JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18)

In this class, I talk about how online retailers like JD and marketplace platforms like Alibaba compete on different dimensions.

You can listen here or at iTunes, Google Podcasts and Himalaya.

Alibaba and marketplace platforms compete on:

  • Cost and / or difficulty of entry – including the chicken-and-egg problem and the cost of the logistics network.
  • Competitive advantages – including network effects (main one) and economies of scale in logistics, marketing and IT.

Early JD and online retailers compete on:

  • Cost and / or difficulty of entry – including the cost of the logistics network.
  • Competitive advantages – including supply cost advantages and economies of scale in logistics (mostly), marketing and IT
This is part of Learning Goals: Level 2, with a focus on:
  • #5 the Basics of JD

Concepts for this class:

  • Digital-Physical Hybrids
  • Competitive Advantage: Economies of Scale
  • Competitive Advantage: Network Effects
  • Digital Platforms: Marketplaces
  • Cost and Difficulty of Entry
  • Linked Businesses

Companies for this class:

  • JD
  • Alibaba

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I write and speak about digital China and Asia’s latest tech trends.

I also teach Jeff’s Asia Tech Class, an online course and daily commentary for busy executives on Asia tech and China’s digital leaders.

  • My online class offers:
    • Deeper insights into workings of the tech giants of China and Asia.
    • Executive training in the strategies and tactics of advanced digital strategy.
    • A unique view from the ground – and behind the scenes – of digital China.
  • And the class is condensed to just 70 minutes a week – so even very busy executives can do it.

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