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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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jeffrey towson at JDcom

Published November 27, 2017 at 1440 × 1080 in JD’s 4 Game-Changers in Chinese E-Commerce (Pt 2 of 5)
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Categories

  • 4 Terrains and Strategies (BCG): Predictable vs. Malleable
  • 6 Levels of Digital Competition
  • 7 Powers
  • 9 Questions
  • 99
  • AB InBev
  • Access vs. Owner Businesses
  • Activist Investing (Ques 5)
  • Adaptation and Resilience
  • Adobe Inc.
  • Africa
  • AI – Cheap and Fast Prediction
  • AI Service Business Model
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  • ByteDance
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  • Capabilities
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  • Carl Icahn / Icahn Enterprises
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  • Catalysts (Ques 5)
  • Central Group
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  • China
  • China Digital Consumer Network
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  • Cloud Services
  • Cocos
  • Coinbase
  • Combinatorial Innovation
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  • Company Quality, Industry, and Terrain (Ques 1-2)
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  • Complementary Platforms
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  • Composability
  • Compounding
  • Computer Vision
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  • Coordination and Transaction Costs
  • Core Competency
  • Cost of Capital and Hurdle Rates
  • Cost, Timing and/or Difficulty of Entry
  • Costco
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  • DOB7: Sustainable Cash Engine that Scales
  • Dominant Design and Architectural vs. Component Innovation
  • Ecommerce
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  • Economies of Scale and Scope
  • Ecosystem Orchestrator CF2
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  • Logistics
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  • Platform Types: Audience Builders
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  • Pop Mart
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  • Prince Alwaleed and Kingdom Holding
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  • Public Copy of Membership Content
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  • Searching Costs
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  • Services
  • Seth Klarman / Baupost
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  • Share of the Consumer Mind
  • Shein
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  • Skillz
  • Smartphones
  • SMILE Marathon
  • SMILE Marathon: Ecosystem / Platform Orchestration and Participation
  • SMILE Marathon: Hyper-Scale and/or Hyper-Growth
  • SMILE Marathon: Machine Learning, AI Factories and Zero-Human Operations
  • SMILE Marathon: Rate of Learning and Adaptation
  • SMILE Marathon: Sustained Innovation
  • Snowflake
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  • Tencent
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  • Tiktok / Douyin
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  • Tuya
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  • Uncategorized
  • Uncertainty Investing Approaches
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  • Unity
  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
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  • Wellsaidlabs
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  • Who is Selling and Why? (Question 4)
  • Willingness to Pay and Consumer Surplus
  • Word of Mouth and Virality
  • Worst Case Scenario (Question 9)
  • Writing
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  • Youku Tudou
  • YouTube
  • YTO
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  • Zhaopin
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  • Zoom
  • ZTO

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