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, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

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Get a deeper understanding of the strategies and business models of the best digital companies.

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Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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