TBC Insider 4/3 Digest
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Insider Digest 4/3/21
So a few really brief announcements. We’re trying to figure out a few things on the administrative front re: number of emails to send you a week, when to hold the weekly chats, and which platforms you’d be interested in having an ongoing chat on. Can you help us out by answering this poll?
In addition, don’t forget that we have our quarterly call with BigOne Lab in just two days on April 5 at 630-730PM PST! The topic is ecommerce, and they just released a new dashboard specifically focused on Community Group Buying. Please do sign up to attend if you haven’t!
3/31/21 Notes from Pan Luan's Livestream on Bilibili
There was an interesting livestream on $BILI from some experienced media investors. The discussion was led by popular tech blogger and analyst Pan Luan. I walked away with my understanding of the company reinforced — it is a highly curated community first and foremost, and everything it is doing is to further exploit that advantage.
4/1/21 Alibaba Community Group Buying Efforts
Went down the rabbit hole here a bit looking at Alibaba’s CGB efforts, which I’m a bit ashamed to say I hadn’t looked at much in depth before. TL;DR: it’s leveraging its existing assets (Hema + the 5-year-old Lingshoutong AKA Tmall Small Stores covering 1.5mm storefronts) and building a C2B2M model. I do think that it is sufficiently different, but it’s also integrating across a ton of different business units and seems organizationally difficult. It also doesn’t have that much of an advantage if we really focus on groceries. LST is primarily FMCG (and also primarily 4th-6th tier cities!) and Hema (even if we add R&T) is not that scaled up in terms of groceries.
Be sure to read the comments, not just the original post, for full details, as this was written up over several days.
Tell us how you think about Xiaomi’s foray into EVs
More of a call for your thoughts! Did you read Lei Jun’s speech? Are you as excited as many of my Chinese friends?
That’s it! Do please answer the poll if you can!
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