Podcasts about gmv

Here's the thing. Payments only look simple from the outside. In this Tech Talks Daily episode, I sit down with Roberto “Reks” Kafati, CEO and co-founder of DEUNA, to unpack how a scrappy one-click checkout idea grew into an intelligent payments infrastructure that now touches a large slice of Mexico's online economy.  Reks explains why Latin America's high decline rates aren't just an inconvenience but a growth killer, and how DEUNA's early focus on orchestration and checkout opened the door to something bigger. When a region routinely sees more than four out of ten online transactions knocked back, the bar for reliability sits in a different place. That practical problem set the stage for what came next. Athena, Real-Time Decisions, and 638 Signals per Transaction DEUNA's pivot point came when merchants asked a fair question. With all this payment data flying through the system, what should we do with it? The answer is Athena, DEUNA's AI-powered layer that watches every transaction and feeds merchants real-time insight, routing choices, and suggested actions. It is not another dashboard you promise to check and then ignore by Friday. It is a reasoning engine that sits on top of 638 data points per transaction and turns mess into movement. That is how you recover revenue without punishing good customers with extra friction, how you avoid surprise fees from networks, and how you protect recurring revenue when a processor wobbles. Reks walks us through results that speak plainly. Ramped merchants saw conversion lift from the original one-click experience. The infrastructure tier recovers meaningful GMV and trims fees. Enterprise clients report double-digit ROI and stick around for the compounding effect. Building Through Adversity and Betting on the Right Layer What resonated most was the human story behind the metrics. DEUNA was born in the first months of the pandemic, shaped by the shock that hit real-world businesses when revenue fell off a cliff and marketplaces became a lifeline with strings attached. Reks shares an unvarnished look at a tough 2023, the kind of year founders rarely talk about on record. Revenues dipped, deals went sideways, life got complicated. The team chose resilience and doubled down on a two-year vision. That bet is paying off. Over the past twenty-four months the company has grown at a pace that would bend a chart, and the focus has shifted from commoditizing orchestration to productizing intelligence. Put simply, earn trust at checkout, then make the data work for the merchant in real time. Agentic Commerce, US Expansion, and What Comes Next We also look forward. If chat interfaces begin to mediate more buying decisions, merchants will need infrastructure that can think, not just connect endpoints. That is the territory DEUNA calls intelligent infrastructure, and it is where Athena operates every day.  The company is now in active conversations with major US retailers, confident after winning head-to-head enterprise evaluations. Reks frames the opportunity without hype. If you can see acceptance trends by processor, by country, by card type, and act in the moment, you keep customers, protect margins, and avoid death by a thousand false declines. If you cannot, competitors will gladly welcome your frustrated shoppers. If you care about the real mechanics of growth, this conversation is for you. We talk conversion lift, recovered revenue, and the gritty bits of building a payments company that merchants actually rely on. We also talk about the days that test your resolve and the tenth day that reminds you why you started.

A story about turning impatience into competitive advantage.This episode is for SaaS founders tired of building "professional" products nobody remembers—and anyone wondering if controversy beats convention.Most SaaS companies fail because they try to please everyone.They play it safe with every decision.Joao Marques, CEO of Oscar, took a different path.He quit his job, built the app in four months, then raised 70K euros to start acquiring customers. Created an on-demand home services marketplace that sends marketing messages designed to provoke action. Became Portugal's market leader in two years—by deliberately risking cancellation with every campaign.And this inspired me to invite Joao to my podcast. We explore how strategic controversy creates memorable brands faster than perfect products. Joao shares hard truths about focus, growth over features, and why being hated by some customers beats being ignored by all. You'll discover why having your entire company obsess over one metric beats any complex strategy.We also zoom in on two of the 10 traits that define remarkable software companies: – Focus on the essence – Master the art of creating momentumJoao's story is proof that market leadership often starts by doing what makes others uncomfortable.Here's one of Joao's quotes that captures his philosophy:"Just having one goal. My focus, for example, right now, is acquisition and then GMV, so volume in my app. I'm refreshing the dashboard every 10 minutes. Every decision that we make is based on that. Every goal is based on that. Everyone in my team, and we are, like, 50 people, from customer support to senior management, everyone knows GMV on a daily basis.”By listening to this episode, you'll learn:Why building features before growth is startup suicideWhat happens when you do the unscalable things competitors avoidWhen being annoying drives better retention than being niceWhy one metric beats ten strategiesFor more information about the guest from this week: Guest: Joao Marques, CEO OscarWebsite: oscarapp.com

