What I Don’t Like About Alibaba (Asia Tech Strategy – Daily Update)

There is a lot to like about Alibaba (from a strategy and competition perspective). Massive, almost unprecedented, competitive strength. It’s a complementary platform and a digital-physical hybrid. That puts it at the top of my competitive strength pyramid. It is riding the mother of all secular trends – the rising wealth of Chinese families. And […]

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Pay Attention to the Potential Value of WeChat Mini Programs. (Asia Tech Strategy – Podcast 66)

  This week’s podcast is about some of the bigger strategic initiatives at WeChat. Specifically mini programs, search, mini games and WeChat Work. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles are: WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (Jeff’s Asia Tech Class – […]

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Facebook Is the Wild Card of Asia Ecommerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. The memo had some really big implications. It looks like the first move in a strategy to turn Facebook into a much larger and more powerful company. And it mostly seems like a copy […]

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The Next Big Trends in Chinese E-Commerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was an interesting report about China ecommerce trends released by Coresight Research, which specializes in retail meets tech consulting. It’s run by Deborah Weinswig, who I’ve crossed paths with a few times in the last couple of years. I find their research to be very data-driven and generally close to my own thinking. So […]

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