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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WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (Tech Strategy – Podcast 36)

In this podcast, Jeffrey Towson discusses how companies like WeChat and TikTok are changing the way businesses compete for consumers’ attention in the digital age. He argues that the share of the consumer mind is becoming a more important competitive advantage than ever before. Towson provides examples of how WeChat and TikTok are using digital tools to capture the consumer mind, and he discusses the implications for businesses of all sizes.

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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Why Asia and Meituan Are Better At Food Delivery, Tencent’s Awesome Financials (Daily Lesson – Jeff’s Asia Tech Class)

Two topics for Today’s Update / Lesson. Tencent Quarterly Results Are Awesome, Yet Again It’s almost boring how these digital giants keep putting up fantastic numbers. Numbers that any other business would dream of. Most businesses are long, hard slogs where you struggle and struggle. Margins are usually small. And growth is difficult and expensive. […]

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TikTok vs. Spotify vs. Tencent China Literature (Tech Strategy – Daily Article)

I like audience builders as platform. They have interesting complexities and variations. They are more interesting than marketplaces and payment platforms. Plus, audience builder platforms are combining with e-commerce quite nicely. Spotify, TikTok, and China Literature are all audience builders I like. But they are really different, even though they all basically connect content creators […]