JD Logistics vs. DHL in Smart, IOT Logistics (Asia Tech Strategy – Podcast 84)

This week’s podcast is about how “traditionally great” logistics businesses like DHL and ecommerce giants like JD Logistics are both doing major digital upgrades in logistics. It’s a big unknown but it all looks pretty attractive. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: JD Logistics and the Dream of […]

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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. […]

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Will JD Logistics Become a New Type of Ecosystem? (Asia Tech Strategy – Podcast 71)

This week’s podcast is about JD Logistics. It’s an interesting case of a capability becoming a service business. And maybe a new type of ecosystem. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The slides I mentioned for industry-specific solutions are: Related podcasts and articles are: Introduction to Innovation, Elon Musk and […]

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Will JD Logistics Become An Ecosystem? (2 of 2) (Asia Tech Strategy – Daily Update)

In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]

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JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 of 2) (Asia Tech Strategy – Daily Update)

I have been thinking about JD’s logistics operations for like 4 years. I visited a couple of their warehouses. I toured their robotics laboratory. And I am always looking for their cool logistics videos (see here or below). But it’s hard to see the whole system. Most logistics is behind the scenes. But JD Logistics […]

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JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)

Long-term investors search for high quality companies they can buy and hold. They ignore the near-term swings in stock prices and, instead, try to capture the larger creation of value in the enterprise over time. It’s a long-term wealth creation strategy. And it really works… …for a small number of companies. Yes, the results of […]

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