How Ant Financial / Alipay is Building an AI Factory in Financial Services (pt 2 of 2)

In Part 1 (From Big, Dumb Bureaucracies to Zero-Human Operations (pt 1 of 2), I made the following argument: In the industrial age, enterprises were built on the advantages of scale. Companies went from workshops and small factories to big factories capable of mass production. Superior scale gave companies multiple advantages, including cost efficiencies and […]

How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (Jeff’s Asia Tech Class – Podcast 27)

  In this class, I talk about Meituan and the evolution toward more advanced types of services marketplaces. You can listen here or at iTunes, Google Podcasts and Himalaya. What Should Meituan Do?: Geographic expansion Focus on transportation services (i.e., Didi) Focus on hospitality services (i.e., Ctrip) Jump into an ancillary opportunity: Financial Services or […]

Alibaba and Cainiao’s Next Really Big Move: An Intelligent IoT Logistics Network (Pt 2 of 2)

In Part 1 (Why the #1 Business Solution to Coronavirus in China Is Live Streaming, Especially Taobao Live), I argued three big things are happening in digital China right now. Covid19 is radically altering the behavior of hundreds of millions of consumers (and businesses), resulting in what is being called the quarantine economy. Everyone is […]

Alipay’s Horizontal Attack on Meituan (Daily Update – Jeff’s Asia Tech Class)

One of the big digital China / Asia stories of 2019-2020 has been the movement of Alipay into services. And I don’t think people have quite realized what a giant Alipay (i.e., Ant Financial) has become in China and increasingly globally. From a recent article by Technode: In what Alipay CEO Simon Hu dubbed the […]

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Covid-19 Drives Live Streaming. But Private Traffic Pools Are the Solution. (Daily Lesson – Jeff’s Asia Tech Class)

Much of our discussion about digital platforms (Alibaba, Tencent, etc.) has been about their business models. And all their strengths, which are formidable. But I haven’t talked much about the experiences of the user groups on these platforms. What does this mean for merchants and brands selling on Alibaba? For restaurants on Meituan? For content […]

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My Alibaba “E-Commerce + Entertainment + KOL / Influencer + Social Media” Super Chart (Daily Lesson – Jeff’s Asia Tech Class)

In Podcast 19 (How the Coronavirus Quarantine Economy Is Supercharging Taobao Live), I went into how social media and KOLs / Influencers are really important in Chinese e-commerce. And that live streaming is currently the white hot center of this, especially because of coronovirus. And I have one sort of super chart that summarizes all […]

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