China tech is different, not exceptional

By Michael Norris

Aug 15, 20193 min read I am relatively fortunate to have built up a patchwork quilt of connections through my work, writing, and friendship circle. While I’m not holding myself up as someone who sips tea with Jack Ma on Tuesdays, I do have occasiona…

What ever happened to Luckin’s Yang Fei?

By Michael Norris

Jun 10, 20193 min read Luckin CMO Yang Fei (Image credit: Luckin)As Luckin Coffee gets its start on the NASDAQ, there’s a conspicuous absence in its corporate filings and press conferences. Yang Fei, Luckin’s CMO and one of the key architects of Luc…

Hello TransTech fuels Alibaba’s mobility ambitions

By Michael Norris

Jun 4, 20194 min read Share bicycles sit parked in Shanghai on March 22, 2019. (Image credit: TechNode/Cassidy McDonald)It’s rumored (Chinese link) that at a dinner attended by Ant Financial and Hello TransTech (formerly Hellobike) bigwigs, Ant Fina…

Hello Transtech: Alibaba’s other, other unicorn

By Michael Norris

May 21, 20193 min read Share bicycles sit parked in Shanghai on March 22, 2019. (Image credit: TechNode/Cassidy McDonald)First there was Alibaba, which boasted an IPO bigger than Google, Facebook and Twitter combined. Then there was Ant Financial, s…

Luckin may not last, but its model will

By Michael Norris

Apr 10, 20194 min read A worker strolls past a Luckin Coffee in Beijing on April 9, 2019. (Image credit: TechNode/Cassidy McDonald)I’ve spent a lot of the last month trying to understand Luckin Coffee. I’ve untangled how the convenience-focused upst…