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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Kingsoft Cloud and How to Think About Cloud Services in China (Asia Tech Strategy – Daily Lesson / Update)

I’ve been trying to get a handle on the growth and development of cloud in China. But the four companies that account for about 80% of infrastructure spending (Alibaba, Tencent, Baidu and Huawei) don’t really publish many cloud details in their financials and filings. Fortunately, Kingsoft Cloud has gone public as a stand-alone China cloud […]

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

This week’s podcast is about the recent political issues around China tech and Alibaba in particular. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update) Meituan vs. Ctrip vs. Alibaba: […]

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