In this episode of Tech Strategy Podcast, we delve into the emerging ecosystem of JD Logistics. Discover how this innovative approach is reshaping the logistics industry and influencing the broader tech landscape in Asia. Join us as we unpack the strategies and implications of this new type of ecosystem.
In this episode of Tech Strategy Podcast, we delve into the emerging ecosystem of JD Logistics. Discover how this innovative approach is reshaping the logistics industry and influencing the broader tech landscape in Asia. Join us as we unpack the strategies and implications of this new type of ecosystem.
This is Part 2 of two articles on Alibaba Investors Day. In Part 1 (Dissecting Alibaba’s 11 Growth Strategies), I wrote about their 5 growth strategies in “Domestic Consumption” (i.e., stuff Chinese consumers spend money on). But CEO Daniel Zhang also outlined 5 growth strategies for Alibaba Cloud. And their cloud business is what everyone has […]
In this insightful analysis, digital strategy consultant Jeffrey Towson delves into the digital transformation strategies of ByteDance and Kuaishou. ByteDance’s innovative approach contrasts sharply with Kuaishou’s fast follower strategy, highlighting different paths to capturing consumer attention in China. Towson’s expertise provides a comprehensive understanding of these strategies’ implications for the digital landscape.
In this podcast, Jeffrey Towson discusses the potential value of WeChat Mini Programs, which are small, standalone applications that run within WeChat. He argues that Mini Programs could revolutionize the way people use WeChat, and could make the platform even more powerful for businesses and consumers.
Shopee / Garena / Sea Limited (SE) was one of the biggest investment opportunities of 2020. With the share price rising 4x during the year. And this followed a similar 4x rise the previous year. I flagged this one early based on its outstanding platform strategy. I covered this in Podcast 29 Can Shopee / […]
Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]
In the tech industry, being a first mover does not always guarantee success. In this episode of Jeff’s Asia Tech Class podcast, Jeff Towson discusses the advantages and disadvantages of being a first mover, and argues that later entrants can often have an advantage.
Luxury marketplace platform Farfetch has had a long courtship with JD, Alibaba and Chinese consumers. In the next update, I’ll go into my thoughts on Farfetch as a stand-alone company (basically, not good). But the more interesting questions for investors are: Is Farfetch going to get bought? What is the private market value to Chinese […]
In this podcast, Jeffrey Towson discusses why he believes Airbnb will struggle to compete in Asia. He cites the following reasons: (1) Airbnb’s business model is not well-suited for the Asian market, (2) Airbnb faces stiff competition from local rivals, and (3) Airbnb’s valuation is too high.