JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 of 2) (Asia Tech Strategy – Daily Update)

I have been thinking about JD’s logistics operations for like 4 years. I visited a couple of their warehouses. I toured their robotics laboratory. And I am always looking for their cool logistics videos (see here or below). But it’s hard to see the whole system. Most logistics is behind the scenes. But JD Logistics […]

How Coupang Is Building a Competitive Fortress in South Korea (Asia Tech Strategy – Podcast 70)

  This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side.    You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.   The advantages for Coupang I mentioned are: Production Cost […]

Cloud is the Big Unknown in Alibaba’s Growth (pt 2 of 2). (Jeff’s Asia Tech Class – Daily Lesson / Update)

This is Part 2 of two articles on Alibaba Investors Day. In Part 1 (Dissecting Alibaba’s 11 Growth Strategies), I wrote about their 5 growth strategies in “Domestic Consumption” (i.e., stuff Chinese consumers spend money on). But CEO Daniel Zhang also outlined 5 growth strategies for Alibaba Cloud. And their cloud business is what everyone has […]

Dissecting Alibaba’s 11 Growth Strategies. From Investor Day 2020 (pt 1 of 2). (Jeff’s Asia Tech Class – Daily Lesson / Update)

So Alibaba Investor Day was this week. Actually it was three days. And there were lots of presentations and publications. But people generally want to hear from Maggie Wu (CFO) and Daniel Zhang (CEO). Their two presentations on the final day are a big deal. I went through everything (so you don’t have to). And […]

Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (Asia Tech Strategy – Podcast 69)

This week’s podcast is about revenue scale and operating leverage in traditional companies vs. software vs. AI. And these things can be really different. Especially software vs. AI. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are the three factors I mentioned that interact for operating leverage: Revenue Operating profits Economic value […]

Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (Asia Tech Strategy – Podcast 68)

This week’s podcast is about Roblox and the question of whether this media type will really take off. And I argue this is an interesting evolution of the audience-builder platform.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is my audience-builder platform.   Here is the article I mentioned: ByteDance vs. Kuaishou: Innovator […]

ByteDance vs. Kuaishou: Innovator vs. Fast Follower Strategies for the China Attention Market (Asia Tech Strategy – Daily Update)

Kuaishou Technology is going public in Hong Kong. From the IPO filing, the basic story is that Kuaishou does short videos and live streaming. It’s a video company. And these are the combined numbers reported: 305M average DAUs, in their apps and mini-programs in China. 769M average MAUs, in their apps and mini-programs in China. +86 minutes in […]

The 3 Effects of Network Effects. Plus So-Young’s Cool Marketplace. (Asia Tech Strategy – Podcast 67)

This week’s podcast is about network effects. And I argue they are actually three effects at the same time. Plus some stuff about So-Young’s marketplace for services. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The 3-4 types of effects with network effects are: NE Competitive Advantage Barrier to Entry Other Competitive Advantages […]