How do brands actually find (and win) high-GMV creators on TikTok Shop? In this live workshop, Jordan sits down with Bora from Reacher to demo an AI-powered search workflow, smart filters that actually matter, and outreach that cuts through crowded inboxes. We also stack FastMoss on top to reverse-engineer competitor partnerships and spot the tiny % of creators driving the majority of sales.You'll learn:The GMV tiers to target for cold-start brands (why 50–1K GMV is the sweet spot) and when to mix in ultra-high GMV creatorsThe exact filters (category, GMV, post rate, email on file) that shrink 2.2M creators to a laser-focused listHow Reacher's AI vision surfaces creators by what's in their videos (not just bios)A simple community funnel: on-platform → Discord/WhatsApp → contests + retainersComp & pricing benchmarks: when flat fees ($250–$450/video+), retainers, or high organic commissions (think 30–50%) make senseFastMoss workflow to pull top competitor affiliates, analyze their winning videos, and brief your creators to replicate the structure

Subscribe to DTC Newsletter - https://dtcnews.link/signupIn this episode of the DTC Podcast, we sit down with Ash Melwani, co-founder and CMO of Obvi, to unpack how the brand rebuilt its Meta ad infrastructure after being flagged under Meta's health and wellness restrictions—crippling performance overnight.Ash shares how Obvi reversed the damage, restored performance using server-side tracking, and evolved their media buying playbook to align with Meta's new Andromeda AI update.Whether you're running ads in the health space—or just looking to future-proof your Meta setup—this episode breaks down the tactics and tools you need to know.Key Insights:Meta Pixel Poisoning & Health Flagging Why Obvi's ad performance collapsed on New Year's Day, despite clean creative and strong landing pages.Outbound Click to LP View Ratio Decline A key diagnostic metric: How a drop from 85% to 50% signaled serious algorithmic deprioritization.Fixing the Pixel: Server-Side Tracking with Upstack Why basic Shopify–Meta integrations aren't enough anymore—and how Upstack helped restore ad performance within 7 days.Creative Testing in the Age of Andromeda Why fewer exclusions, broader creative variation, and campaign consolidation outperform previous testing methods.CAC Management via AOV Uplift How bundling top products into a kit helped boost AOV from $65 to $100—improving spend efficiency under higher CAC conditions.TikTok Shop GTM Strategy Why Obvi launched Discord-based creator communities, performance-based incentives (yes, even Teslas), and GMV-max ad programs.Retail Expansion Mindset With Obvi in 20K+ doors including Walmart and Dollar General, Ash shares why 2025 is the time to shift from DTC-first to mass awareness and in-store velocity.Timestamps:00:00 – Meta account flagged and overnight performance drop02:00 – Pixel health and the dangers of poor data tracking04:00 – Creative strategy shift post-Andromeda update06:00 – Why brands must show up on TikTok to stay relevant08:00 – Meta deprioritization signals and pixel troubleshooting10:00 – Ad testing framework for 2025 and campaign structure14:00 – How to improve landing pages and lift performance18:00 – Proxima, lookalikes, and AI-built audience targeting22:00 – TikTok Shop strategy with creator incentives and Discord28:00 – Retail expansion strategy and shift toward brand marketing34:00 – Building omnipresence in retail and mass marketingHashtags:#DTCMarketing #MetaAds #TikTokShop #PerformanceMarketing #CreativeStrategy #RetailMarketing #EcommerceGrowth #MediaBuying #PixelHealth #CollagenBrand Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

Ryf & Laura join Alex to unpack five APAC headlines: China's Shushu·Tong shakes luxury, Korea's “honjok” solo shoppers rewrite store design, K‑beauty label Anua wins U.S. fans, Vietnam's retail GMV rockets 37 %, and Laura talks about in on Yotpo's pivot plus Gen Z's debit‑first mindset.

