally see their numbers. This is Part 2 of what I think is being misunderstood about Luckin. Part 1 is here. #5: Luckin is not really about increasing mass-market coffee consumption in China. Luckin is engaged in a Herculean effort to get Chinese to drink […]

7 Things Everyone Is Getting Wrong About the Luckin IPO (Pt 1 of 2)

So Luckin has filed for an IPO and we finally got to see their numbers. And yes, there are red flags all over the place. Big operating losses, funky corporate structures, speculative revenue growth and so on. And this is not uncommon in a tech / internet ipo. But I don’t recall ever seeing this […]

Alibaba and Intersport: Why New Retail Is a Big Deal in Sports Apparel in China (Pt 3 of 3)

In Part 1 and Part 2, I gave some background on sports apparel in China and detailed my visit to the new Tmall – Intersport store in Beijing. It was pretty great. With lots of new digital initiatives like the magic mirrors. Note: the above picture is what happens when you change the gender setting […]