Will JD Logistics Become a New Type of Ecosystem? (Asia Tech Strategy – Podcast 71)

This week’s podcast is about JD Logistics. It’s an interesting case of a capability becoming a service business. And maybe a new type of ecosystem. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The slides I mentioned for industry-specific solutions are: Related podcasts and articles are: Introduction to Innovation, Elon Musk and […]

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Will JD Logistics Become An Ecosystem? (2 of 2) (Asia Tech Strategy – Daily Update)

In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]

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JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)

Long-term investors search for high quality companies they can buy and hold. They ignore the near-term swings in stock prices and, instead, try to capture the larger creation of value in the enterprise over time. It’s a long-term wealth creation strategy. And it really works… …for a small number of companies. Yes, the results of […]

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Forget the “Alibaba Ecosystem”. It’s About Collaboration-Based Industries and Business Models. (Jeff’s Asia Tech Class – Podcast 56)

  Correction: I had Michael Jacobides’ name incorrect throughout this episode. My apologies. Podcasting while sick may not have been my best idea.   This week’s podcast is about starting to take apart the fuzzy idea of ecosystems. We have clear frameworks for pipelines and platforms. And linkedin business models and complemntary platforms. But the […]

Cocos, Gaming and an Introduction to Ecosystem Competition (Jeff’s Asia Tech Class – Daily Lesson / Update)

Last week, I wrote about Epic Games and the potentially large disruption coming from gaming engines. That article is below. How Epic Games and Game Engines Are Disrupting Media / Entertainment. (Jeff’s Asia Tech Class – Daily Lesson / Update) And you have probably heard about the epic (pun intended) fight between Apple and Epic […]

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