Send us a textTired of slow, quiet TikTok Shop launches that fizzle out before they even begin?You're not alone.So many brands enter TikTok Shop thinking they can “test the waters”—only to be met with low visibility, lukewarm sales, and no real momentum.But what if you could flip the script?In this video I'm pulling back the curtain on the exact 4-step TikTok Shop launch strategy we've used to help brands explode on day one.One of our clients generated $250,000 in GMV within 24 hours—and we didn't spend a dollar on paid ads for that launch.Yes, it's real. And yes, I'll show you exactly how it works.Here's what you'll learn:How to seed 200 high-performing creators—fastWe show you how to build your dream launch roster by identifying the micro and mid-tier creators who actually move product—not just followers.The power of a 48-hour Creator BlitzDiscover why coordinating your entire creator network to post in a synchronized window is the secret to triggering TikTok's algorithm for massive organic reach.Why WhatsApp + gamification = creator FOMOWe break down the psychology of creator momentum. Get our real-world tactics for building hype, incentivizing performance, and creating a wave of content that drives instant velocity.How to stack spark ads for exponential growthLearn how to spark the right content at the right moment—and how to layer paid ads on top of your blitz to keep the momentum rolling well beyond launch weekend.This is the exact system we use inside:TikTok Shop OS Plus – Our done-with-you program that gives your team the tools, strategy, and support to execute like pros.Full-Service Brand Launches – For brands ready to hand it off and let us execute every step.Either way, we bring the strategy and the team.Whether you're launching your first product or scaling your 10th...TikTok Shop is the single biggest opportunity for product brands right now—and this video will help you skip the guesswork and go straight to what works.Watch the video and take notes.Then book a call if you're ready to apply this strategy with us.Links & Next Steps

Episode 78 of the Space Industry podcast by satsearch is a conversation with Isolina Pérez Donnelly, Sales Director at satsearch Trusted Supplier Alén Space, about the evolving nature of the nanosatellite market.Alén Space, based in Spain and part of the GMV group, specializes in the design, manufacturing, and operation of small satellites. It offers cutting-edge technology for nanosatellites and microsatellites, as well as end-to-end mission development services.In this podcast episode, Isolina and satsearch COO Narayan Prasad Nagendra discuss the evolving NewSpace market from a nanosatellite manufacturer's perspective including:How the CubeSat market has evolved over the last decadeThe nature of customers that exist in the market todayFactors influencing architectures of nanosatellite platforms, and the importance of reliable service from spaceMissions Alén Space is involved, both in the realm of technology demos and commercial missions.You can find out more about Alén Space here on their satsearch supplier hub.And if you would like to learn more about the space industry and our work at satsearch building the global marketplace for space, please take a look at our blog here.[Music from Uppbeat (free for Creators!): https://uppbeat.io/t/all-good-folks/when-we-get-there License code: Y4KZEAESHXDHNYRA] 

