The market capitalization Square has exceed $100B, which makes it about 1/3 of what Ant Financial / Group was expected to list at (prior to delay). Both companies are using platform business models to invade and expand the payment and financial services space. Fortunately, Ant is further along this trajectory and offers some interesting insights […]
In this podcast, Jeffrey Towson discusses the emerging art of ecosystem management. He argues that ecosystems are more important than platforms in the digital economy, and that companies need to focus on orchestrating and managing their ecosystems in order to succeed. He compares Alibaba’s ecosystem to Android’s, and argues that both companies have been successful because they have created ecosystems that are open and collaborative.
In this podcast, Jeffrey Towson discusses Alibaba’s growth strategy and which of its 11 strategies is the most effective. He argues that Alibaba’s best growth strategy is to expand its digital economy user base and consumer wallet share. Towson believes that this strategy will allow Alibaba to continue to grow its market share and become the leading digital economy in the world.
The IPO filing I have been waiting two years for finally arrived. Alipay / Ant Financial (now called Ant Group) has filed. And their +600 page prospectus is just a fantastic read. But it’s a lot. I have 40 pages of notes. So I thought I would begin with some of the key points. This […]
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.