Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Asia Tech Strategy – Podcast 82)

This podcast is Alibaba’s 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a “product / service + commerce infrastructure” business. And whether ByteDance can break into Chinese ecommerce with an “attention + mini programs strategy”. It’s really a cool and important question. You can listen to this […]

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China’s New OMO Platforms: Alibaba, Sun Art and Beike (Asia Tech Strategy – Podcast 79)

This week’s podcast is about online-merge-offline (OMO) platforms. A business model that is just emerging in China. I talk about Sun Art Retail and Beike / Lianjia as examples. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the BCG article I mentioned. —–   Related podcasts and articles are: Lianjia and […]

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