Blog Archives - Schulte Research

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East vs West: AI and National Security

A national commission headed by Eric Schmidt of Google made a series of recommendations to keep pace with China’s massive investment in AI as well as its significant strides in public-private cooperation. After reviewing the commission’s report as well as another report by the Congressional Research Service on AI, we conclude that the US intends to go down a road of “China-lite”. It just might be capitalism with socialist characteristics. The summary PDFs can be found [...]

Paul Schulte

January 4, 2020

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Blog

The China Big Bang begins.

These two charts show a big problem. There’s too much cash chasing yields while the fourth largest bond market globally (China) has only 1.5% of its bonds owned by foreigners. So, a record $10 trillion in govt bonds have negative yields & negative yields destroy banks. The opening of China is vital for both China & the world. The China Big Bang begins.

Paul Schulte

April 8, 2019

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Blog

Cloud & Smart Industries Business Group (CSIG) represents Tencent’s restructuring efforts to focus on bundling services together

The expanded cloud business for Tencent is Alicloud lite — but Tencent seems to be taking a turn into education, healthcare and robotics.

Paul Schulte

April 3, 2019

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Blog

Tencent’s restructuring introduces Platform & Content Group (PCG)

The Platform and Content group is mobile internet, online media and social network combined. Combining video, data analysis, and marketing. Impressive.

Paul Schulte

April 1, 2019

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Blog

Encroaching into a plethora of offerings, WeChat is the centre of the ecosystem war.

Tencent is smartly gluing apps onto WeChat. Zhihu does trends. Keep does fitness. Huya does live video. Pinduoduo is a smash hit.

Paul Schulte

March 27, 2019

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Blog

Third company wide restructuring by Tencent adds PCG & CSIG

Here’s the new face of Tencent. PCG is platform and content group. CSIG is SME Cloud group. Keeping up with the Joneses? Is Tencent is playing catchup with Alibaba? Better late than never.

Paul Schulte

March 25, 2019

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Blog

Rapid adoption by SMEs and enterprises catapult Dingtalk’s growth in recent years

When I saw Alibaba’s team in Beijing a few years ago, they were just rolling out Dingtalk. It had only 2.5 million users and they were quietly hoping to use this SME app and convert it to a payroll and working capital lending vehicle. Cut to three years later and it now has 100 mn. users and 43 mn. SME users — and 7 mn. enterprise users. Unparalleled execution globally.

Paul Schulte

March 20, 2019

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Blog

Mizuho Bank to leverage on Alipay channels to expand reach of “J Coin” to more users

The Bank of Japan may be the first central bank to launch a ‘sovereign crypto coin’. Oxymoronic? You bet. What the heck. This is the trend, Friend. Alipay and Mizuho will work together to launch this in anticipation of the 2020 Olympics.

Paul Schulte

March 18, 2019

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Blog

A100’s existing corporate partners

Alibaba’s A100 is the one to watch. It is a powerful corporate platform and is branching out to major brands like Starbucks, Nestle, P&G and L’Oreal to reduce costs, expand image, improve logistics and process data.

Paul Schulte

March 15, 2019

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Blog

Alibaba’s A100 leverages on cloud computing to become the new operating system for digitisation

Alibaba’s cloud business is increasingly spreading into the Far East to 3.3 bn people. It is the foundation of new retail, SME, entertainment, payments, logistics, and social media. It has awesome first mover advantage.

Paul Schulte

March 13, 2019

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Philosophy