Tidbits #39

Hello, hello! Here’s what I found interesting recently. Thanks for reading. đź—ş Geopolitics #1 Peter Thiel- “I do wonder whether at this point Bitcoin should also be thought in part of as a Chinese financial weapon against the U.S.” Peter Thiel: Well, you know, I think there’s sort of a lot of different things that … Continue reading Tidbits #39

Tidbits #1

Going forward, I’m planning on publishing posts with assorted links of interest under the headline “Tidbits”. Makes it easier to create lightweight thoughts while I wait for bigger ideas to finish baking. A couple of items that almost slipped by during the Alibaba Single’s Day hullaballoo… About 24% of U.S. retailers say they plan to … Continue reading Tidbits #1

Open Sesame

According to Wikipedia, Ali Baba opens the mouth of a treasure cave using the magical phrase “open sesame” in the story of “Ali Baba and the Forty Thieves”. In similar ways, our Alibaba has been making incredible progress in opening a multitude of modern treasure caves… Caves such as… Single’s Day. Just a few days … Continue reading Open Sesame

The Future of Ecommerce: Utilitarian vs Social

When people think about ecommerce today, they likely think about ecommerce along the lines of C2C (consumer-to-consumer), B2C (business-to-consumer), or B2B (business-to-business) – in other words, classification by type of buyers and sellers. Or perhaps people think about 1P (1st party) vs 3P (3rd party), depending on whether the ecommerce platform itself engages in the … Continue reading The Future of Ecommerce: Utilitarian vs Social

The Other Supply Chain Gorilla That May One Day Challenge Amazon

As detailed in my recent post, Amazon has built up quite a formidable competitive advantage through Fulfillment by Amazon (FBA). Not just on the demand side, which every happy Prime subscriber is already familiar with, but also on the supply side. In that post I concluded the following: Fulfillment is clearly beneficial on the demand … Continue reading The Other Supply Chain Gorilla That May One Day Challenge Amazon