At Alibaba’s Investor Day, CEO Daniel Zhang outlined 11 growth stratgies. Five were under Domestic Consumption. The question for this class is which is the most effective of these? Which is most likely to succeed and move the needle? You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The […]
So Alibaba Investor Day was this week. Actually it was three days. And there were lots of presentations and publications. But people generally want to hear from Maggie Wu (CFO) and Daniel Zhang (CEO). Their two presentations on the final day are a big deal. I went through everything (so you don’t have to). And […]
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 […]
In this class, I talk about how online retailers like JD and marketplace platforms like Alibaba compete on different dimensions. You can listen here or at iTunes, Google Podcasts and Himalaya. Alibaba and marketplace platforms compete on: Cost and / or difficulty of entry – including the chicken-and-egg problem and the cost of the logistics […]