Alibaba’s 3 OMO Lessons for Brazil’s Magalu (2 of 2) (Tech Strategy – Daily Article)

Jack Ma coined the term “new retail” in China in 2016. The idea was to merge the physical and digital assets of retail into one seamless, data-driven customer experience. Really, his term “new retail” was about online-merge-offline (OMO), a phenomenon we can see in lots of industries. Under the banner of new retail, Alibaba made […]

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Snowflake, Alibaba and My 3 Favorite Cloud Business Models (Tech Strategy – Podcast 141)

This week’s podcast is about cloud business models. It’s a complicated and evolving subject. But I am trying to identify good cloud business models that aren’t obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available […]

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Alibaba’s 11 Growth Strategies (Tech Strategy – Daily Article)

I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that I think will change the trajectory of the company. This usually means talking with management when I can and following the investor days. A couple of years ago, Maggie Wu […]

Jack Ma (and Alibaba) Dreamed of Turning SMEs into Multinationals – Globally (2 of 2)

I’ve been sitting around this week (sick) and reading about what Jack Ma has been doing. He has been out of Alibaba for several years. Ant financial has been structured. The Chinese government issues have quieted down. And Jack appears to be mostly hanging out in Tokyo. Staying low key. I’m interested to see what […]

What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)

This week’s podcast is about Amazon vs. Alibaba and Pinduoduo. There are some important strategy differences between the ecommerce leaders of the US and China. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily […]

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The Secret Engine of Alibaba’s New Retail Is “Uni-Marketing” (Tech Strategy – Daily Article)

“New retail”, coined by Alibaba, was probably the least creative business term ever. But it was a big idea. You combine online and physical retail into a seamless, data-driven consumer experience. It is giving rise to new business models, from transformed supermarkets and cashier-less convenience stores to automated package pickup centers and re-imaged department stores. […]

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): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]

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