JD Logistics, Coupang and Entry Barriers That Even Tech Can’t Breach (Asia Tech Strategy – Daily Lesson / Update)

Competitive moats (i.e., structural advantages) tend to be viewed as one thing. But it is usually two. And it is helpful to view it this way when looking at the impact of various digital tools. Here is how I separate it. Competitive advantages Barriers to entry and other soft advantages See the green part below. […]

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

How Coupang Is Building a Competitive Fortress in South Korea (Asia Tech Strategy – Podcast 70)

This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The advantages for Coupang I mentioned are: Production Cost Advantage: Location […]

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