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3 Strategy Lessons from My Visit to ByteDance (169)

The Tech Strategy Podcast

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The Power of Externalized Capabilities

JD logistics and sign out are both externalized capabilities. JD logistics has really externalized it and is offering it as a service that is growing pretty rapidly right now. Sign out has never really done that. 90 plus percent of all the merchandise moving through sign out is still internal. It's from their own e-commerce services. In some cases, you can turn it into a powerful business model. That's how you get Ant Financial. That’s how you get Alibaba Cloud.

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