In this podcast, Jeffrey Towson discusses how to assess political risk in China tech. He shares his insights on how to identify companies that are likely to be affected by government policies, and how to manage risk in this uncertain environment.
Tag Archives: Digital China
Dingdong and 5 Questions for Assessing Specialty Ecommerce Companies (2 of 2) (Tech Strategy – Daily Article)
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 […]
Can Dingdong Win in Groceries and Specialty Ecommerce? (Tech Strategy – Podcast 90)
Dingdong is a Chinese specialty ecommerce player focused on fresh groceries. It has gone public while still operating profit negative, but brings to mind a similar situation with Meituan at IPO. Jeffrey Towson argues that Dingdong’s success will depend on its ability to build a strong logistics network and scale its operations.
Can Dingdong Win in Groceries and Specialty Ecommerce? (Tech Strategy – Podcast 90)
Dingdong is a Chinese specialty ecommerce player focused on fresh groceries. It has gone public while still operating profit negative, but brings to mind a similar situation with Meituan at IPO. Jeffrey Towson argues that Dingdong’s success will depend on its ability to build a strong logistics network and scale its operations.
3 Questions About the Challenging Future of Full Truck Alliance (Tech Strategy – Daily Article)
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 […]
Full Truck Alliance’s Fight to Build Complicated Network Effects (Tech Strategy – Podcast 89)
In this podcast, Jeffrey Towson discusses the challenges of building network effects in complicated services, such as freight and cargo. He explores the different types of network effects, the factors that impact their growth, and the strategies that companies can use to succeed in these markets. For example, he discusses how companies can use on-demand pricing to match supply and demand, and how they can use route-specific network effects to balance supply and demand on each route.
When Will Didi Become Profitable? (Tech Strategy – Daily Article)
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 […]
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 […]
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Why Didi Is Dominant But Still Unprofitable (Tech Strategy – Podcast 87)
In this podcast, Jeffrey Towson discusses why Didi Chuxing, the dominant ride-hailing company in China, is still unprofitable. He explores the factors that have contributed to its dominance, such as its scale and its network effects, and he discusses the challenges that it faces in becoming profitable. For example, he discusses how Didi has to invest heavily in research and development, and how it has to compete with other ride-hailing companies that are also losing money.
Why Didi Is Dominant But Still Unprofitable (Tech Strategy – Podcast 87)
In this podcast, Jeffrey Towson discusses why Didi Chuxing, the dominant ride-hailing company in China, is still unprofitable. He explores the factors that have contributed to its dominance, such as its scale and its network effects, and he discusses the challenges that it faces in becoming profitable. For example, he discusses how Didi has to invest heavily in research and development, and how it has to compete with other ride-hailing companies that are also losing money.