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

In this podcast, Jeffrey Towson discusses how specialty ecommerce companies can thrive against the giants. He identifies five key factors for success: differentiated user experience, competitive logistics, strong competitive advantage, clear path to operational cash flow, and avoidance of markets and situations that are attractive or strategic for the major ecommerce companies. He argues that specialty ecommerce companies can succeed by focusing on specific niches and providing a superior user experience.

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

In this podcast, Jeffrey Towson discusses his concerns about Alibaba’s long-term prospects. He argues that the company is facing increasing competition from domestic rivals, regulatory scrutiny, and a slowing Chinese economy. He believes that Alibaba will need to make some significant changes in order to remain competitive in the years to come.

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

In this podcast, Jeffrey Towson discusses 4 reasons why Didi and Ctrip should merge. He argues that a merger would create a more dominant player in the Chinese travel market, allow the companies to better compete with global rivals, and save money on costs. Towson believes that a merger is the best way for Didi and Ctrip to achieve their long-term goals.

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

In this podcast, Jeffrey Towson and Kevin O’Leary discuss China’s digital economy. They talk about the role of the state in China tech, the standard digital playbook, and Foodpanda’s growth strategy. Towson believes that China is the most important market for digital businesses in the world, and O’Leary is bullish on the future of China tech.

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

In this podcast, Jeffrey Towson discusses how to profit from political involvement in China tech. He shares his insights on how to identify companies that are likely to benefit from government policies, and how to manage risk in this uncertain environment.