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 Growth
• Alibaba Group Announces March Quarter and Full Fiscal Year 2021 Results

The cited Bloomberg article on ByteDance is here:

• ByteDance Eyes a New $185 Billion Business Ahead of Mega IPO

The cited quotes from Alibaba are below. And at my webpage.

“During the past fiscal year, we made significant progress on our three key strategies, namely domestic consumption, globalization and cloud computing. Such progress demonstrated the tremendous power of Alibaba’s digital commerce infrastructure as well as our long-term commitment to invest for the future and to create value for our consumers, merchants and partners through innovations. ”

"We believe the key to unlocking the full value of the community marketplace model is not only about the standalone P&L of the business but also about the overall efficiency and servicing capabilities of the entire commerce platform where the business sits, and we believe the latter can generate far greater value than the former. Alibaba has the most sophisticated and efficient commerce infrastructure in China, with the most comprehensive product and service offerings to serve consumers of diverse segmentation and demands."

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Related articles:

• Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)
• Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)

From the Concept Library, concepts for this article are:

• New Retail
• Online Merge Offline (OMO)
• Mini Programs

From the Company Library, companies for this article are:

• Alibaba
• ByteDance

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