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.

The Pros and Cons of Farfetch’s Global Luxury Marketplace (Jeff’s Asia Tech Class – Daily Update)

In my previous article on Farfetch, I asked the question of whether Alibaba or another Chinese company might buy the company – and at what price. And I did a brief introduction on Private Market Value (PMV). Which is basically a take-over price. Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia […]

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

3 Lessons in Conversational AI from JD’s Head of the Deep Learning (1 of 2)

I had a fascinating discussion with He Xiaodong of JD. He is the head of Deep Learning, NLP and the Speech Lab. And the Deputy Managing Director of JD AI Research. I did a podcast about this called Products with Personalities (Podcast 31) but I wanted to post some of his slides from our talk. […]

Covid-19 Drives Live Streaming. But Private Traffic Pools Are the Solution. (Daily Lesson – Jeff’s Asia Tech Class)

Much of our discussion about digital platforms (Alibaba, Tencent, etc.) has been about their business models. And all their strengths, which are formidable. But I haven’t talked much about the experiences of the user groups on these platforms. What does this mean for merchants and brands selling on Alibaba? For restaurants on Meituan? For content […]

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

Why the #1 Business Solution to Coronavirus in China Is Live Streaming, Especially Taobao Live (Pt 1 of 2)

Three big things are happening in digital China right now. The coronavirus is radically altering the behavior of hundreds of millions of consumers (and businesses), resulting in what is being called the quarantine economy. Everyone is trying to move from in-person to digital interactions. This shift to digital interactions is supercharging and rapidly evolving China’s […]

How the Coronavirus Quarantine Economy Is Supercharging Taobao Live & the China Digital Consumer Network (Jeff’s Asia Tech Class – Podcast 19)

In this class, I talk about how live-streaming and KOLs (especially Taobao Live) are activating the China Digital Consumer Network (CDCN). And how the quarantine economy is supercharging this. Correction. I mistakenly said Scott Gottlieb was former CDC head. I meant FDA.   You can listen here or at iTunes, Google Podcasts and Himalaya. China’s […]

JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)

A final short discussion about this week’s lecture / podcast on JD vs. Alibaba. And how they compete on different factors. The talk is located here: JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18) I expanded on this in yesterday’s Daily Lesson, where […]

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