This week’s podcast is about Amazon vs. Alibaba and Pinduoduo. There are some important strategy differences between the ecommerce leaders of the US and China. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – […]
In Part 1, I laid out some basic theory about marketplace platforms for services, which is a fascinating interesting subject. And it is much more complicated than marketplaces for products. Ecommerce for services just has a much longer development pathway. As ecommerce and marketplaces move into more complicated services, such as medical care, legal and […]
This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121) Grab’s Big Strategy and […]
This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) […]
The recently merged Gojek and Tokopedia (i.e., GoTo) has gone public in Indonesia. And I finally got a look at their filings (thanks to a subscriber who sent me a translated copy). GoTo is basically what you would expect. It’s a marketplace platform for local services (i.e., Gojek) combined with a marketplace for products (i.e., […]
Softbank-backed Dingdong and Tencent-backed Missfresh have both gone public, to minimal investor enthusiasm. Both companies were launched: To solve the difficulties of selling perishable and difficult to transport groceries online. To tackle some of the pain points for both Chinese families and farmers. To capture a massive opportunity. And to get to operating profitability. They […]
This week’s podcast is Fiverr and their classic approach to building a marketplace platform (for freelance services). I don’t go into it too much but I thought it was a good example of a common playbook for venture capital-backed early stage companies. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Andreesen Horowitz […]