At Alibaba's Investor Day, CEO Daniel Zhang outlined 11 growth strategies. Five were under Domestic Consumption. The question for this class is which is the most effective of these? Which is most likely to succeed and move the needle?

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The choices are:

1. “To continue growing our digital economy user base”
2. “To expand consumption categories and consumer wallet share in our digital economy”.
3. “To develop new supply categories and supply-side transformation based on consumer insights.”
4. “To create or redefine online / offline retail formats leveraging our digital technology”
5. “To upgrade Alipay from digital check out to digital check in.”

The mentioned slides are here.

Related podcasts and articles:

• How Did Alibaba Beat Everyone? Products vs. Digital Platforms. (Jeff’s Asia Tech Class – Podcast 4)
• Xiaomi, Meitu and Why Platforms Fail (1 of 2) (Jeff’s Asia Tech Class – Podcast 43)

This is part of Learning Goals: Level 7, with a focus on:

• #30: Ecosystems vs. Platforms

Concepts for this class.

1. Ecosystems vs. Digital Platforms
2. Linked Businesses
3. Complementary Platforms

Companies for this class:

• Alibaba

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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