Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff’s Asia Tech Class – Podcast 22)

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In this class, I talk about the crazy collision of Ctrip, Meituan and Alibaba in services in China, particularly in hotels.

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

How do Ctrip and Meituan compare in the following aspects?

  1. Bundling of services
  2. The Assets of a Marketplace Platform: Users, Activity and Data
  3. Network Effect
  4. Switching Costs
This is part of Learning Goals: Level 3, with a focus on:
  • #16 Basics of Ctrip, Meituan and Marketplace Platforms for Services

Concepts for this class:

  • Digital Platforms: Marketplaces for Products and Services
  • Bundling and Cross-Selling
  • Network Effects
  • Switching Costs

Companies for this class:

  • Ctrip
  • Meituan
  • Alibaba Fliggy

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

Listen to My Podcast Here

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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