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The Tech Strategy Podcast

The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (51)

49 min • 12 oktober 2020

At Alibaba’s Investor Day, CEO Daniel Zhang outlined 11 growth stratgies. Five were under Alibaba Cloud (Aliyun). These are the early days of cloud and, likely, a new paradigm for computing and connectivity. It's chaotic and unclear. But Alibaba is very well positioned to win big.

You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.

The mentioned slides are below.

Related podcasts and articles:


This is part of Learning Goals: Level 7, with a focus on:

  • #30: Ecosystems vs. Platforms


Concepts for this class.

  1. Ecosystems vs. Digital Platforms
  2. Platform Types: Coordination, Collaboration and Standardization


Companies for this class:

  • Alibaba
  • Alibaba Cloud


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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.

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