How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92)

This week’s podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about making investment decisions on uncertain terrains. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are five investment approaches to uncertain environments. How to assess […]

How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92)

This week’s podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about how to make investment decisions on uncertain terrains. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are five investment approaches to uncertain environments. How […]

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Dingdong and 5 Questions for Assessing Specialty Ecommerce Companies (2 of 2) (Asia Tech Strategy – Daily Lesson / Update)

In Part 1 – and in Podcast 90 (Can Dingdong Win in Groceries and Specialty Ecommerce?), I teed up questions about how specialty ecommerce companies win and lose. It’s a really useful strategy question to think about. Here’s why. Imagine a small ecommerce company emerges and gets some traction with a clever product. Or in […]

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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 […]

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 […]

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3 Questions About the Challenging Future of Full Truck Alliance (Asia Tech Strategy – Daily Lesson / Update)

In Podcast 89 (Truck Alliance’s Fight for Complicated Network Effects), I laid out some of the basic information about the company – and why it is a “next level” marketplace. If selling books was simple ecommerce and selling groceries was advanced, then Didi is simple mobility and Truck Alliance is advanced. It’s just a much […]

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Truck Alliance’s Fight to Build Complicated Network Effects (Asia Tech Strategy – Podcast 89)

This week’s podcast is about Full Truck Alliance, a B2B marketplace platform for freight and cargo. There are a lot of lessons on the difficulties and complexities of matching, pricing and network effects for more complicated services. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Questions for simple network effects: Local vs. regional […]

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When Will Didi Become Profitable? (Asia Tech Strategy – Daily Lesson / Update)

The Didi financials are finally out. And they are an interesting mix of good and bad. Didi has market dominance and tech leadership in the largest market for shared mobility. But it is also chronically unprofitable. For investors, this could be a fantastic opportunity. Because Didi’s ongoing losses will scare off investors and likely lower […]