
Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG's Martin Reeves. (2 of 3) (48)
09/20/20 • 52 min
This is Part 2 in a three part series about Alibaba and Ant Group. The focus was on Alibaba's ability to continually adapt to new markets, consumer behaviors, technologies and opportunities. The idea of adaptability and innovation are increasingly discussed as key competitive abilities. Part 1 is here.
To investigate that, I spoke with Martin Reeves, who is Chairman of the BCG Henderson Institute. And has long written about adaptability and rate of learning as critical parts of strategy. Here is his summary from the BCG website:
"Since joining BCG in 1989, Martin has led a broad range of strategy assignments in the Financial Institutions, Consumer Goods, Industrial Goods and Health Care sectors. He has particular expertise in the areas of adaptive strategy, strategy for multi-business systems, sustainability strategies, ecosystem strategies, collective learning and innovation, corporate vitality, and trust."
Specifically, we spoke about his paper with Ming Zeng about Alibaba as a self-tuning enterprise. Although we did go off to other ideas pretty quickly. The main question was how Alibaba had been so successful for two decades in business after business.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
- How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff’s Asia Tech Class – Podcast 47)
- How Big Will Ant Financial / Alipay Become? (Jeff’s Asia Tech Class – Podcast 28)
This is part of Learning Goals: Level 8, with a focus on:
- #32: Adaptation and Resilience
Concepts for this class.
- Adaptation and Resilience
- SMILE Marathon: Sustained Innovation
Companies for this class:
- Ant Financial / Alipay / Ant Group
- Alibaba
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers
This is Part 2 in a three part series about Alibaba and Ant Group. The focus was on Alibaba's ability to continually adapt to new markets, consumer behaviors, technologies and opportunities. The idea of adaptability and innovation are increasingly discussed as key competitive abilities. Part 1 is here.
To investigate that, I spoke with Martin Reeves, who is Chairman of the BCG Henderson Institute. And has long written about adaptability and rate of learning as critical parts of strategy. Here is his summary from the BCG website:
"Since joining BCG in 1989, Martin has led a broad range of strategy assignments in the Financial Institutions, Consumer Goods, Industrial Goods and Health Care sectors. He has particular expertise in the areas of adaptive strategy, strategy for multi-business systems, sustainability strategies, ecosystem strategies, collective learning and innovation, corporate vitality, and trust."
Specifically, we spoke about his paper with Ming Zeng about Alibaba as a self-tuning enterprise. Although we did go off to other ideas pretty quickly. The main question was how Alibaba had been so successful for two decades in business after business.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
- How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff’s Asia Tech Class – Podcast 47)
- How Big Will Ant Financial / Alipay Become? (Jeff’s Asia Tech Class – Podcast 28)
This is part of Learning Goals: Level 8, with a focus on:
- #32: Adaptation and Resilience
Concepts for this class.
- Adaptation and Resilience
- SMILE Marathon: Sustained Innovation
Companies for this class:
- Ant Financial / Alipay / Ant Group
- Alibaba
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers
Previous Episode

How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (47)
This is Part 1 in a three part series about Ant Group. And my basic argument is Ant is well positioned to disrupt and potentially revolutionize financial services.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
- How Big Will Ant Financial / Alipay Become? (Jeff’s Asia Tech Class – Podcast 28)
- 3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (Jeff’s Asia Tech Class – Podcast 33)
- Huawei, Luckin and the SMILE Marathon (Jeff’s Asia Tech Class – Podcast 34)
This is part of Learning Goals: Level 5, with a focus on:
- #19: Ant Financial and Intro to Payment Platforms (podcast located here)
- #23: SMILE Marathon
Concepts for this class. The slides discussed in the podcast are located below and correspond to the 4 ideas below.
- Payment Platforms
- SMILE Marathon: Ml / AI factories & human-free operations
Companies for this class:
- Ant Financial / Alipay / Ant Group
Graphics mentioned are located at my website.
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
Next Episode

Ant Financial and the Sustained Innovation Trap of Network Effects (3 of 3) (49)
This is Part 3 in a three part series about Ant Group / Ant Financial. In this part, I talk about how sustained innovation is the primary strategy for maintaining their competitive advantages.
- Part 1 is How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff’s Asia Tech Class – Podcast 47).
- Part 2 is Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG’s Martin Reeves. (2 of 3) (Jeff’s Asia Tech Class – Podcast 48)
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 5, with a focus on:
- #19: Basics of Ant Financial / Alipay and Payment Platforms
Concepts for this class.
- Network Effects
- Adaptation and Resilience
- SMILE Marathon: Sustained Innovation
Companies for this class:
- Ant Financial / Alipay / Ant Group
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
The Tech Strategy Podcast - Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG's Martin Reeves. (2 of 3) (48)
Transcript
:
Welcome, welcome everybody. My name is Jeff Towson and this is Jeff's Asia Tech Class. And the topic for today, Adaptation, Innovation and Resilience at Alibaba. And this is a discussion, sort of an interview, more like a discussion with Martin Reeves, who is the chairman of the Henderson Institute, which is sort of the think tank for the Boston Consulting Group. And this is really part two of a three part series on Alibaba and Ant Financial specifically. And how did they succeed for so l
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