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Podcast: The Tech Strategy Podcast
Episode: Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)
Description: This podcast is about Alibaba's 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a "product / service + commerce infrastructure" business. And whether ByteDance can break into Chinese ecommerce with an "attention + mini programs strategy". It's really a cool and important question.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.The cited Alibaba presentations are here:AliViews: Daniel Zhang on Alibaba Earnings and Future GrowthAlibaba Group Announces March Quarter and Full Fiscal Year 2021 ResultsThe cited Bloomberg article on ByteDance is...