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫美团阿里开始豪赌未来，来自王智远同学。7月5号，阿里淘宝闪购突然发起一场名为“淮海战役”的补贴大战，目标很明确：每周六集中火力冲单量。阿里为什么要主动发起这样一场战役？战略意图是什么？01我觉得，阿里真正想赢的，是淘宝未来。为什么这么说？因为淘宝这套传统货架模式的增长已经接近天花板，年增长率不到10%，明显放缓；而另一边，即时零售——也就是外卖+快消品——仍在以超过20%的速度增长。这说明，人们越来越习惯“马上要、立刻有”的消费方式。阿里在思考：如果我能把用户从“一个月逛几次淘宝”，变成“一周点好几单外卖”，那不就等于给淘宝装上了一个新的发动机？而且，这个发动机很猛。外卖是高频行为，每天都要吃饭、喝咖啡、买零食。一旦用户习惯了通过淘宝闪购点外卖，就会开始顺手买点别的东西。比如：7月5日当天，淘宝闪购的粮油、母婴、家电等品类订单同比增长超100%。用户开始像“双11囤货”一样，囤起了即时消费品。再来看一组数据：截至7月5日22时54分，淘宝闪购非餐饮类订单已达1300万单，相比一年前翻了6倍；美团同期也有约2000万单是非餐饮交易。这说明，两个平台都在试图用外卖带动零售，谁先养成就用户习惯，谁就能赢得主动权。阿里还有一个别人难以复制的优势：流量太大。QuestMobile数据显示，2025年1至5月，淘宝App日活用户增长至4.1亿，美团外卖日均支付订单维持在9000万以上。7月5日那天阿里直接将所有App开屏广告全换成橙色促销，一下触达了几亿人；这种打法，美团根本接不住。更狠的是，阿里还把饿了么和支付宝深度绑定。你点个外卖，顺便就把支付宝用了；如果你是88VIP会员，还能直接送你一个饿了么会员。这种生态联动，让整个消费路径变得更顺畅，也更容易留住用户。当然，美团也不是没有反击能力。它同样能靠补贴冲单量，1亿单的规模随时可以做到；但问题在于，美团不像阿里那样拥有庞大的流量池，也没有那么多可补的零售品类支撑这场战争。还有一个关键时间窗口，阿里必须抢在前面出手。因为美团也在悄悄打造自己的“零售版淘宝”，它的闪购业务已占GMV的15%，涵盖超市、便利、数码家电等多个品类。换句话说，它不只是要做外卖，还想做更多。但目前，它的商品丰富度尚未完全上来，尤其在生鲜、母婴等高毛利品类上。这时，阿里突然出手，就像在美团盖楼之前，先把脚下的地基给挖松了。如果你仔细看淘宝闪购公布的数据，会发现一个有意思的细节：粮油米面、冷冻食品、家清、母婴、个护等品类的订单增速最快。这说明，阿里正在借助外卖打开用户的生活圈，所以回过头看这场战役，智远主观分析认为，阿里的战略目的有三：一，改造淘宝，用外卖的高频需求激活用户活跃度；二，拖住美团，逼它在补贴战中持续消耗现金流；三，抢占心智，让“30分钟送达”成为淘宝的新标签。换句话说，阿里想借外卖的风，把淘宝吹向一个新阶段。02不过，美团也不是没有反击能力。它只用12个小时，就把订单量从日常的9000万单提升到1.2亿单，直接冲上历史峰值。这波操作可以说是“闪电反击”，也再次展示了美团在外卖战场上的硬实力，它靠一套真刀真枪打磨出来的配送系统。它手里握着全国最大的即时配送网络，700万骑手中，日均活跃的有336万，占整个中国即时配送市场的60%以上。换句话说，全国每10个送外卖的人里，就有6个是美团的。除了自有运力，它还有麦芽田和青云两大聚合平台，这两个系统可以整合大量第三方配送公司，单日最高调度能力超过1000万单。更关键的是，它的动态定价机制。高峰期时，骑手每单奖励能飙到10元，但美团仍基本保证了餐品按时送达。听起来是不是很稳？但这场比赛也暴露了一个问题：系统虽然强大，也有自己的天花板。比如，7月5日晚高峰时，订单突然暴涨，导致美团旗下麦芽田服务器一度崩溃，部分订单延迟了1到2小时；这种事在日常可能还能扛得住，但在极限对战中，就容易出问题。而且别忘了，光为了维持这个系统的运转，美团每天就要烧掉两亿多的补贴成本。你说这能撑多久？再来看另一个角度：美团在非餐饮品类布局远超竞对。它有自己的前置仓体系，加上3万多加盟闪电仓，在北京望京区域，三公里范围内就能覆盖20万个SKU，而传统超市如沃尔玛，通常只有3万个左右。什么概念？它真的能做到“你要什么我都能送”，但背后的问题也很明显：模式太重，利润太薄。美团2024年全年经营利润为368亿元，其中外卖贡献约325亿元；但今年的补贴支出将在去年基础上新增至少100亿元，如果下半年竞争加剧，还可能增加150亿到200亿元。同时，美团闪购是重资产路线，毛利率仅为20%-25%，客单价65元，履约成本却高达8元，虽然这一差距相比外卖业务正在缩小，但整体压力依然不小。再加上3万多家加盟闪电仓和自营前置仓，每天的维护成本都超过千万。相比之下，阿里那500亿补贴分摊到12个月，平均每天不到1.4亿，和美团日常营销支出已相当接近。这就像一场耐力赛，看谁更能耗。最危险的信号出现在哪里？是美团开始发放“用户自提免单券”，这是它在用一种损害用户体验的方式去止损。