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。
Some thoughts from the annual CES convention in Las Vegas. Video below and at Youtube here. Tencent Video pending. Music by Joakim Karud https://youtube.com/joakimkarud ——
阿里巴巴的发展实在让人感到困惑。 阿里巴巴的规模越来越大，业务也越来越多元化。在其他国家，还真没有像阿里巴巴这样的公司。比如，国外大多数的电子商务网站都还没有电影工作室和足球俱乐部。
So I’m waiting for a flight out of Las Vegas. Along with the +170,000 other people who attended the Consumer Electronics Show (CES) this year. It’s crazy. The CEO of Delta Airlines said they added an additional +30 daily flights to Las Vegas for the event. Crazy. I was here for five days and attended […]
In Part 1 (here), I laid out how Alibaba has evolved in China. It was for a retail marketplace, but you can see a similar pattern in many of China’s digital giants. The next phase in this evolution is “new retail”, and it is changing this pattern in a big way (coming in Part 3). […]
2018年“双11”，我在阿里巴巴后台度过了很棒的两天。不只参加了晚会，我还参观了公司，和管理层进行了交谈。与此同时，全球最大的消费热潮正在如火如荼的进行中。
*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: […]