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

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...