China Connect Mornings - OnTheRoadToAI

Editor's Notes

1. VS US will have an internet penetration rate of 83.7% by the end of 2017 Alibaba has launched an initiative called “Rural Taobao,” which looks to establish “service centers” in 100,000 villages over the next few years. These centers provide far-flung villages with internet access and a computer.
2. Leapfrogged the « desktop internet »
3. BEYOND TIERS 2 &3 – Kuaishou sorte de Jackass fait un malheur – the rise of the chinese rural consumers > video & eCom and more https://www.wsj.com/articles/nfl-tencent-aiming-for-chinas-smartphone-screens-1503402991 to stream live games and other NFL content free of charge on mobile Follows a 2015 $500 million deal to become the NBA’s exclusive digital-streaming partner in China for five years. The NFL began a significant push into China around 2009. That year, it produced a 16-episode reality-television series—about a Taiwanese pop band exploring football culture in the U.S.—to raise awareness for the game among Chinese viewers.
4. https://www.wsj.com/articles/nfl-tencent-aiming-for-chinas-smartphone-screens-1503402991 to stream live games and other NFL content free of charge on mobile Follows a 2015 $500 million deal to become the NBA’s exclusive digital-streaming partner in China for five years. The NFL began a significant push into China around 2009. That year, it produced a 16-episode reality-television series—about a Taiwanese pop band exploring football culture in the U.S.—to raise awareness for the game among Chinese viewers.
5. https://www.chinatechinsights.com/report/180955105.html
6. https://www.chinatechinsights.com/report/180955105.html
7. https://www.chinainternetwatch.com/21925/mobile-data-h1-2017 Source: Criteo, iResearch, eMarketer; BCG analysis
8. M-commerce represent Preferred time of day for shopping mobile Devices according to teen/ adult mobile buyers in China, March 2015 (%of respondent) Source:www.emarketer.com
9. https://www.chinatechinsights.com/report/180955105.html https://www.youtube.com/watch?v=hYN3gozk4fo http://www.businessinsider.com/china-bingo-box-convenience-store-shanghai-melting-heat-2017-7?IR=T
10. +74% vivrait jusqu’ç 4 semaines avec moins d 13€ en poche - https://jingdaily.com/alibaba-tencents-fight-cashless/ https://qz.com/1049675/alibabas-cashless-week-to-boost-mobile-payments-is-angering-chinas-central-bank/ People’s Bank of China Some cities have been rolling out cashless payments, or working with Ant Financial to promote “cashless city” activities, during which some of the promotion themes and actions have interfered with the normal currency flow of the yuan. That has had a relatively big impact on society and created misunderstandings among the public. [Branches of the central bank] should immediately rectify and make guidance [to local commercial banks] on inappropriate wording and actions accordingly https://www.chinainternetwatch.com/22405/wechat-digital-bank-card/ From August 1-7, every day's first payment by WeChat Pay's users to any offline store, with the sign of No Cash Day, could have gotten them a random monetary reward up to 888 yuan ($133). On August 8, when users use WeChat Pay to make payments, they can spend the accumulated money rewarded to them over the previous seven days. In addition, they have the opportunity to get a direct discount on payments Meanwhile, WeChat Pay's rival Alipay, the third-party payment platform of Alibaba Group Holding Ltd, plans to spend 100 million yuan on rewarding its users. From July 20 to October 31, Alipay's users can receive a direct discount of less than 999 yuan every time they use Alipay to make payments to offline stores. All Alipay users can check the real-time balance of the original 100 million yuan on the home page of Alipay.
