In Part 1 (here), I laid out how Alibaba has evolved in China. It was for a retail marketplace, but you can see a similar pattern in many of China’s digital giants. The next phase in this evolution is “new retail”, and it is changing this pattern in a big way (coming in Part 3). […]
I’ve been giving this talk a bit in the last six months. Retiring it but I think it holds up pretty well. I gave a version of it in Singapore in November 2018. Here is the link. I write and speak about digital China.