8 Lessons From China AI Guru Kai-Fu Lee (Tech Strategy – Daily Article)

Key concepts for this article: Artificial Intelligence China’s State Capitalism model *** The release of ChatGPT and DALL-E has pushed AI back to the forefront of digital. Forget web3 and blockchain. It’s all about AI now. And I will confess, I am a believer. Artificial intelligence is the biggest thing happening in digital. I’m even […]

Alibaba, JD, and Secoo Are Still Struggling to Do Luxury / Fashion Ecommerce

In 2022, luxury e-commerce platform Secoo Holding Ltd filed for bankruptcy in Beijing. After 14 years of operations, this was a disappointing end to the largest luxury marketplace in the world’s largest luxury market. The company (founded by Li Rixue in 2008) grew out of a second-hand handbag shop. It went digital and found itself […]

Alibaba’s 11 Growth Strategies (Tech Strategy – Daily Article)

I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that I think will change the trajectory of the company. This usually means talking with management when I can and following the investor days. A couple of years ago, Maggie Wu […]

Jeff’s 7 Digital Superpowers (Tech Strategy – Daily Article)

I have been giving you lots of frameworks and concepts. And after a while, it can all get kind of confusing. Is this new software critical for my business? Is this new business model going to seriously impact our industry? Is this like Amazon completely disrupting retail? Is this more like Mobike, which was nice […]

Expedia’s Painful Lessons in Money Wars and Other China Tactics. Plus Morgan Stanley.

I’ve written quite a few articles on companies that have struggled in China. However, in many cases, they later came back and won, often spectacularly. It’s a fun subject. For example: In Part 1, I detailed how Carlsberg beer and Danone both initially struggled in China. But Carlsberg later came back with an impressive success […]