Alibaba’s journey began as a simple B2B platform, but it quickly expanded to connect consumers with small merchants through Taobao. This virtual bazaar, closer to C2C than B2C, emerged as a response to eBay’s entry into China. In this article digital strategy consultant Jeffrey Towson details how Alibaba strategically built demand-side scale, focusing on core interactions and ancillary growth opportunities.
Category Archives: Digital Superpower: Enable a Platform
Alibaba’s 11 Growth Strategies (Tech Strategy – Daily Article)
I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that I think will change the trajectory of the company. This usually means talking with management when I can and following the investor days. A couple of years ago, Maggie Wu […]
Jeff’s 7 Digital Superpowers (Tech Strategy – Daily Article)
I have been giving you lots of frameworks and concepts. And after a while, it can all get kind of confusing. Is this new software critical for my business? Is this new business model going to seriously impact our industry? Is this like Amazon completely disrupting retail? Is this more like Mobike, which was nice […]
7 Reasons Digital Platforms Fail (Tech Strategy – Daily Article)
Uncover the underlying reasons behind the failure of digital platforms with Jeff’s Asia Tech Class. Gain invaluable insights into the seven key pitfalls that impede digital strategy success, empowering you to navigate the complexities of the digital landscape with confidence and clarity.
The Pros and Cons of Farfetch’s Global Luxury Marketplace (Tech Strategy – Daily Article)
My standard question is: What is the quality of the business? I go through lots of checklists for this. It generally takes me 40 pages of written notes to get through a basic assessment of company quality. But the simple version is: What is the market size and its growth? Is there a long-term secular […]
Alibaba, Amazon and the Power of Externalizing Capabilities (Tech Strategy – Daily Article)
I’ve mentioned externalizing capabilities as a strategic move many times. I thought I would detail that out. It’s common strategy in digital business models. And it has been very effective at Alibaba and Amazon in particular. Several years ago, I summarized the evolution of Alibaba’s platform business models in 7 graphics. The Rise of Alibaba […]
Audience Builder Platforms Are Really Powerful. So Why is Baidu Selling iQiyi? (Tech Strategy – Daily Article)
I’ve talked a lot about why KOLs and influencers are so important in a connected world. Live streaming and short video are currently the big focus of influencers, but this is a much larger phenomenon. So why is Baidu is selling iQiyi, China’s #2 video streaming platform? Consumers Are Networks It begins with this simple […]
My B2C Super Chart for “Ecommerce + Entertainment + KOLs / Influencers + Social Media” (US-Asia Tech Strategy)
I have one B2C “super chart”. It’s a bit ridiculous but stick with me. I think it is actually a good prediction of the future of B2C. The basic idea is that ecommerce is combining with entertainment. We see that in Taobao Live and TikTok already. And this is also being combined with social media […]
Why Digital Platforms Are So Powerful (Asia Tech Strategy – Daily Lesson / Update)
Strategy thinking has traditionally been focused on linear processes that create mostly tangible products and services. It’s a legacy of the industrial age when everything was mass production and assembly lines. Virtually every business model was a concentration of activities and assets to create value for one user group, which we call the customer. These […]
6 Digital Superpowers (and Runners-Up) for 2021 (Asia Tech Strategy – Daily Update)
It’s easy to get lost in all the factors and phenomena emerging as digital and data technology transform industry after industry. As I have argued before, there are actually four things happening at once: Accelerating digital transformation and / or disruption. New digital tools and data technologies keep emerging. There’s big data and AI. There […]