Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (Asia Tech Strategy – Podcast 97)

This week’s podcast is about assessing specialty ecommerce companies (i.e,. the anteaters) vs. the ecommerce giants (i.e,. the lions). Which will survive? Which will thrive? You can listen to this podcast here or at iTunes and Google Podcasts. Here is the link to the Q&A on Sept 7: Live Chat with Prof Jeff on Asia Tech Strategy Here […]

What Worries Me About Alibaba Long-Term (Asia Tech Strategy – Podcast 96)

This week’s podcast is about the recent political issues around China tech and Alibaba in particular. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update) Meituan vs. Ctrip vs. Alibaba: […]

4 Reasons Why Didi and Ctrip Should Merge (Asia Tech Strategy – Podcast 95)

This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China. You can listen to this podcast here or at iTunes and Google Podcasts. You can sign-up for my webinar next week on health tech at: Jeff’s Health Tech Update: What Matters Now – and What Doesn’t. Tickets, Thu, Aug […]

China Discussion with Kevin O’Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (Asia Tech Strategy – Podcast 94)

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]

How to Profit from Politics in China Tech (Asia Tech Strategy – Podcast 93)

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]