As businesses grapple with the escalating arms race for online demand, they must devise strategies to capture consumer attention and engagement in the age of digital abundance. The ever-increasing supply of products and services necessitates innovative tactics for customer acquisition, retention, and engagement. This article explores the dynamics of this competition, highlighting the importance of demand-side scale, the role of platform business models, and the criticality of filters and matching for online demand.
At the suggestion of a subscriber, I looked at Joy Spreader Interactive Technologies. It is a digital marketing company that rose on the back of China’s recent KOL / influencer frenzy. Joy Spreader itself is not that interesting of a company. And, to be blunt, there is very little I like about it from a […]
Kuaishou Technology went public in Hong Kong. From the IPO filing, the basic story is that Kuaishou does short videos and live streaming. It’s a video company. And these were the combined numbers reported at IPO: 305M average DAUs, in their apps and mini-programs in China. 769M average MAUs, in their apps and mini-programs in […]
Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]
In this podcast, Jeffrey Towson discusses whether Shopee, backed by Tencent, can beat Lazada, backed by Alibaba, in the Southeast Asian e-commerce market. He considers factors such as market share, investment, and strategy. For example, Shopee has a larger market share in Indonesia, while Lazada has a larger market share in Thailand.