Ali earnings: E-commerce is the crown jewel, but services need polish

Daniel Zhang, Chairman and Chief Executive Officer of Alibaba, delivers a speech as company lists on the HKSE. (Image…


China tech is different, not exceptional

I am relatively fortunate to have built up a patchwork quilt of connections through my work, writing, and friendship…


What ever happened to Luckin's Yang Fei?

Luckin CMO Yang Fei (Image credit: Luckin) As Luckin Coffee gets its start on the NASDAQ, there’s a conspicuous absence…


Hello TransTech fuels Alibaba’s mobility ambitions

Share bicycles sit parked in Shanghai on March 22, 2019. (Image credit: TechNode/Cassidy McDonald) It’s rumored…


Hello Transtech: Alibaba's other, other unicorn

Share bicycles sit parked in Shanghai on March 22, 2019. (Image credit: TechNode/Cassidy McDonald) First there was…


Luckin may not last, but its model will

A worker strolls past a Luckin Coffee in Beijing on April 9, 2019. (Image credit: TechNode/Cassidy McDonald) I’ve spent…


From jail to java: How Luckin's CMO is hacking China's coffee market

(Image credit: TechNode/Shi Jiayi) Luckin Coffee, China’s convenience-focused Starbucks rival, is reportedly preparing…


Why it's time to wake up and smell the coffee on Luckin

(Image credit: Bigstock/Keitma-st) Luckin Coffee, China’s delivery-focused Starbucks rival that opened around 2,000…


JD, Jingdong, new retail, automated convenience store, robots, ecommerce

Why JD is tripping up in new retail race

Entrance to a JD unmanned convenience store. (Image credit: Michael Norris) JD, China’s largest retailer and second…


Growing in a mature market: Six directions for China’s tech giants

(Image credit: Bigstock/jpgon) As I wrote previously, China’s digital economy has reached a turning point. Before, new…