已有用户反馈说“缺货”或“覆盖范围有限”，说明这套模式仍在探索阶段。你看，运力已经快到极限了，但它还不能停。所以回过头看这场“1.2亿单反击战”，你会发现：美团的护城河确实很深，短期内没人能轻易撼动；但它维护这座护城河的成本太高，就像一边建城墙，一边还要不停往里面灌水泥；它现在面对一个带着生态打法来的超级平台。03这场仗打得越狠，就越有人在替平台“买单”，真正承受代价的，还有商家、骑手，甚至整个行业的生态平衡。智远了解到，不少连锁品牌接到通知时已经是下午：“今天要冲单量，你们得配合。”听起来像是临时加戏，但对商家来说，这是一场突如其来的“硬仗”。人力成本飙升，他们不得不临时高薪请人打包，甚至找兼职帮忙。如果真爆单了还好，一旦没爆单，牛奶、水果等原料只能白白浪费。再来看平台这边。以美团1.2亿单为例：每天光是直接补贴就得花掉12亿元，还有大量隐性支出——服务器扩容、投诉赔偿、骑手保险……这些账单藏在后台，没人看见，却一样都不能少。换句话说，这是一次对整个运营系统的极限测试。再看一个容易被忽略的群体：小商户和区域品牌。在这场战斗中，受益最多的还是头部连锁品牌。像一些大型连锁奶茶店，接到通知后能立刻调动IT团队做系统调整，临时加派人手打包出餐，还能与平台谈判争取配送保底。他们不仅接得住这波流量，打完仗之后还可能获得平台的流量倾斜。可小商户呢？很多人连消息都没接到就被卷进去了。有的直到订单突然暴涨才发现系统根本扛不住，配送费涨了不敢拒绝，抽成也比平时高了不少，但又不得不接。最惨的是，因为履约慢，平台还可能降权，下一轮流量红利就彻底没他们的份了；所以，这场仗表面上是平台在烧钱，实际上压力最大的，是那些没有议价能力的小玩家。当然，也不能忘记消费者。“0元奶茶”让你高频打开App，提升日活；你授权了地理位置权限，平台借此掌握你的消费轨迹；你还慢慢接受了动态定价机制，一杯奶茶涨价几块钱，也开始觉得“好像也没那么离谱”。我自己就有体会：第一天喝肯悦咖啡才4块多，第二天涨到了6块多，到现在几乎恢复原价了。我还特意问了一个不太常点外卖的朋友，他的日常价也才6块多。所以，看似微不足道的变化，在悄悄改写你的消费习惯。而且历史经验告诉我们，低价红利一旦结束，用户流失速度也快得惊人；还记得网约车大战吗？当时订单量暴涨，但补贴一停，用户留存率不到很低。虽然我没有明确数据，说明外卖大战用户留存情况，但一个大家都默认的事实是：平台砸钱换来的增长，往往只是短暂的幻觉。因此，表面上看，这是阿里和美团之间的一场补贴大战；实际上，真正承受代价的，是商家、骑手、消费者，甚至是整个行业的生态平衡。04那么，这场“淮海战役”打到最后，即时零售行业会迎来新大陆吗？短期来看，未来6到12个月是一场拉锯战。阿里的打法很明确，每周末都来一次“7月5日”的翻版，目标是让“超级星期六”变成用户的生活习惯。听起来很美好，但也有风险：用户会不会慢慢疲了？淘宝流量转化率会不会递减？非餐饮品类如生鲜、母婴，履约成本更高，阿里能不能扛得住？美团当然不会坐以待毙。被迫跟进补贴，会不会玩得更精细，比如：在阿里重点城市上线“神枪手”低价专区；用闪电仓密集覆盖高潜力社区，降低最后一公里配送成本？所以，智远认为，双方现在就像两个赌徒，赌谁先停。中期来看，谁先撑不住，谁就出局，到了这个阶段，拼的就是谁能活得更久。这里有三个绕不过去的坎儿：第一个是毛利率陷阱。外卖业务本身毛利还能做到30%左右，但一旦涉及生鲜、冷链这些品类，毛利率直接掉到15%-20%，甚至更低。第二个是运力成本刚性，骑手每单的成本从原来的6-8元涨到了10-12元，而消费者实付却从9-11元降到了0-3元。这不是做生意。第三个是资本耐心见底，美团股价已经比高峰时跌了60%多，市场对亏损的容忍度越来越低；阿里虽然现金流充足，但电商主业也在承压，不可能无限输血。还有一个关键临界点：当单日订单常态化突破1.5亿单时，每增加1000万单，可能就意味着每天多亏2亿元，这已经不是增长，而是出血。那未来的终局是什么样？智远觉得有几个可能性：第一种：垂直分化，美团继续主导餐饮加便利店这类高频需求，阿里掌控生鲜、母婴等高毛利品类；京东聚焦3C数码等高客单价即时配送。第二种：资本合并，美团和阿里成立合资公司，各自划分区域运营；前提是反垄断政策松动，但现在看概率非常低。第三种就是生态重构了，黑天鹅事件，即时零售和社区团购融合，或者无人配送技术突破，直接降低60%的运力成本。所以，即时零售既是绞肉机，也是新大陆，只不过，要先流血，才能看到绿洲。短期内，阿里需要一场“斯大林格勒战役”式的胜利，美团则要避免被拖入消耗战；中期内，谁现金流更稳，谁就能活得更久。目前来看，阿里 账上6137 亿元，美团大概 2000 亿元储备，差距明显；长期来看，30分钟送达将成为像水电煤一样的基础设施，但赢家可能不超过两家。如果拼多多再进来呢？所以，别看现在打得热闹，真正的淘汰赛，才刚刚开始；也许再过一年，当我们站在新起点回看这一切时会发现：如今这场混战，不过是通往未来的第一站。

