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 […]
This is Part 2 about Pinduoduo and the idea of interactive / engagement-driven ecommerce. In Part 1, I discussed a recent whitepaper with its authors Elliott Zaagman (co-host the China Tech Investor podcast and a research and communications professional focused on China) and Matthew Brennan (Managing Director of the China Channel.) Their whitepaper on […]
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 […]
This is Part 1 about Pinduoduo and the idea of interactive / engagement-driven ecommerce. Our guests for this podcast were Matthew Brennan and Elliott Zaagman. Elliott Zaagman is co-host the China Tech Investor podcast and a research and communications professional focused on China. Matthew Brennan is Managing Director of the China Channel. We discuss […]
In this class, we go through 6 digital superpowers, which is a simple high-level checklist for when digital tools can significantly change the competitive dynamics of a business. You can listen here or at iTunes, Google Podcasts and Himalaya. Which of the 6 Digital Superpowers does the company have? If any. Dramatically transform the […]