In this episode of the Tech Strategy Podcast, Jeff Towson discusses JD.com’s big play for the low-cost market of China. He provides insights into the implications of this move and how it fits into JD’s overall strategy. Towson’s analysis sheds light on the competitive landscape of the Chinese e-commerce market and the challenges and opportunities facing JD.com.
Alibaba.com is attempting to both digitize and democratize global trade, and to dramatically expand it from large companies to small and medium enterprises (SMEs). They are starting to enable SMEs to act like MNCs in terms of cross-border transactions. They are developing tools such as a mobile app that lets you search for products globally, and a platform that provides logistics and delivery services.
Uncover the strategic vision of Alibaba.com as it forges ahead with its ambitious initiative to construct a massive global e-commerce platform. Delve into the strategic implications and future prospects in the first part of this captivating series by Jeff Towson, offering a unique perspective on Alibaba’s groundbreaking endeavors in the e-commerce landscape.
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 […]