11. April 2017 Source: McKinsey N° of features by key app categories
12. http://www.wechat.com/en/ https://www.fungglobalretailtech.com/research/deep-dive-wechat-messaging-app-profitable-ecosystem/ https://www.aseantoday.com/2017/08/mini-programs-dying-fad-or-the-future-of-messaging-apps/
13. https://www.forbes.com/sites/quora/2017/06/20/is-wechat-pay-taking-over-alipay/#605e18d33a0b higher transaction amounts
14. https://youtu.be/1GdanTJ0sE0
15. https://youtu.be/1GdanTJ0sE0
16. https://youtu.be/1GdanTJ0sE0
17. This trend gives an unique opportunity for brands to finally break free from Tmall and JD.com, and start building a direct relationship with their customers.
18. https://www.chinainternetwatch.com/21925/mobile-data-h1-2017 Source: Criteo, iResearch, eMarketer; BCG analysis Value for money, reassurance, autenticity, quality choice of references,
19. Ofo (Alibaba) in China, Singapore, the U.K., America, Kazakhstan, Thailand, and Malaysia Ofo said to expand to 20 countries and regions by the end of 2017.
20. After e-scooters, umbrellas… With an easy phone scan, customers can book a nap in a sleek white capsule - designed to look like a space pod - for just 10 yuan ($1.50) for half an hour during the mid-day rush. The rate drops to only 6 yuan at other times.
21. With an easy phone scan, customers can book a nap in a sleek white capsule - designed to look like a space pod - for just 10 yuan ($1.50) for half an hour during the mid-day rush. The rate drops to only 6 yuan at other times. a digital ‘gym pod’ by http://www.misspao.com each mini gym houses a treadmill, a screen, air-con, an air purifier, and some small fitness accessories. The idea is, that there’s always one nearby. You find and book your workout pod with the Misspao app, scan a QR code to get inside, and pay from your smartphone (for a mere 2p a minute). with app-first on-demand booking.
22. Sept 2017: Xiamen-based app developer Touch announced Wednesday that it has started a limited trial run in Beijing Rentals cover 24-hours at 298 yuan ($45.5) or up to a week for 1,298 yuan and include an 8,000 yuan deposit. There are five models to choose from, including a "Greek bikini model," "US Wonder Woman," "Korean housewife," "Russian teenager" and "Hong Kong car race cheerleader." Users can choose hair and eye color, as well as their outfits, such as a nurse or teacher costume.  http://www.globaltimes.cn/content/1066394.shtml Choose a plastic partner for home delivery
23. Mobike (Tencent) : China, Singapore, Japan, the U.K., and Italy. Goal of expanding to 200 cities by the end of 2017 LimeBike website: 7 US cities Spin in Seattle, San Francisco, and Dallas
24. http://www.iresearchchina.com/content/details7_37190.html increased rapidly due to the pleasing climate and the increasing free bike riding activities. Moreover, bike sharing companies were improving their production capacity as well as operation and maintenance to facilitate more bike users.
25. http://www.iresearchchina.com/content/details7_37190.html Given the general picture of the market, the competition between Mobike and ofo will become fiercer and the key to edging out lay in refined operation and maintenance, the capacity to explore overseas and low-tier city markets as well as innovative products and marketing strategies.
26. http://www.wechat.com/en/ https://www.fungglobalretailtech.com/research/deep-dive-wechat-messaging-app-profitable-ecosystem/
27. https://chinachannel.co/cars-sold-wechat-fashion-blogger/ The answer, in China at least, is a lot.virtual stickers on chat apps.The cars sold were 100 limited edition bright turquoise MINI Coopers (see picture above). Each car having the recommended sales price of 285,000 RMB ($42,215). They were sold via the WeChat account of mega popular fashion blogger Becky Li (黎贝卡), picture below. nfortunately $42,000 is an amount far too high for the many limits on WeChat pay transactions. The customers had to make a deposit of 1,999 RMB ($300 roughly). With a dealer then contacting them to complete the purchase.
