In this class, I talk about network effects. And some of their strengths and weaknesses. You can listen here or at iTunes, Google Podcasts and Himalaya. This is part of Learning Goals: Level 7, with a focus on: #28: Network Effects Concepts for this class: Networks Effects NE: Critical Mass and Chicken-and-Egg NE: Interaction Failure […]
In this class, I talk how to fairly basic platform business models (Shopee, Lazada) compete. As the capabiltiies and strategies are similar this is mostly about operational performance and management over time. You can listen here or at iTunes, Google Podcasts and Himalaya. This is part of Learning Goals: Level 6, with a focus on: […]
In this class, I talk about the difficulty of moving luxury into ecommerce. And how Chinese consumers will likely determine who finally cracks this problem. Secoo and Farfetch are two companies that are on this frontier right now. You can listen here or at iTunes, Google Podcasts and Himalaya. Question: Will Farfetch or Secoo win […]
China’s cross-border ecommerce business doesn’t get a lot of attention. It seems peripheral to China ecommerce. There are a lot of logistics, taxes and customs requirements. There are tons of regulations. And it’s just not sexy. But it is also non-political. It doesn’t have any of the national security concerns of telecommunication (i.e., Huawei and […]
There was a fascinating announcement from Alibaba. From CX Tech: “E-Commerce Giant Taobao Steps Into China’s Online Education Market” “Taobao, an e-commerce platform owned by Alibaba, is seeking to penetrate China’s already crowded online tutoring market with a massive plan aimed at connecting more than 1,000 online education service providers with 100 million new students […]
In this class, we go through 6 digital superpowers, which is a simple high-level checklist for when digital tools can significantly change the competitive dynamics of a business. You can listen here or at iTunes, Google Podcasts and Himalaya. Which of the 6 Digital Superpowers does the company have? If any. Dramatically transform the […]
In this class, I talk about the share of the consumer mind as a revenue competitive advantage. And how companies like WeChat and TikTok are changing this with digital tools. You can listen here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles: Why Didi Needs Driver Switching Costs. Uber Too. (Jeff’s Asia […]
I have been giving you lots of frameworks and concepts. And after a while, it can all get kind of confusing. Is this new software critical for my business? Is this new business model going to seriously impact our industry? Is this like Amazon disrupting retail? Is this more like Mobike, which was nice but […]