26 May 在智慧出行的数字层竞争
在过去几年中，出行服务在中国呈爆炸式增长，为日益城市化的社会提供了实惠便利的交通解决方案。目前在中国，大部分出行用户并不拥有汽车，这是对传统的汽车行业价值链的挑战，同时可能颠覆其根深蒂固的商业模式。...
21 Apr China’s plans for the electrified, autonomous and shared future of the car
The Economist, April 4, 2019 It does not need to have the best car companies to win the race The vehicles on Beijing’s boulevards offer little evidence that China has a car industry at all. Range Rovers seem to outnumber all the Havals, Changans and byds put together; you...
15 Jan Recognizing the growth in China’s auto market
Nikkei Asian Review, November 28, 2018 by Edward Tse and Bill Russo China is set to record its first annual decline in car sales in decades -- at least, if the downward trend of the last four months continues. Sales in the world’s biggest car market fell...
17 Dec Competing in the Digital Internet of Mobility
LinkedIn Pulse, December 2018 by Bill Russo, Bevin Jacob and Edward Tse In the past several years, mobility services have exploded in China, providing affordable and convenient transportation solutions to address the needs of an increasingly urbanized society. In a population where most mobility users are passengers,...
21 Sep Newer startups will address safety worries if Didi doesn’t
Nikkei Asian Review, September 18, 2018 After passenger deaths, Chinese ride service has to show it is not 'evil' by EDWARD TSE and BILL RUSSO Click here to to read the article at Nikkei Asian Review Didi Chuxing Technology, China's dominant ride-hailing service, pledged this month to invest 140...
25 Aug On Tesla’s Tail: Chinese Auto Startup Nio is Targeting Pole Position in the Luxury Electric Car Market
CKGSB Knowledge, Summer 2018 “Tesla wants to sell electric cars to individuals. Nio wants to do that and also to put people into the digital ecosystem of Tencent,” says Russo. “I’m bullish on China’ s path. The electrification and automation of transportation is going to be...
25 Jun Podcast: Automobility and the future of vehicles
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AmCham Shanghai China Voices, June 21, 2018 Today we’re joined by Bill Russo, founder and CEO of Automobility, a strategy and investment advisory firm helping companies navigate the automobile market’s disruptive shift from a vehicle-centric business model focused on hardware ownership to a mobility-centric model focused...
27 May Time for international carmakers to change partners in China?
Nikkei Asian Review, May 11, 2018 Working with local tech companies could be better option than going solo bu Bill Russo ad Edward Tse International automakers have earned hefty profits from China's emergence over the past two and half decades as the world's largest car market, yet have...
05 Apr Trade tensions hinder needed Sino-foreign co-innovation
The Hill, April 2, 2018 Click here to view this article at thehill.com For over three decades, the Chinese government has required foreign carmakers to form joint ventures with local companies in order to produce and sell cars in China. Foreign carmakers have done so in order to...
01 Apr How Industry 4.0 Enables China’s Automobility Revolution
LinkedIn Pulse, March, 2018 Historical and China Context of Industry 4.0 To understand the origins of the term Industry 4.0, it is important to view it from a historical perspective. The invention of the steam-powered loom by Edmund Cartwright in 1784 marked the start of the first industrial...