28. http://www.atimes.com/article/china-universities-teach-go-viral-online// Universities teach how to go viral online: They are known as wanghong – literally hot on the web – and they now represent an industry worth billions and so big it even has its own university curriculum. Internet consultancy Analysys International estimated China’s wanghong industry was worth 53 billion yuan (US$7.7 billion) last year and would double by 2018. Blogger incubators to find and groom wanhong
29. The cyberstar economy’ is alive and kicking… A new breed of sarcastic, skeptical online influencers from China’s “diaosi” (“loser”) subculturez http://www.allchinatech.com/papi-jiang-sells-her-first-advertisement-for-rmb-22-million/ Live streaming is a natural extension of time spent on social media consuming video on smartphones,, for the purposes of commerce. In April, an online-video star named Papi Jiang (Jiang Yilei), known for her sarcastic social commentary on her Weibo page, auctioned off her services as a spokesmodel to the highest corporate bidder. Chinese cosmetics retailer Lily & Beauty placed the winning bid—at $3.4 million—for which the company will receive a one-time promotion during one of Papi Jiang’s videos and mention on her social media accounts. Reports say that more than 500,000 people were watching the live video of the auction on Taobao’s live streaming platform. But in China, online social engagement and shopping behavior are so intertwined that Chinese shoppers rank their friends’ recommendations—both online and offline—as the most important factor in their online buying choices, s more and more brands start to get onto this trend, you’re going to see these live streams go from something less produced to something much more sophisticated and infomercial-like. It’s just one of the many ways in which China, and specifically Alibaba, are taking a medium that might seem sort of gimmicky in the West and turning it into something that can actually drive sales. http://www.alizila.com/cyber-celebrities-take-to-taobao-to-monetize-their-fame/ In less than six months, Papi Jiang has accumulated more than 7.7 million fans at her Weibo account, a Twitter-like micro blogging site. Her 40-plus videos have been watched more than 100 million times on various video websites. Industry insiders estimate that Papi Jiang's value may reach RMB300 million. “Papi Jiang,” as she is known, now has 23 million followers and product endorsements, including New Balance footwear and luxury watchmaker Jaeger-LeCoultre. http://www.chinadaily.com.cn/china/2016-03/21/content_23998555.htm http://www.scmp.com/news/china/society/article/1936629/online-celebrities- The phenomenon provides businesses with a powerful new, highly visual, promotional alternative and is eating into the business of Chinese internet goliath Baidu, which dominates online advertising. wanghong now influence up to 20% of online purchases
30. It’s online home shopping with the ability to purchase directly from the video in a seamless way that really doesn’t exist in the West Nearly 70% of more than 100 beauty brands with China operations are using live streaming as a marketing and advertising tool(L2) In the U.S., people are streaming events, performances, concerts, panel discussions. But they are not taking it the next step by saying ‘OK let’s generate some sales off this. China is ahead in this area. In China they are connecting entertainment and commerce online in a way that people haven’t figured out how to do well elsewhere. We’re looking at it strictly from the perspective of brands, but various participants are getting something out of this phenomenon. Brands are obviously getting exposure and generating sales, the celebrities and the hosts are obviously being compensated. Specifically for the cyber-celebrities or the KOLs, they can make significant money. Then from the consumer perspective, they are entertained and also informed about individual products. https://www.businessoffashion.com/articles/opinion/op-ed-chinas-ordinary-big-influence-papi-jiang-vlogger-2 he cultural resonance of more ‘authentic’ voices like Jiang — well-versed about everything from society to fashion but never arrogant — underlines a clear split from China’s“bai fu mei” (literally meaning “light-skinned, rich, and beautiful”) or gao fu shuai (the male version, literally “tall, rich, handsome”) online culture. Jiang describes a life that resonates with millions of Chinese millennials, one that includes frustrating relatives, parental pressure about money, relationship, and career prospects, and the annoyances of modern Chinese society. Diaosi culture in itself isn’t new, but what the rise of low-key stars like Jiang indicates is that it is taking over a certain youth demographic — and that has implications for the fashion industry, which has spent years (and a fortune) chasing Chinese celebrities and paying bloggers in the hopes of boosting sales.
