Jeff Towson’s Podcast 147 provides a detailed comparison of Mercado Libre and Magazine Luiza (Magalu) in the Brazilian e-commerce market. The podcast delves into their individual strategies, offering unique tech insights. Tune in to understand the dynamics of this thriving digital retail landscape.
Years ago, I started mapping out the evolution of Alibaba with pictures. I was having a hard time keeping all the moving parts in mind. And I was becoming more and more convinced that digital company development is path dependent. What comes next depends on what just happened. Microsoft is only capable of its current […]
Grab recently held its 2002 Investor Day. They summarized their 1H results for 2022 and went through their current strategy, which is mostly about getting to operating profits. In my assessment, their push to operating profitability is mostly about 3 things: Growing revenue. Increasing efficiency (i.e., decreasing costs), especially in delivery. COO Alex Hungate’s presentation […]
Why do humans live in cities? And why does the urbanization rate of most countries keep increasing? Because there are lots of efficiencies when you put people and companies close together. Goods and services become cheaper and faster to distribute. Electricity, sewage, gas, and other infrastructure services become cheaper and easier to provide. And there […]
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 […]
In this podcast, Jeffrey Towson discusses the business models of Steam and Garena, and he explores how they are changing the gaming industry. He also discusses the future of gaming, and he provides insights into how businesses can succeed in this rapidly changing market.
I’ve written a lot about Ant Financial because I think it is a cool example of a zero-human operation. It’s has been built from as an AI factory where all the core processes are done by AI and software. It is my standard example of the SMILE Marathon for AI/Machine Learning. But Ant also has […]
I’ve been sitting around this week (sick) and reading about what Jack Ma has been doing. He has been out of Alibaba for several years. Ant financial has been structured. The Chinese government issues have quieted down. And Jack appears to be mostly hanging out in Tokyo. Staying low key. I’m interested to see what […]
I’ve mentioned externalizing capabilities as a strategic move many times. I thought I would detail that out. It’s common strategy in digital business models. And it has been very effective at Alibaba and Amazon in particular. Several years ago, I summarized the evolution of Alibaba’s platform business models in 7 graphics. The Rise of Alibaba […]
I have one B2C “super chart”. It’s a bit ridiculous but stick with me. I think it is actually a good prediction of the future of B2C. The basic idea is that ecommerce is combining with entertainment. We see that in Taobao Live and TikTok already. And this is also being combined with social media […]