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 and speak about digital China and Asia’s latest tech trends.

I also run Jeff’s Asia Tech Class, 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.

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