31. http://www.wechat.com/en/ https://www.fungglobalretailtech.com/research/deep-dive-wechat-messaging-app-profitable-ecosystem/
32. 600 international brands streamed live broadcasts on Tmall
33. Buy+ allows consumers to shop in a virtual environment with 360-degree views using a VR headset and two hand controllers Beta : July 2016 +Visit Macy’s during 11.11 “VR and AR devices are going to be the next big thing after the computer and mobile phone, and Alibaba is committed to making VR the premium shopping experience of the future, http://www.alizila.com/consumers-get-first-peek-alibabas-buy-vr-store/
34. https://www.emarketer.com/Article/Five-Insights-Chinas-Virtual-Reality-Sector/1016179
35. VR Arcades
36. Breaking misconceptions on China
37. https://mobile.twitter.com/Baidu_Inc/status/905084859617607680/video/1
38. lauds progress in mass entrepreneurship, innovation
39. lauds progress in mass entrepreneurship, innovation
40. http://brandz.com/admin/uploads/files/BZ_Global_2017_Report.pdf
41. First Time: 5 of the Top 10 brands are market-driven. Market-driven brands are 50% of the value of brandZ China Top100 Top 100 Total Value brand increased 13%
42. Gionee
43. Smartphone
44. Headline News APP powered by AI and Big Data Analytics Meituan-Dianping, world’s largest O2O platform World’s largest mobile transportation platform
45. http://lab.toutiao.com/
46. Combining group buying with restaurant deals and ride sharing- which is akin to a mix of Yelp and Groupon Meituan-Dianping has morphed in China from a Groupon-like service offering group discounts to then offering dining deals and travel excursions to now offering a ride sharing service. https://www.reuters.com/article/us-meituan-dianping-fundraising/chinas-meituan-dianping-aims-to-raise-up-to-5-billion-from-tencent-others-source-idUSKBN1AJ0OH opened its first offline concept store last month, where consumers can go and buy grocery items and seafood using the company’s app. It also looks to expand its base of strategic partners and invest in backend technology, small-scale ride-hailing services as well as in the travel ticketing business, Chen said. Dianping: Dianping was founded in Shanghai in April 2003 as the very first website worldwide providing independent consumer reviews on local services. Today Dianping is China's leading O2O (Online To Offline) platform for urban service.  in addition to merchant information and consumer reviews, Dianping also offers group-buying, online restaurant reservation, take-out service, e-coupon promotions, and other online to offline services. With over 200 million accumulated users, Dianping APP has become an indispensable smartphone APP for Chinese consumers, and the most powerful online partner for local businesses
47. https://m.youtube.com/watch?v=G9uPGoN0dvQ&t=6s
48. Qingdao Beer Festival in Shandong, China, 1007 robots, by UBTECH Robotics Corp. 1,069 robots broke a Guinness World Record for the "most robots dancing simultaneously" in Guangzhou ... The humanoid machines were created by WL Intelligent Technology.
49. 1,000-drone performance to mark the end of the Lunar New Year. https://www.youtube.com/watch?v=5LdaWMNKUHs&feature=youtu.be Et anecdote: https://www.nytimes.com/2017/09/10/business/china-electric-cars.html?mcubz=3 Livraison food ds université
50. http://usa.baidu.com/adu/ http://money.cnn.com/2017/07/06/technology/baidu-robin-li-driverless-car-illegal/index.html Baidu heads aims to mass producing for 2021
51. https://www.nytimes.com/2017/09/10/business/china-electric-cars.html?mcubz=3
52. 1/ defeat of Lee Se-dol, a South Korean master of the board game Go, by Google’s AlphaGo 2/ The Google artificial intelligence program AlphaGo defeated the world’s top Go player, Ke Jie of China, in May Live video coverage of the event was blocked at the last minute in China. China wants to integrate A.I. into guided missiles, use it to track people on closed-circuit cameras, censor the internet and even predict crimes. be at the same level as leading countries like the United States by 2020.
