Alibaba, WeChat and How Nike Won as a Platform Participant in China (Asia Tech Strategy – Podcast 118)

This week’s podcast is about Nike in China. But it really about how you win as a participant in large platform businesses in ecommerce and social media. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in […]

Can Dingdong Win in Groceries and Specialty Ecommerce? (Asia Tech Strategy – Podcast 90)

This week’s podcast is about Dingdong, a specialty ecommerce player in China focused on fresh groceries. It has gone public while still operating profit negative – but brings to mind a similar situation with Meituan at IPO. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. —–— Related articles: Should Vipshop Build a Logistics […]

Why Didi Is Dominant But Still Unprofitable (Asia Tech Strategy – Podcast 87)

This week’s podcast is about Didi’s upcoming IPO. They have released their numbers and it shows market dominance but operating losses. This is my explanation for what is happening. And what their strategic plan means. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the key paragraph from Didi’s IPO filing: […]

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

This podcast is 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 this […]

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