7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Asia Tech Strategy – Podcast 107)

 This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters.

You can listen to this podcast here or at iTunes and Google Podcasts.

Here is my new book (released December 1):

My list of 7 things people are getting wrong about Singles’ Day:

  1. Business model is about building demand-side scale. This is also about economies of scale as a relative advantage.
  2. Operating model is about user-facing innovation that adds value.
  3. Consumer facing innovation is likely about live-streaming, metaverse and NFTs.
  4. Merchant-facing innovation is likely about R&D and financing.
  5. Physical assets have traditionally been about supply-side scale and building a barrier to entry.
  6. Alibaba is also separating supply side into a new business that is the “new infrastructure of commerce”.
  7. Singles Day is both a moonshot program and a yearly stress test for the company.

Here are the Digital Operating Basics

Here is the Alibaba slides for adding value to merchants.


Related articles:

From the Concept Library, concepts for this article are:

  • Digital Operating Basics: DOB2 Never-Ending Personalization and Customer Improvement
  • Network Effects – Demand side Economies of Scale
  • Ecommerce

From the Company Library, companies for this article are:

  • Alibaba


I write and speak about digital competition and China / Asia’s leading tech companies.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

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