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.
This discussion centers on the innovative digital business models developed by Walgreens and Ping An Good Doctor in the healthcare sector. These industry leaders have embraced digital transformation to establish new, compelling business models, each unique in its approach. The analysis will delve into three key areas: the economies of scale and scope, digital superpowers that lend competitive advantage, and the role of AI as a capability and potential learning platform.
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 […]
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 […]
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 […]
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 […]
In this article, Jeff Towson shares his experience of visiting the JD Qumei Furniture Store in China and discusses the future of new retail. He highlights the importance of creating a seamless online and offline shopping experience for customers and how JD.com is leading the way in this regard. Towson also talks about the role of technology in the future of retail and how it can be used to enhance the customer experience.
In this article, digital strategy consultant Jeff Towson shares his experience of visiting the JD Qumei Furniture Store in China and discusses the future of retail innovation strategy. He highlights the importance of creating a seamless online and offline shopping experience for customers and how JD.com is leading the way in this regard. Towson also talks about the role of technology in the future of retail and how it can be used to enhance the customer experience.
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, […]
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 […]