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. […]
Category Archives: Ecosystems vs. Platforms
JD’s Emerging Competitive Advantages? (Asia Tech Strategy – 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 […]
Alibaba, Android and The Emerging Art of Ecosystem Management. (Tech Strategy – Podcast 57)
In this podcast, Jeffrey Towson discusses the emerging art of ecosystem management. He argues that ecosystems are more important than platforms in the digital economy, and that companies need to focus on orchestrating and managing their ecosystems in order to succeed. He compares Alibaba’s ecosystem to Android’s, and argues that both companies have been successful because they have created ecosystems that are open and collaborative.
Forget the “Alibaba Ecosystem”. It’s About Collaboration-Based Industries and Business Models. (Tech Strategy – Podcast 56)
In this podcast, Jeffrey Towson argues that the term “Alibaba ecosystem” is misleading, and that the company’s success is better explained by its focus on collaboration-based industries and business models. He discusses the importance of open and inclusive ecosystems, and provides examples of other companies that have been successful by following this approach. For example, Towson cites the success of Android, which has become the world’s most popular mobile operating system by creating an open and inclusive ecosystem that allows developers to create apps for a wide range of devices.
The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (Tech Strategy – Podcast 51)
In this podcast, Jeffrey Towson discusses the battle between Alibaba Cloud, AWS, and other cloud computing providers. He argues that the cloud computing market is still in its early stages, and that there is plenty of room for all players to grow. Towson believes that the winner of the cloud computing war will be the company that can best adapt to the changing needs of its customers.
What is Alibaba’s Best Growth Strategy? (Tech Strategy – Podcast 50)
In this podcast, Jeffrey Towson discusses Alibaba’s growth strategy and which of its 11 strategies is the most effective. He argues that Alibaba’s best growth strategy is to expand its digital economy user base and consumer wallet share. Towson believes that this strategy will allow Alibaba to continue to grow its market share and become the leading digital economy in the world.
How Epic Games and Game Engines Are Disrupting Media / Entertainment. (Asia Tech Strategy – Daily Lesson / Update)
The following link is to a 6 Part Primer for Epic Games by Michael Ball. Michael is a highly regarded thinker on US media and entertainment. And media is a space that tends to change quickly with digital. I encourage you to read this. You might have noticed Epic Games in the news lately: They […]
Can Xiaomi or Meitu Win as Platforms / Ecosystems? (2 of 2) (Tech Strategy – Podcast 44)
Xiaomi and Meitu are two Chinese companies that are trying to build platforms / ecosystems. Xiaomi has been more successful so far, but Meitu has a number of advantages that could help it catch up. It will be interesting to see who emerges as the winner in this race.
Xiaomi, Meitu and Why Platforms Fail (1 of 2) (Tech Strategy – Podcast 43)
Platforms are becoming increasingly important in the digital economy, but they are also very difficult to build and maintain. Xiaomi and Meitu are two Chinese companies that are trying to build platforms, and they are facing a number of challenges. Jeffrey Towson offers his advice for how to build a successful platform.