What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)

This week’s podcast is about Amazon vs. Alibaba and Pinduoduo. There are some important strategy differences between the ecommerce leaders of the US and China. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – […]

What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)

This week’s podcast is about Amazon vs. Alibaba and Pinduoduo. There are some important strategy differences between the ecommerce leaders of the US and China. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily […]

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7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Asia Tech Strategy – Podcast 107)

 This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]

7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Asia Tech Strategy – Podcast 107)

This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]

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What Worries Me About Alibaba Long-Term (Asia Tech Strategy – Podcast 96)

This week’s podcast is about the recent political issues around China tech and Alibaba in particular. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update) Meituan vs. Ctrip vs. Alibaba: […]

What Worries Me About Alibaba Long-Term (Asia Tech Strategy – Podcast 96)

This week’s podcast is about the recent political issues around China tech and Alibaba in particular. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Asia Tech Strategy – Daily Lesson / Update) Meituan vs. Ctrip vs. Alibaba: […]

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Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Asia Tech Strategy – Podcast 82)

This podcast is about Alibaba’s 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a “product / service + commerce infrastructure” business. And whether ByteDance can break into Chinese ecommerce with an “attention + mini programs strategy”. It’s really a cool and important question. You can listen to […]