I have one B2C “super chart”. It’s a bit ridiculous but stick with me. I think it is actually a good prediction of the future of B2C. The basic idea is that ecommerce is combining with entertainment. We see that in Taobao Live and TikTok already. And this is also being combined with social media […]
Tag Archives: ecommerce
Amazon’s Moat is Growing in Ecommerce. But Falling in Video. Just Like for Netflix. (Tech Strategy – Podcast 125)
In this podcast, Jeffrey Towson discusses how Amazon’s moat in ecommerce is growing, while its moat in video is falling. He compares Amazon’s video business to Netflix and argues that Amazon will need to make some changes in order to maintain its leadership position.
Amazon’s Moat is Growing in Ecommerce. But Falling in Video. Just Like for Netflix. (Tech Strategy – Podcast 125)
In this podcast, Jeffrey Towson discusses how Amazon’s moat in ecommerce is growing, while its moat in video is falling. He compares Amazon’s video business to Netflix and argues that Amazon will need to make some changes in order to maintain its leadership position.
Amazon Has a Winning Long-Term Strategy. Amazon Prime and Netflix Don’t. (1 of 2) (Tech Strategy – Daily Article)
I’ve discussed Amazon’s basic business model in an article and podcast. What Amazon Should Copy from Alibaba and Pinduoduo (Tech Strategy – Podcast 124) Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) And I basically argued that I look for 3 things in this type of […]
Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (Tech Strategy – Daily Article)
For the past five years, I’ve been watching Alibaba pull farther and farther ahead of Amazon in its consumer offerings. Alibaba’s ecommerce products have integrated with entertainment, especially live-streaming (which is fantastic). Payment, credit and wealth management products were built upon Alipay. Ecommerce services, like food delivery and hotels, have been added with ele.me Social […]
What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)
Amazon can learn a lot from Alibaba and Pinduoduo in terms of how to improve its consumer experience. Alibaba has integrated its ecommerce products with entertainment, payment, credit, and wealth management products, while Pinduoduo has focused on social commerce and group buying. Amazon could benefit from adopting some of these strategies in order to stay ahead of the competition.
What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)
Amazon can learn a lot from Alibaba and Pinduoduo in terms of how to improve its consumer experience. Alibaba has integrated its ecommerce products with entertainment, payment, credit, and wealth management products, while Pinduoduo has focused on social commerce and group buying. Amazon could benefit from adopting some of these strategies in order to stay ahead of the competition.
3 Big Questions for GoTo (Gojek + Tokopedia)(2 of 2)(Tech Strategy – Daily Article)
In Part 1, I laid out some basic theory about marketplace platforms for services, which is a fascinating interesting subject. And it is much more complicated than marketplaces for products. Ecommerce for services just has a much longer development pathway. As ecommerce and marketplaces move into more complicated services, such as medical care, legal and […]
Will GoTo “Win it All” in Indonesia? (Tech Strategy – Podcast 123)
GoTo is a digital platform that combines the services of two of Indonesia’s largest tech companies: Gojek and Tokopedia. The company has a strong presence in the country’s e-commerce and ride-hailing markets, and it is growing rapidly. However, GoTo faces stiff competition from other tech giants like Alibaba and Tencent.
Will Southeast Asian Grab Become Meituan or Didi? (Tech Strategy – Podcast 121)
Southeast Asian tech giant Grab is facing a difficult choice: should it focus on profitability or growth? This article explores the pros and cons of each strategy and discusses the potential outcomes for Grab. Ultimately, the decision of whether to focus on profitability or growth will depend on a number of factors, including the company’s financial situation, its competitive landscape, and its long-term goals.