JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)

A final short discussion about this week’s lecture / podcast on JD vs. Alibaba. And how they compete on different factors. The talk is located here: JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18) I expanded on this in yesterday’s Daily Lesson, where […]

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A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class)

Hi, I’ve been building out visual models of platform businesses for like 4 years. From Alibaba and JD to Google and MasterCard. The goal is to visually show the key interactions and sources of competitive strength. For simple marketplace platforms, like EBay, my pictures are pretty simple. But for companies like Alibaba and JD, they […]

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Situations Where JD’s E-Space Is a Game Changer for Consumers and Brands (2 of 2)

In Part 1, I detailed my visit to JD’s new E-Space store in Chongqing. And I ended by posing the following question: Can “experiential” retail dramatically improve the user experience such that traditionally run department stores are at a competitive disadvantage? And my answer to that is yes in basically 6 situations and product types. […]

4 Take-Aways from My Visit to JD’s New E-Space (1 of 2)

I’m on a flight home from a visit to JD’s new E-Space in Chongqing. It was quite cool and I’ve been mulling over its implications – for new retail, for ecommerce and for online-merge-offline in China. Here is my current thinking. But first…consider joining my executive education course Jeff’s Asia Tech Class for deeper insights […]

Is JD’s E-Space a Game Changer for Department Stores in China? (Jeff’s Asia Tech Class 10)

In this class, I discuss my visit to JD’s new 50,000 sqm e-space in Chongqing – and the question of what new retail (i.e., online-merge-offline) will mean for department stores and shopping malls. You can listen here or at iTunes and Himalaya. Articles / podcasts cited in this class: JD’s E-Space Is a Fascinating New […]

JD Cool Stuff #2: Trash Sorting Apps and How Smart Cities Are Becoming Operating Systems (2 of 3)

This is Part 2 on my list of cool stuff JD is doing. Not necessarily the big initiatives – but the smaller and often more inventive ideas. In Part 1, I talked about their farming initiative, which is pretty intriguing. First… join my executive education class on China’s tech leaders – and on the strategies […]

Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Class Daily Update 12.11.19)

Hi everyone, Here is the daily update. Cheers from Bangkok, -j   Suggestions for Questions for the CEO of Huawei? I’m going to Shenzhen next week to interview Guo Ping, Huawei’s CEO. Super excited about this. The Huawei campus is pretty awesome as well (see pic). The interview should be about an hour so I’m […]

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