Business Strategy

Your Store Count Is a Vanity Metric. It’s Killing Your Supply Chain.

Scaling your store count doesn’t guarantee a viable supply chain—it often just scales your overhead. True competitive advantage isn’t found in vanity metrics, but in standardizing operations around concentrated, high-frequency demand. Supply chain isn’t just procurement; it’s the ultimate test of whether your business can extract multi-layer value from a single unit of traffic.

Parent Company Traffic Is a Poisoned Chalice. Just Ask Fliggy.

Fliggy’s existential crisis isn’t just losing to Ctrip. It’s the imminent risk of being reduced to a backend API within Alibaba’s unified AI ecosystem. When parent company traffic inflates your GMV but hollows out your brand mindshare, you’re not winning—you’re being prepared for cannibalization.

Sherline Is Closing. Your ‘Loyalty’ Is Killing The Makers You Love.

Sherline Tools is shutting down US production, and the maker community is grieving. But this isn’t just a COVID casualty; it’s the endgame of a niche manufacturer whose loyal community couldn’t offset structural economics. If your business model relies on emotional loyalty instead of open, sustainable ecosystems, your days are numbered.

Stop Treating Marketing Like Art. Treat It Like an Assembly Line.

Most stores fail at growth not because they lack ideas, but because they treat marketing like art instead of a system. Real, predictable growth comes from six steps: define a clear goal, check your foundations, match the method to the gap, build a process, assign daily actions, and review relentlessly. Creativity is a spark; execution is the engine.

The Best AI Model Won’t Win. Here’s Who Actually Will.

We’ve been conditioned to believe that the company with the smartest AI model wins the market. But after analyzing 34 top AI companies, a different truth emerges: model leadership is a financial trap. The real winners aren’t chasing benchmarks; they own the unavoidable bottlenecks or dominate defensible vertical niches. Stop obsessing over parameters and start asking who pays, why they keep paying, and what actually protects that revenue.

Your 1,000-Store Chain Is a Lie. Here’s What’s Actually Happening.

Most ‘successful’ chains are just collections of irreproducible individual successes. If your business model collapses without a rockstar store manager or a prime location, you don’t have a chain—you have a dependency. Here’s why traffic is no longer your moat, and why true scale means getting structurally lighter as you get bigger.

The AI Model War is a Trap. The Real Fight is Over the ‘Workflow OS’

The AI war is shifting from model intelligence to ecosystem integration. OpenAI, Anthropic, and Tencent are opening their Agent engines not out of generosity, but to lock in developers and capture task entry points before models commoditize. The real moat isn’t a smarter brain—it’s owning the Workflow OS.

DeepSeek Trained Her. Xiaomi Hired Her. Now She’s Burning Millions to Beat Her Old Boss.

Xiaomi just live-streamed its AI model training—cost counter and all. The mastermind? A former DeepSeek researcher now using Lei Jun’s billions to build a rival. This isn’t just about burning cash; it’s about the AI war shifting from conversation to action. DeepSeek trained her. Xiaomi armed her. The board just got a new queen.