The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (Jeff’s Asia Tech Class – Podcast 51)

 

 At Alibaba’s Investor Day, CEO Daniel Zhang outlined 11 growth stratgies. Five were under Alibaba Cloud (Aliyun). These are the early days of cloud and, likely, a new paradigm for computing and connectivity. It’s chaotic and unclear. But Alibaba is very well positioned to win big.

This is part of Learning Goals: Level 7, with a focus on:
  • #30: Ecosystems vs. Platforms

Concepts for this class.

  1. Ecosystems vs. Digital Platforms
  2. Platform Types: Coordination, Collaboration and Standardization

Companies for this class:

  • Alibaba
  • Alibaba Cloud

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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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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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