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

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 digital strategy and transformation.

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

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