53. https://www.youtube.com/watch?v=RNpio2zhffI
54. 1/ defeat of Lee Se-dol, a South Korean master of the board game Go, by Google’s AlphaGo 2/ The Google artificial intelligence program AlphaGo defeated the world’s top Go player, Ke Jie of China, in May Live video coverage of the event was blocked at the last minute in China. China wants to integrate A.I. into guided missiles, use it to track people on closed-circuit cameras, censor the internet and even predict crimes. be at the same level as leading countries like the United States by 2020.
55. https://www.technologyreview.com/s/603070/a-chinese-internet-giant-enters-the-ai-race/ http://www.scmp.com/tech/china-tech/article/2072692/chinas-first-deep-learning-lab-intensifies-challenge-us-artificial Regarded as one of the most exciting and fastest-growing areas of AI, deep learning - a subdivision of machine learning - involves feeding data through virtual neural networks designed to mimic the human brain’s decision-making process, in order to solve problems and recognise images and sounds. It is seen by many as the key to elevating AI to something approximating human intelligence, and is already credited with major breakthroughs in technologies such as voice recognition in smartphones.
56. https://www.technologyreview.com/s/603070/a-chinese-internet-giant-enters-the-ai-race/ http://www.scmp.com/tech/china-tech/article/2072692/chinas-first-deep-learning-lab-intensifies-challenge-us-artificial Tencent opened a research lab in Seattle in April 2017, in addition to its AI lab (Tencent Artificial Intelligence Laboratory) launched in April 2016. The Tencent AI lab is missioned to “Make AI everywhere”, with four areas of focus – computer vision, voice recognition, natural language process and ML
57. SMART SPEAKER https://venturebeat.com/2017/08/19/baidus-ambitious-plan-for-everyone-on-this-planet-to-use-its-conversational-ai/ https://asia.nikkei.com/Business/AC/Baidu-s-talking-translator-gives-tourists-a-hand https://www.youtube.com/watch?time_continue=129&v=zXBlgjc3nTA https://dueros.baidu.com/ In January, Baidu joined Ainemo to debut a conversational computer Xiaoyu Zaijia (“Little Fish” in English) with DuerOS inside. The device, with a tablet-thin screen and large camera, operates much like an Amazon Echo Show; it uses facial recognition to see users and swivels to ensure the computer is always facing the user. DuerOS It’s now available in more than 100 appliances like smartphones, televisions, refrigerators, and washing machines. Baidu announced it had acquired Kitt.ai, a creator of bots for chat apps like Facebook Messenger, 
58. http://usa.baidu.com/adu/ http://money.cnn.com/2017/07/06/technology/baidu-robin-li-driverless-car-illegal/index.html Baidu heads aims to mass producing for 2021
59. https://asia.nikkei.com/Business/AC/Baidu-s-talking-translator-gives-tourists-a-hand
60. http://www.thedrum.com/news/2017/06/20/alibaba-using-ai-create-tailor-made-shopping-experiences Alibaba has begun using AI technology to upgrade business sectors such as finance, shipping, healthcare and entertainment Alibaba Cloud, has developed a number of initiatives to help China’s healthcare industry, including the development of AI-based tumor diagnosis
61. https://bot.tmall.com/#1
62. https://www.technologyreview.com/s/603070/a-chinese-internet-giant-enters-the-ai-race/ http://www.scmp.com/tech/china-tech/article/2072692/chinas-first-deep-learning-lab-intensifies-challenge-us-artificial Tencent opened a research lab in Seattle in April 2017, in addition to its AI lab (Tencent Artificial Intelligence Laboratory) launched in April 2016. The Tencent AI lab is missioned to “Make AI everywhere”, with four areas of focus – computer vision, voice recognition, natural language process and ML