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Kim Goes Coastal From missiles to mini-golf, North Korea's Kim Jong Un just flipped the script. The Wonsan Kalma resort, seven years in the making, is finally open—with 54 hotels, waterparks, arcades, pubs, and even a ski extension. Ditching his usual military garb for a sharp suit, Kim attended the launch with his wife and daughter, showcasing a softer image. While domestic tourism kicks off July 1, a select group of Russians are set to test the beach vibes on July 7. This isn't just a tourism play—it's a carefully curated global image reset. Trump Teases ‘Very Big' India Deal Just after shaking hands with China on a trade pact, US President Donald Trump is turning east again—this time towards India. Hinting at a “very big” trade deal, Trump said, “We're going to open up India.” While no details were given, momentum is building. US Secretary of Commerce Howard Lutnick recently confirmed that both sides are closing in on a mutually beneficial agreement. If signed, it could redefine trade ties between the world's two biggest democracies. Rajnath Singh Says No Deal India's Defence Minister Rajnath Singh made headlines by refusing to sign the SCO joint statement. Why? The document failed to address cross-border terrorism. At the summit in Qingdao, Singh didn't mince words: “There can be no double standards.” He cited the April Pahalgam terror attack, blamed on Pakistan-backed groups, and India's military response under Operation Sindoor. The message: India is done tiptoeing around terror. Acme Solar's Big Battery Win Acme Solar is powering up for the future. On June 26, it won NHPC's battery storage tender in Andhra Pradesh to build a 275 MW / 550 MWh system across Kuppam and Ghani. The project includes significant viability gap funding and adds a clean spark to India's renewable push. Acme's stock, while only slightly up, could see brighter days ahead. With a ₹14,954 crore market cap and clean energy tailwinds, Acme is becoming a major storage player. Apollo HealthCo Eyes DMart Dreams “I want a valuation like DMart. Why not?” said Shobana Kamineni, chairperson of Apollo HealthCo. With eyes on a ₹30,000 crore business in the next 5–6 years, Apollo is blending its retail pharmacy strength with digital power via Apollo 24|7. After raising ₹2,475 crore last year and merging with Keimed, the company hit ₹9,093 crore in revenue in FY25, with three straight profitable quarters. A digital GMV of ₹3,000 crore and disciplined growth put it on track for Q4 FY26 profitability. Apollo isn't just growing—it's redefining healthcare retail. Learn more about your ad choices. Visit megaphone.fm/adchoices

