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: […]
I was part of the “global influencers” group that was behind the scenes at Alibaba Singles’ Day 2018. It was pretty great. And I got to learn a ton about some of their latest initiatives. I vlogged the day. Here is part 1 (of 2). Part 2 is here. Video on Youtube here. And on […]
最近我参观了滴滴-99公司位于圣保罗的总部。在第1部分里，我讨论了司机需求和服务在巴西和中国有何不同之处。以下是两者之间存在的一些其他差异。
I had an awesome 2 days behind the scenes with Alibaba at Singles’ Day 2018. I got to attend the gala, visit companies and talk with management – all in the midst of the world’s biggest spending frenzy. Plus I got to meet some other “global influencers”, most of whom I had been reading for […]
On APEC meeting. Segments are here. Here and here.
中国的数字巨头在某种程度上正在走向国际舞台。
Hey. I’ve written 3 best-selling business books, two of which hit #1 (One Hour China, One Hour Consumer China). I’m starting to write a new book and am documenting / vlogging the process. Hopefully this will be of help to anyone working on a book – or thinking of doing so. Please follow along and […]
拜读李开复新书《人工智能超级力量》后，我得出了10点观后感。本文系其中的下半部分，前5项列于第1部分中。