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 […]
Pinduoduo (PDD) has really stood out in digital – both for its ability to break into a market dominated by Alibaba and JD and for the stunning speed of its growth. Founded in 2015, PDD has grown to +800M users in six years. It grew to +$9B in revenue. Upon reaching a +$100B market cap, […]
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 […]
Pinduoduo is a Chinese e-commerce platform that has grown rapidly in recent years. The company’s unique business model, which focuses on group buying and social media, has helped it to reach a large number of users in China. However, Pinduoduo faces challenges from competition and regulation.
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 […]
Pinduoduo is a Chinese e-commerce platform that has grown rapidly in recent years. The company’s unique business model, which focuses on group buying and social media, has helped it to reach a large number of users in China. Pinduoduo’s target market is lower-income consumers who are looking for low-cost products. The company’s growth strategy has been to focus on rural areas and smaller cities in China.
In this class, Jeffrey Towson discusses how companies can develop digital superpowers to gain a competitive advantage. He compares and contrasts four companies in Asia that have successfully used digital technology to transform their businesses: Lazada, Grab, Luckin Coffee, and Hellobike. Towson argues that digital superpowers can be used to dramatically improve the user experience, enable a platform business model, create network effects, or provide other competitive advantages.