The 2025 Instant Commerce War

This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to our Tech Tours.

The take-aways are:

1. “AI Plus Ecommerce” Is the Big Focus Domestically
2. The China Instant Commerce War Was Entertaining
3. The Instant Commerce War Strategically Important for Alibaba
4. Alibaba’s Liya and Digital KOLs Are Amazing
5. Alibaba’s “AI Plus Ecommerce” Is Going International. Definitely Try These.
   1. Accio
   2. Aidge
6. The Alibaba AI Apps I Am Watching
   1. DingTalk
   2. Quark
   3. Amap
   4. Qwen
   5. Wan
   6. Tongyi Deep Research
7. 6 Six Alibaba values

------

I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.

I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.

Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.

This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.

Support the show