The Great Firechat

#45 - All Things Ecommerce


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This week we delve into ecommerce boom of short-video apps in China Douyin and Kuaishou then look at how ecommerce is and will evolve outside of China. Can Facebook and Instagram create a similar ecommerce pivot with their social media platforms?

Meanwhile, India is creating a new centralized digital commerce platform, which accomplishes something similar to China's recent regulation on the fintech: creating a level playing field and breaking down monopolistic barriers in the digital realm.


1) Douyin’s ecommerce sales more than tripled over the past year 

2) Alibaba-backed smart-vending machine Ubox to IPO in HK 

3) Apple moving more production to Vietnam 

4) India making ecommerce a public good with Open Network for Digital Commerce 

5) SouthEast Asia Tech is cooling off 

Honorable mentions: www.stratechery.com by Ben Thompson

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The Great FirechatBy Kevin and Adeh