Entrevista a Mariella Graziano, directora de estrategia de Espacio en GMV, sobre el Día Internacional del Asteroide

» Produced by Hack You Media: pioneering a new category of content at the intersection of health performance, entrepreneurship & cognitive optimisation.Instagram: https://www.instagram.com/hackyoumedia/Website: https://hackyou.media/Cameron Zoub and Steven Zhang, co-founders of Whop join the show to discuss the mechanics of building a high-growth startup from the ground up. Whop has quietly become one of the most efficient digital marketplaces online, doing over $100M in GMV without relying on paid ads or loud marketing.We talk about the early days of building out of hacker houses, the decision to focus deeply on product before anything else, and the operational challenges that came with rapid scale. They also reflect on leadership, team dynamics, and what most founders underestimate when trying to build in public.00:00 Introduction02:00 Meeting at age 13 and bonding over sneaker reselling04:05 Building their first sneaker bot app and selling it on Facebook06:40 Dropping out of school and going all-in on internet startups07:55 Pivoting into websites for Twitch streamers during COVID10:29 Early experiments, failed apps, and lessons in product-market fit14:20 How WAP solved problems they faced as software sellers18:18 Expanding from software to Discord access and digital memberships20:17 Payments infrastructure and why it's central to their platform25:28 Chasing shiny objects like NFTs and learning to refocus30:42 Co-founder dynamic, intense pressure, and emotional moments36:01 Competitors, cyberattacks, and the cost of success39:31 Staying out of the spotlight despite massive revenue44:30 Taking investment from figures like Peter Thiel and Tinder's founder49:11 Making WAP the internet's go-to for work and income54:25 Rethinking creator monetisation beyond courses or content» Escape the 9-5 & build your dream life - https://www.digitalplaybook.net/» Transform your physique - https://www.thrstapp.com/» My clothing brand, THRST - https://thrstofficial.com» Custom Bioniq supplements: https://www.bioniq.com/mikethurston• 40% off your first month of Bioniq GO• 20% off your first month of Bioniq PRO» Join our newsletter for actionable insights from every episode: https://thrst-letter.beehiiv.com/» Join WHOOP and get your first month for free - join.whoop.com/FirstThingsThrst» Follow Whop«Instagram: https://www.instagram.com/whop/?hl=enWebsite: https://whop.com/

Was passiert, wenn ein Karriere-Zufall den Weg von der Business School in London über MTV, McKinsey und Zalando bis ins Traditionsunternehmen OTTO ebnet – und aus einem Digital-Passionisten ein Vorreiter für KI im E-Commerce wird?In dieser Folge von „How to Hack“ spricht Carsten mit Dr. Boris Ewenstein, Bereichsvorstand Retail & Marketplace bei OTTO, über seinen unkonventionellen Werdegang und seine Mission, OTTO zum „best-in-class“ KI-gesteuerten Marktplatz zu transformieren.Die beiden sprechen außerdem über:Glückliche Zufälle als Karriere-Kompass: Von Sozialwissenschaften zur Top-Beratung und Plattform-ÖkonomieTransformation als Unternehmens-DNA: Lessons aus sechs Jahren Afrika-Geschäft und McKinseySkalierung im E-Commerce: 5 Mrd. zu 15 Mrd. GMV bei Zalando – und OTTO als Generalist mit 18 Mio. ArtikelnDie vier Hygienefaktoren: Basis-Performance, Beratung, Brand-Love & Best-ServiceKI als Gamechanger: Wie Agenten-Recherche und Beratung neu definiert werdenVision 2028: Persönliche Assistenten, Loyalty-Revolution und hyper-personalisierte Shopping-JourneysEin spannender Talk über Casual Karriere-Schicksal, Plattform-Strategie und die Frage, wie man 75 Jahre Handels-Tradition in eine Tech-Dekade rettet.

"E-commerce isn't complex." A bold statement – especially coming from the Vice President Marketplace at MediaMarktSaturn. But Christian Kollesch means it. In this episode, he explains what's behind it: the strategic repositioning of the MediaMarktSaturn marketplace, the expansion into new verticals like DIY and Baby & Kids, and the ambitious goal to become Europe's leading platform for refurbished electronics. He also shares how this transformation is being executed – with hands-on seller support, access to first-party data, and unique services such as Space-as-a-Service. Last but not least, he talks about the marketplace's international rollout, which is recently live in Belgium and Poland and will soon expand to Turkey and Hungary, all while tripling GMV within just one year. For more Information: https://faq.mediamarkt.de/app/answers/detail/a_id/17006/~/was-ist-der-mediamarkt-marketplace%3F Chapters00:00 Introduction to MediaMarkt's Marketplace Expansion05:50 The Shift in Marketplace Strategy10:06 Marketplace Growth and Performance Metrics14:00 Seller Dynamics and Quality Management17:01 Competitive Pricing and Seller Advantages21:19 Marketplace Strategy and Seller Support25:06 Expanding into New Vertical Categories28:24 Brand Integrity and Customer Expectations30:00 Onboarding Process for Sellers32:46 Quality Control and Seller Performance35:34 Vision for Refurbished Products Market

