Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Asia Tech Strategy – Podcast 82)

This podcast is Alibaba’s 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a “product / service + commerce infrastructure” business. And whether ByteDance can break into Chinese ecommerce with an “attention + mini programs strategy”. It’s really a cool and important question. You can listen to this […]

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China’s New OMO Platforms: Alibaba, Sun Art and Beike (Asia Tech Strategy – Podcast 79)

This week’s podcast is about online-merge-offline (OMO) platforms. A business model that is just emerging in China. I talk about Sun Art Retail and Beike / Lianjia as examples. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the BCG article I mentioned. —–   Related podcasts and articles are: Lianjia and […]

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3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (2 of 2)

This is a follow-up to my article on conversational AI with He Xiaodong at JD (article here, podcast here). I also spoke with Tao Mei, who is Vice President of Cloud & AI – and Technical support Vice President of JD. We talked about how AI was being used in fashion, which is a fascinating […]

How WeChat, TikTok and Chinese Consumers Are Disrupting and Personalizing Luxury

In my online Asia Tech Class, I talk a lot about digital superpowers, which are digital tools that upend established business. And one of these superpowers a dramatically improved user experience, such that the traditional offering is now unacceptable to users. And this sort of dramatically improved user experience is what is happening in luxury […]

The Secret Engine of Alibaba’s New Retail Is “Uni-Marketing” (Asia Tech Strategy – Daily Lesson / Update)

“New retail”, coined by Alibaba, was probably the least creative business term ever. But it was a big idea. You combine online and physical retail into a seamless, data-driven consumer experience. It is giving rise to new business models, from transformed supermarkets and cashier-less convenience stores to automated package pickup centers and re-imaged department stores. […]