Why Lazada vs. Shopee Is Faster Horse vs. Better Jockey (Jeff’s Asia Tech Class – Podcast 40)

 

In this class, I talk how to fairly basic platform business models (Shopee, Lazada) compete. As the capabiltiies and strategies are similar this is mostly about operational performance and management over time.

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

This is part of Learning Goals: Level 6, with a focus on:
  • #23: SMILE Operational Marathon

Concepts for this class:

  • Multihoming
  • Management Track Record and Incentives

Companies for this class:

  • Lazada
  • Shopee

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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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