Get Ready for Alipay+ and Ant Group 2.0 (Tech Strategy – Podcast 129)

This week’s podcast is about Alipay+, which is Ant’s new international payment initiative. But it is also about the return of Ant Group after 2 years in restructuring. I call that Ant 2.0. You can listen to this podcast here or at iTunes and Google Podcasts. ——– Related articles: Ant Financial Is 3 Platform Business Models Combined. (Jeff’s […]

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3 Big Questions for GoTo (Gojek + Tokopedia)(2 of 2)(Tech Strategy – Daily Article)

In Part 1, I laid out some basic theory about marketplace platforms for services, which is a fascinating interesting subject. And it is much more complicated than marketplaces for products. Ecommerce for services just has a much longer development pathway. As ecommerce and marketplaces move into more complicated services, such as medical care, legal and […]

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Will GoTo “Win it All” in Indonesia? (Tech Strategy – Podcast 123)

This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) […]

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GoTo Is Going for an “Ultimate B2C Marketplace” in Indonesia. But Alibaba Couldn’t Do It in China. (1 of 2)(Tech Strategy – Daily Article)

The recently merged Gojek and Tokopedia (i.e., GoTo) has gone public in Indonesia. And I finally got a look at their filings (thanks to a subscriber who sent me a translated copy). GoTo is basically what you would expect. It’s a marketplace platform for local services (i.e., Gojek) combined with a marketplace for products (i.e., […]

Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121)

This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability: You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition       —–- Related articles: Grab […]

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