Chinese Ecommerce Is Quietly Going Global (Jeff’s Asia Tech Class – Daily Lesson / Update)

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 […]

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3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (2 of 2)

This is a follow-up to my article on conversational AI with He Xiaodong at JD (article here, podcast here). I also spoke with Tao Mei, who is Vice President of Cloud & AI – and Technical Vice President of JD. We talked about how AI was being used in fashion, which is a fascinating topic. […]

Covid-19 Drives Live Streaming. But Private Traffic Pools Are the Solution. (Daily Lesson – Jeff’s Asia Tech Class)

Much of our discussion about digital platforms (Alibaba, Tencent, etc.) has been about their business models. And all their strengths, which are formidable. But I haven’t talked much about the experiences of the user groups on these platforms. What does this mean for merchants and brands selling on Alibaba? For restaurants on Meituan? For content […]

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Why the #1 Business Solution to Coronavirus in China Is Live Streaming, Especially Taobao Live (Pt 1 of 2)

Three big things are happening in digital China right now. The coronavirus is radically altering the behavior of hundreds of millions of consumers (and businesses), resulting in what is being called the quarantine economy. Everyone is trying to move from in-person to digital interactions. This shift to digital interactions is supercharging and rapidly evolving China’s […]

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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