I was having an interesting discussion with a friend in China over a certain recent event. He said “Chinese thinking: Why are you meddling with my business? You are deliberately provoking conflicts. I must push you back or I will look weak!” This comes from a Chinese saying: 各人自扫门前雪,莫管他人瓦上霜 : Everyone swept the snow in […]
Sino-US relationship
Most Americans think US engagement with China starts with President Nixon. But Sino-US history goes back as far as back as the American Revolution and before that. In the 17th century, China was already trading with the US, then a U.K. colony. Tea, silk, and porcelains were imported from China. After independence, the US became […]
Notes on Chinese Economy 2018
明白就明白。不明白再解释也不会明白。 2012 Anti-corruption campaign (反腐:不作为、央企民企脱钩) 2013 Circular No. 9 (9号文:质疑改革开放) 2013 Back to Real economy (回到实体经济:金融退场) 2014 Property market slowdown (房地产降温:地方政府没钱) 2015 Chinese stock market turbulence (股灾:一天回到解放前) 2016 Beidaihe signaled only SOE is favoured (北戴河:国进民退) 2017 Deleveraging (去杠杆:借不到钱) 2017 Arrest of high profile businessmen (抓钱袋子) 2017 19th Politburo – New Era (19大后新时代:政治博弈改金融博弈) 2018 Tax collections […]
Why Chinese “lies” …
For my friends who wonder why Chinese can lie with a straight face, watch this video to get inside the mind of a Chinese … pic.twitter.com/NVZNXl084O — James Seng (@jseng) June 8, 2018
A Collision of Expectations
This article is written as the contribution to GIIC as their commissioner. The world’s economy is quickly approaching a potential crisis, and the impact could be far reaching. The crisis stems from a collision of conflicting expectations involving one of the largest economies ever, and includes tangible, large-scale impacts on real communities. At this late […]
”为什么来拉萨?”
”为什么来拉萨?” 哥们多次邀请我去拉萨,因为工作原因次次推迟。所以周日我到拉萨,完成多年前给哥们的承诺。同时也希望能为西藏祈祷和平。 然而,上飞机前的痛风,下飞机后的高原反应,缺氧、呼气困难、胃口不好、痛疼、感冒、肺水肿。导游说所有可能有的高原反应我都中了。 拖拉行李,一半都是药。 ”为什么来拉萨?” ”西藏是个神秘的地方,有着灿烂的阳光,洁白的云朵,纯净的天空,稀薄的空气,连绵的雪山,安静的湖泊。“ 这里风景太漂亮了。这5天走过拉萨(罗布林卡和大昭寺)、纳木错、桑耶寺、 雍布拉康、羊湖。如果自己开车自驾游,路上的风景美如画。 然而,缺氧的感觉就是困。路途上大部分时间都在睡觉。而且缺氧严重感觉好像要死掉了。高原走起路来感觉老了20岁,上一层楼梯都会喘不过气。在蓝天白云绿水的纳木错,一步一步慢慢走着,一手拿着手机拍照,另外一只手拿着氧气筒。 风景再美,也无福消受。
What is “China’s Citizen Scores”?
By now, many people have heard of the implementation of China’s “Citizen Scores” that has been making rounds. I become curious and did some investigation of my own. As a boy scout as a kid, we used to play a game around campfire. The adult would form two teams and make two lines with 10 […]
What’s going on in China domain name industy?
Recently, there have been a lot of noise about China tightening control on new top levels and how it could severely damper domain names registrations in China and one should make preparation for the worst. Initially, I tried to stay out of this as I know all the players behind this. But given there are […]
China New Economy : 互联网+第三版
David Conrad,ICANN CTO是我多年的朋友。David可算是第一代互联网的前辈的前辈。在很多人都不知道互联网的时候,他担起全亚太区的IP分配工作(APNIC),哪个ISP/IDC需要IP地址给多少他一个人说人算,可算是亚太区的Jon Postel。 我与David认识近20年,上周他来北京我们一起吃饭。我们聊起中国”互联网+”的口号和三版对于互联网公司的疯狂。对于我们这个经历第一代互联网的dot-com泡沫,第二代web 2.0的时代,到第三代移动社交互联网的世界,中国互联网+第三版就好比第一次NASDAQ Dot-Com的泡沫。 NASDAQ 1994-2005经历过1994-2004年的互联网的时代的人都会记得这个奇妙的时代。当年的股市对于互联网公司的疯狂,公司成立不到一年半载,卷商就猛追着塞钱给公司,尽快上市。只要有些互联网故事,成长速度快,不管赚钱不赚钱,就有大把的投资者追着公司投资。当年如果有人说这个是泡沫,很多分析师就会把这个人打下,说他不懂互联网,不懂”New Economy”。 那时候有很多奇妙的公司如webvan.com,96年成立,99年上市融3.75亿美金(估值48亿),01年破产。还有98年成立的pets.com, 99年NASDAQ上市,破产时候只有268天的公司。我也经历过那个疯狂。99年我成立的公司,2000年融资2400万美金,01年卷商估值5亿美金推我们上NASDAQ。当时董事会认为没有10亿美金估值不上,所以没上市。
传统企业互联网转型
正和岛的朋友大家好。很荣幸被邀请在这个群内与大家分享与交流。今天我要说的话题是「传统企业互联网转型」。 在开始之前。。。 一,在过程中,我将稍作暂停以便大家提出意见与问题。我希望这是个互动交流。三人之行,必有我师。我更希望能有互动也能向各位学习。 二,我会分享预先准备的演讲稿。交流完毕后会整理发给大家。我也会把内容发布在网上微博微信。为了保证各位的隐私,我不会发布各位在群内的互动内容,所以请大家放心畅所欲言。 三,今天参与的这个互动我仅代表我个人意见。 好的,言归正传:「传统企业互联网转型」