Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (Tech Strategy – Podcast 131)

This week’s podcast is about rate of learning as a concept. That is the digital version of what was originally called the learning curve and the experience effect. Rate of learning has gone from an important idea in production-intensive products to a digital requirement. But the key question is when does rate of learning become […]

To access this post, you must log in as a member, purchase Subscriptions.

Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (Asia Tech Strategy – Podcast 83)

This week’s podcast is about the US-China DTC retailer Shein, which has rocketed upwards in the past months. Analysts are starting to pay close attention – but consumers have been noticing this company for a while. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The mentioned article by Packy McCormick and Matthew Brennan […]

To access this post, you must log in as a member, purchase Subscriptions.

Alibaba and How To Cheat in Innovation Marathons (Daily Update – Asia Tech Strategy)

In previous Daily Updates, I presented 4 slides that showed the evolution of Alibaba as a powerful marketplace platform. A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class) Alibaba and the Power of Externalizing Capabilities (Daily Update – Jeff’s Asia Tech Class) In the first one, I argued […]

To access this post, you must log in as a member, purchase Subscriptions.