JD Logistics vs. DHL in Smart, IOT Logistics (Asia Tech Strategy – Podcast 84)

This week’s podcast is about how “traditionally great” logistics businesses like DHL and ecommerce giants like JD Logistics are both doing major digital upgrades in logistics. It’s a big unknown but it all looks pretty attractive. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: JD Logistics and the Dream of […]

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JD Logistics vs. DHL in Smart, IOT Logistics (Asia Tech Strategy – Podcast 84)

This week’s podcast is about how traditionally great logistics businesses like DHL and JD Logistics are doing major digital upgrades. It’s a big unknown but it all looks pretty attractive. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 […]

Will JD Logistics Become a New Type of Ecosystem? (Asia Tech Strategy – Podcast 71)

This week’s podcast is about JD Logistics. It’s an interesting case of a capability becoming a service business. And maybe a new type of ecosystem. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The slides I mentioned for industry-specific solutions are: Related podcasts and articles are: Introduction to Innovation, Elon Musk and Android’s […]

Will JD Logistics Become a New Type of Ecosystem? (Asia Tech Strategy – Podcast 71)

This week’s podcast is about JD Logistics. It’s an interesting case of a capability becoming a service business. And maybe a new type of ecosystem. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The slides I mentioned for industry-specific solutions are: Related podcasts and articles are: Introduction to Innovation, Elon Musk and […]

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Will JD Logistics Become An Ecosystem? (2 of 2) (Asia Tech Strategy – Daily Update)

In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]

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JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 of 2)(Tech Strategy – Daily Update)

I have been thinking about JD’s logistics operations for like 4 years. I visited a couple of their warehouses. I toured their robotics laboratory. And I am always looking for their cool logistics videos (see here). But it’s hard to see the whole system. Most logistics is behind the scenes. But JD Logistics has just […]