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 […]
In Part 1 of my visit to the JD-Qumei furniture store in Beijing, I laid out a bit of theory about furniture retail stores. They have some nice dynamics and some limitations. And that is mostly what is happening on the second floor of the store I visited. The First Floor: Where JD and QuMei […]
In 2017-2018, “new retail” began in Chinese groceries. There was Freshippo / Hema, 7Fresh and other projects. It was a first glimpse of what new retail come become. Shortly after, convenience stores and mom-and-pop stores also began to get digital upgrades. And in a bit of a surprise, retail coffee also entered the story – […]
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. Video below and Youtube link is here. 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 4: In Digital China, Get […]
From one of my standard talks in 2018. This is about bike-sharing and re-imaging operations. Video is below and Youtube link is here. 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 4: In Digital China, Get Ready […]
I have been arguing that new retail is much bigger than the supermarkets, delivery guys and convenience stores everyone has been talking about. And it is not about all the cool new tools like magic mirrors, robot waiters, and payment by facial recognition. Although, those are pretty fun. New retail is really about a quantum […]
In Part 1, I laid out four of the questions I am struggling with about Alibaba. Here are the rest. Any answers you might have would be much appreciated. Question 5: How much are manufacturers and CPG companies going engage directly with consumers in China? One of the strangest things about Singles’ Day is that […]
I’ve been thinking a lot about Alibaba since Singles’ Day. Which was awesome by the way. My take-aways from that are here and here. I have a list of questions about Alibaba. I think they’re important but I don’t really have good answers for them (yet). So I thought I would throw them out to […]
From one of my standard talks on digital China. Given in Singapore in 2018. Video is below and Youtube link is here. 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 4: In Digital China, Get Ready for […]
在之前的文章中，我阐述了阿里巴巴在中国的发展历程。虽然这是零售市场的案例，但其实在许多中国的数字巨头身上也可以看到类似的模式。 这种演变到了下一阶段就成了“新零售”，而它又为这种模式带来了巨大的改变。但首先，我想就数字化中国和企业正在培养的数字化超能力发表几点看法。
