ANE Logistics and 3 Types of Economies of Scale in Physical Networks (3 of 3)(Asia Tech Strategy – Daily Article)

In Part 1, I laid out how to think about physical networks. For logistics, that means lots of warehouses and trucks doing various routes between them. In Part 2, I talked about one of the big competitive advantages of logistics networks, which is network effects. Note: These are significantly different than the network effects we […]

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ANE Logistics and Network Effects in Physical Networks (2 of 3)(Asia Tech Strategy – Daily Lesson / Update)

Ok. Let me see if I can impress you today. In Part 1, I wrote about ANE Logistics, an interesting Chinese company. But I really wanted to make a few points about the nature of logistics and physical networks: There is a difference between networks, platform business models and network effects. Physical networks are different […]

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An Intro to ANE Logistics and Franchised Physical Networks (Asia Tech Strategy – Podcast 110)

This week’s podcast is about ANE Logistics, which is a compelling business model for digitizing and consolidating less than truckload logistics in China. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition […]

An Intro to ANE Logistics and Franchised Physical Networks (Asia Tech Strategy – Podcast 110)

This week’s podcast is about ANE Logistics, which is a compelling business model for digitizing and consolidating less than truckload logistics in China. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition […]

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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 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 […]

Alibaba and Cainiao’s Next Really Big Move: An Intelligent IoT Logistics Network (Pt 2 of 2)

In Part 1 (Why the #1 Business Solution to Coronavirus in China Is Live Streaming, Especially Taobao Live), I argued three big things are happening in digital China right now. Covid19 is radically altering the behavior of hundreds of millions of consumers (and businesses), resulting in what is being called the quarantine economy. Everyone is […]