Pando

The China Desk

  1. In six years, Kai-Fu Lee says China has gone from mere copy cats to potential global AI domination. What changed?

    How demographics, access to capital, tech behemoths, and all that data could finally propel China ahead of the Valley.

    By Sarah Lacy , written on

    From the China desk

  2. Alibaba: We're a data company (But don't compare us to Amazon!)

    Retail is for suckers. A data-driven platform that caters to those same suckers is where you really want to be.

    By Kevin Kelleher , written on

    From the China desk

  3. By Sarah Lacy , written on

    From the China desk

  4. It’s not the Indian government Ola and Flipkart need to be asking for favors: It’s the Indian consumers

    Everything the two top Indian companies got wrong last week about China, protectionism, and startups.

    By Sarah Lacy , written on

    From the China desk

  5. By Sarah Lacy , written on

    From the China desk

  6. Didi has long been the largest ridesharing company in the world. Now it’s also the second largest ecommerce platform in China

    Didi does eight times as many rides per day as all of North America. Meanwhile, Uber is bleeding out billions trying to make a dent.

    By Sarah Lacy , written on

    From the China desk

  7. Uber claims 30% market share in China, to Didi's... 80%

    It seems that, once again, Uber hasn't told the truth about something. I know. I am as shocked as you are.

    By Sarah Lacy , written on

    From the China desk

  8. Finally, Yahoo has some good news for shareholders: Things could be worse

    No, really, that was the message between the lines of legalese in an SEC filing Yahoo made this week. Hang in there, things could be worse!

    By Kevin Kelleher , written on

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