JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (18)

23/02/2020 51 min Temporada 1 Episodio 18
JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (18)

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Episode Synopsis

In this class, I talk about how online retailers like JD and marketplace platforms like Alibaba compete on different dimensions.You can listen here or at iTunes and Himalaya.Alibaba and marketplace platforms compete on:Cost and / or difficulty of entry - including the chicken-and-egg problem and the cost of the logistics network.Competitive advantages - including network effects (main one) and economies of scale in logistics, marketing and IT.JD and online retailers compete on:Cost and / or difficulty of entry - including the cost of the logistics network.Competitive advantages - including supply cost advantages and economies of scale in logistics (mostly), marketing and ITKey Learning Goal is #5: the basics of JDConcepts for this class:Digital-Physical HybridsCompetitive Advantage: Economies of ScaleCompetitive Advantage: Network EffectsDigital Platforms: MarketplacesCost and Difficulty of EntryLinked BusinessesCompanies for this class:JDAlibaba———-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. Investing is risky. Do your own research. www.jefftowson.comSupport the show

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