A framing to think about Chinese tech product roadmaps
Brilliant piece, thank you!
Great piece and analysis as always. Eagerly waiting for your take on Youzan
Another insightful case study!
The modern Chinese online space, people, consumers, commercial entities, government, etc., are so complex in so large a scope that a birds-eye view are beyond the capability of most business analysis framework. I suspect individuals with such skills are virtually non-existent, as I have never encounter anyone who can present a systematic picture of the market.
Hope this channel becomes more and more valuable in this ongoing discussion!
Thanks so much!
Great piece. Do you know how dependent Alibaba is on acquired traffic (vs organic traffic)? I am wondering if the Chinese consumer is less habitual/loyal to EC platforms vs West (and thus greater need for top of funnel traffic acquisition).