Business Breakdowns
Episode 3 Alibaba: A Giant Among Giants
Business Breakdowns

Episode 3: Alibaba: A Giant Among Giants

Alibaba: A Giant Among Giants

Ram is the founder and managing partner of Octahedron Capital. We cover the staggering scale of Alibaba's business, how Alibaba went from copycat to innovator and the looming threat to Alibaba from the next generation of Chinese juggernauts

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[00:03:13] - [First question] - What Alibaba is

[00:04:29] - Tmall and Taobao

[00:06:48] - The many faces of Alibaba as a country-scale business

[00:09:58] - What defines a company as being country-scale

[00:11:29] - Adaptive business models for cities of multiple tiers and mimetic behavior of other large-scale companies

[00:18:15] - Alibaba’s ability influence the physical infrastructure of cities and China as a whole

[00:19:01] - Full stack solution company JD Global

[00:21:03] - Tencent

[00:21:47] - Key players in the monetization of commerce in China: JD, Pinduoduo, Meituan

[00:26:35] - Reducing friction may be the number one reason for internet businesses to scale

[00:31:15] - Is it worth it for Alibaba to explore the social media space?

[00:34:05] - Why Chinese companies are naturally more competitive and aggressive than North American ones 

[00:38:46] - How China perceives and adopts language such as the Seven Powers framework

[00:40:23] - What the West can learn from China and Alibaba

[00:43:28] - Adopting Chinese practices for Western brick and mortar stores

[00:45:35] - Connectography: Mapping the Future of Global Civilization

[00:45:51] - Learning more about Alibaba; The House That Jack Ma Built

Alibaba: A Giant Among Giants

Introduction

Patrick
Hello. Welcome to Business Breakdowns. I'm your host Patrick O'Shaughnessy. Today we'll be breaking down the world's largest e-commerce company, Alibaba. Alibaba was founded in 1997 by Jack Ma and almost 20 other co-founders, as an online bulletin board that allowed small Chinese manufacturers to tell buyers around the world that they were open for business. Today, Alibaba operates a sprawling ecosystem of businesses that includes e-commerce marketplaces, cloud computing, food delivery, logistics, and financial services. In this Breakdown, we discuss the staggering scale of Alibaba's business, how Alibaba went from copycat to innovator, and the looming threat of the next generation of Chinese juggernauts, and how competition is viewed differently in China versus the West. For this episode, I'm joined by a special guest host, Claire Cormier Thielke, who many of you will remember from her appearance on Invest like the Best. Claire is the managing director of Asia Pacific for Hines and brings her firsthand view of what Alibaba has built in China, and her daily experience using the company's products. To help us break down Alibaba, we're joined by Ram Parameswaran, the founder and managing partner of investment firm Octahedron Capital. Ram has invested in some of the biggest Chinese companies of the past decade, including Pinduoduo and ByteDance, and is the first person I thought of when wanting to breakdown Alibaba. I hope you enjoy this Business Breakdown.

The Massive Scale of Alibaba

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