In this class, I talk about my interview with He Xiaodong of JD. And about how chatbots are evolving into conversational AI. Plus the basics of AI economics.
CORRECTION. In this podcast, I mentioned that JD’s Smart Customer Service has the personality of a young woman. Xiaodong was actually referreing to Microsoft’s Xiaolce. My apologies.
You can listen here or at iTunes, Google Podcasts and Himalaya.
- JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)
- JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18)
- #22 Basics of AI
Concepts for this class:
- AI – Cheap Prediction
- Mismatched and/or Crippled Scale
Companies for this class:
- JD
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I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
My subscription newsletter offers:
Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.
See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?
A unique view from on the ground of digital China / Asia.
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.
