Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)

The Tech Strategy Podcast - A podcast by Jeffrey Towson

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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 ...

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