This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The advantages for Coupang I mentioned are: Production Cost Advantage: Location […]
This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. His fundamental equation of value is: Value = M0*g*s*m = market scale * power M0 is Market at time zero. g […]
In this week’s lecture / podcast, I talked about how online retailers like early JD compete on different factors than marketplace platforms like Alibaba. JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18) Specifically, I said: Alibaba and marketplace platforms compete on: Cost and […]