Forget Network Effects. Go for Switching Costs. (Asia Tech Strategy – Daily Lesson / Update)

I look for four types of competitive advantages on the revenue and demand side: Share of the Consumer Mind, Share of the Producer Mind and Customer / User Activity and Buying Behavior. Which contains lots of sub-types such as buying habits, branding and emotional attachment. And not just for consumers and B2B customers. But also […]

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An Update on Alibaba’s Growth Engines (Asia Tech Strategy – Daily Lesson / Update)

Alibaba just released its 2021 financials, along with management commentary. I don’t usually cover earnings announcements but I thought it was worth doing a quick update on status of their growth strategies. I wrote about Alibaba’s 11 growth strategies in the fall of 2020. At their investors day, management laid them out in pretty good […]

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Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Asia Tech Strategy – Podcast 82)

This podcast is Alibaba’s 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a “product / service + commerce infrastructure” business. And whether ByteDance can break into Chinese ecommerce with an “attention + mini programs strategy”. It’s really a cool and important question. You can listen to this […]

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What I Don’t Like About Alibaba (Asia Tech Strategy – Daily Update)

There is a lot to like about Alibaba (from a strategy and competition perspective). Massive, almost unprecedented, competitive strength. It’s a complementary platform and a digital-physical hybrid. That puts it at the top of my competitive strength pyramid. It is riding the mother of all secular trends – the rising wealth of Chinese families. And […]

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China’s New OMO Platforms: Alibaba, Sun Art and Beike (Asia Tech Strategy – Podcast 79)

This week’s podcast is about online-merge-offline (OMO) platforms. A business model that is just emerging in China. I talk about Sun Art Retail and Beike / Lianjia as examples. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the BCG article I mentioned. —–   Related podcasts and articles are: Lianjia and […]

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What is the Worst Case Scenario for Alibaba? (Asia Tech Strategy – Podcast 78)

This week’s podcast is about the current political risks around Alibaba. But also about the very important concept of Worst Case Scenario. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the Harvard Business Review case about Viva Macau. Here is the book I mentioned, Dead Companies Walking by Scott Fearon. Here […]

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Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)

A subscriber suggested I look at Sun Art Retail as a potential investment opportunity. And, wow, thanks for that. There is a lot of fascinating stuff going on with this company. First, the basics of Sun Art. An Intro to Sun Art Retail Group. Founded in 2000, Sun Art is a leading Chinese retailer with […]

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Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (Asia Tech Strategy – Podcast 72)

This week’s podcast is about JD Central in Thailand. I had an interesting visit and interviewed the CEO. And it raises a bigger point of whether China’s ecommerce giants can or will go international? You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The McKinsey & Co article I mentioned is here. Related podcasts […]

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