In this class, I discuss some of the theory behind ecosystems, firms and coordination costs. And why digital platforms are having such a big impact on business, culture / media, politics / government and society. You can listen at my website or at iTunes and Himalaya . ———- I write and speak about digital China and Asia’s latest tech trends. I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech companies. This content (articles, podcasts...
Jan 05, 2020•51 min•Season 1Ep. 11
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 at my website or at iTunes and Himalaya . ———- I write and speak about digital China and Asia’s latest tech trends. I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech companies. This content (articles, podcasts, website info) ...
Dec 29, 2019•51 min•Season 1Ep. 10
In this class, I discuss my visit to Huawei in China - and my lessons learned from lunch with rotating Chairman Guo Ping. You can listen at jefftowson.com ( here) or at iTunes here . Articles / podcasts cited in this class: Huawei is Going to Beat Trump with Human Resources, Not Technology ———- I write and speak about digital China and Asia’s latest tech trends. I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech companies. This conten...
Dec 23, 2019•58 min•Season 1Ep. 9
In this class, I discuss bike-sharing company Ofo. And their spectacular rise and fall in China. You can listen here or at iTunes here . The exercise for this class is: What should Ofo have done? 1) Partner with a major digital platform ASAP. No matter what it takes. 2) Copy Hellobike. Avoid the competition. Go to markets or segments with little competition and try to get to operating break-even. 3) Split the company into a good co and bad co. Fund the good company and don't tie it to the cash d...
Dec 15, 2019•1 hr•Season 1Ep. 8
In this class, I discuss Vipshop and JD. And how smaller ecommerce sites can compete with larger players in China, especially in logistics. You can sign-up for my Asia Tech course here . Or at my website www.jefftowson.com . With a 30-day free trial. You can subscribe at iTunes at the above button. The exercise for this class is: Which of these three options make sense for Vipshop in logistics? 1) Copy JD: Build an in-house logistics and delivery network. 2) Copy Alibaba: Work with multiple part...
Dec 11, 2019•57 min•Season 1Ep. 7
In this class, I discuss Didi, Luckin and Mobike and how to predict if they will ever be profitable. Exercise for this class: For Mobike, Luckin or Didi, think about the following two aspects. Consumer view: What do they care about? What is their journey for buying and using? Competitor: Could a well-funded, well-run competitor take 10-20% of their business? Five forces and competitive advantage are useful here. Digital economics: Do any of the following really change their business? Or your ans...
Dec 01, 2019•1 hr 2 min•Season 1Ep. 6
This is the fifth episode of my Asia tech class. It is a summary of my time with Alibaba on Singles' Day in China. ———- I write and speak about digital China and Asia’s latest tech trends. I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech companies. This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. T...
Nov 15, 2019•38 min•Season 1Ep. 5
This is the fourth episode of my Asia tech class. It is an introduction to Alibaba and platform business models. Exercise: For a shopping mall, credit card and conference (or convention), decide who are the core users, what is the type of interaction, and what is the frequency of interaction? Write it down. ———- I write and speak about digital China and Asia’s latest tech trends. I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech comp...
Nov 03, 2019•57 min•Season 1Ep. 4
This is the third episode for my Asia tech class. It asks how Starbucks China should have responded to the rapid entrance of Luckin Coffee in 2018. You can vote here or below). You can post your 3 minute pitch to the CEO here . ——— I write and speak about digital China and Asia’s latest tech trends I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech companies This content (articles, podcasts, website info) is not investment advice. The...
Oct 27, 2019•49 min•Season 1Ep. 3
This is the second episode (and first case) for my Asia tech class. It is about what the leading bike manufacturers (like Giant) should have done in response to the rapid rise of China bike-sharing. You can do the voting for the case here (or below). ———- I write and speak about digital China and Asia’s latest tech trends. I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech companies. This content (articles, podcasts, website info) is ...
Sep 17, 2019•47 min•Season 1Ep. 2
This is a short introduction to my Asia Tech class. ———- I write and speak about digital China and Asia’s latest tech trends. I also run Jeff’s Asia Tech Class , a podcast and subscription newsletter on the strategies of China / Asia tech companies. This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Inves...
Sep 13, 2019•8 min•Season 1Ep. 1
