Alibaba’s 11 Growth Strategies (Tech Strategy – Daily Article)

I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that I think will change the trajectory of the company. This usually means talking with management when I can and following the investor days. A couple of years ago, Maggie Wu […]

How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (Tech Strategy – Podcast 139)

This week’s podcast is about AB InBev’s rapidly rising beverage delivery service Ze Delivery. I visited the facilities and spoke with CEO Rudolfo Chung. It’s a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here is one of the dark kitchens. ——– Related articles: Why I Really Like Amazon’s Strategy, […]

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Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (Tech Strategy – Daily Article)

For the past five years, I’ve been watching Alibaba pull farther and farther ahead of Amazon in its consumer offerings. Alibaba’s ecommerce products have integrated with entertainment, especially live-streaming (which is fantastic). Payment, credit and wealth management products were built upon Alipay. Ecommerce services, like food delivery and hotels, have been added with ele.me Social […]

Google, the NBA and Competitive Fortresses at the Top of the Pyramid (Asia Tech Strategy – Daily Lesson / Update)

In the past weeks, I have sent you multiple emails with various types of competitive advantages. Such as switching costs, network effects, purchasing economies and location and transportation cost advantages. The links are below: Walmart, JD and Purchasing Economies at Traditional and Online Retailers (Asia Tech Strategy – Daily Lesson / Update) Beer, Southwest and […]

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Tencent’s China Literature Biz, UGC as IP, and a Really Clever Audience Builder (Daily Update – Jeff’s Asia Tech Class)

This past week, I’ve been talking about TikTok and Alibaba’s Tudou-Youku as examples of “audience builder” digital platforms. These are +2 sided platform that connect content creators (who want an audience and other things) with viewers (who want entertainment or other types of content.) And I’ve argued that audience builders are actually more fluid and […]

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