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫淘宝闪购，摸着美团和京东过河，来自25号观察员。美团和京东证明可行的路，都可以走。淘宝闪购，其实有后发者的优势。京东、美团在外卖和闪购的探索，给淘宝蹚出了不少可以借鉴的路子，加之淘宝团队还是有能力，憋了这么几年，终于可以一展身手。所以日单量在短短一个月间，就从2000多万突破了4000万，按现在的趋势，5000万已经不远。值得探讨的是，美团、京东摸着石头过河后，给淘宝证明了“外卖+闪购”的业务有利可图，且过河的姿势都给了答案。一、补贴是有效的对于外卖配送业务，单量规模是核心指标。因为只有单量上来，才能优化配送效率、降低单均成本，在保持竞争力的情况下实现盈利。日单量2000万是个盈亏平衡的门槛，美团2019年突破2000万，此后一路增长到2024年的6000多万，盈利能力也持续提升。饿了么这么多年一直困在2000万左右，去年才勉强不亏钱。结果京东不讲武德，一上来先声夺人，日单量很快突破2000万，虽然靠着补贴一单要亏接近10块。判断补贴降下来后单量剩多少，现在还为时过早。但京东证明了，补贴是有效的，有了单量规模再去谈效率优化。这是淘宝学到的第一条经验。二、外卖可以给主站引流如果京东只是证明靠补贴能拉动单量，淘宝不至于大动干戈。关键是京东还证明了外卖可以给主站引流，甚至可以作为电商的营销费用，账算得过来。在一季度的业绩会上，京东管理层说：除了用户的拉新和活跃度提升，已经初步看到外卖用户的跨品类购买行为，现阶段主要在商超生活服务品类。我们要看外卖和京东现有业务的协同价值，不要单独看外卖。这是淘宝学到的第二条经验。传统电商平台其实是个流量生意，过去阿里投资控股的很多公司，主要是为了流量：电商平台的流量增长是有限的，那就必须持续从外部获取流量。饿了么之前没有和淘宝、支付宝打通，很重要的原因，也是被当做电商主业的流量来源，而不能分走电商流量。现在攻守易势，外卖反而可以给电商带来流量，这直接推动“闪购”进入了淘宝的一级入口，支付宝的一级入口也已测试。饿了么从集团的边缘业务，一跃成为香饽饽。三、闪购是电商的增量美团闪购2024年GMV在2700亿左右，虽然绝对值相比电商不大，但过去三年的复合增速在30%左右，未来三年还能做到20%以上。而电商整个行业过去三年的复合增速在7%左右，未来三年大概率会降速。关键是增速。这是淘宝要大力做闪购的重要原因。还有一点，闪购的单价比外卖高，盈利能力更强。一般闪购单价是外卖的2倍，想想你点一单外卖30-40元，拼好饭只要20多，但是闪购的日用品、电子产品单价高很多，一单100块很常见。这意味着在同样佣金率、配送成本下，闪购是更容易挣钱的。美团的即时零售去年日单量不到1000万，已经不亏钱了。京东的达达去年日单量800万左右，总共亏了10亿，单均只亏几毛钱。相比于外卖，闪购是一个增速更快、盈利能力更强的业务。这是淘宝学到的第三条经验。现在的淘宝需要一场战斗，外卖+闪购就是最好的战场。

Send us a textTikTok Shop isn't just a sales channel — it's the engine behind your entire content and performance strategy. In this breakdown, Jordan West pulls back the curtain on how 7-figure eCommerce brands are turning creator content into a full-funnel growth machine. From seeding strategies to landing page hacks, he explains how brands are winning across TikTok Shop, Amazon, DTC, YouTube, and Meta — all with one unified system.What you'll learn in this video:How to find your top-performing creators using the 80/20 seeding rule — without wasting time or inventory.How to build a scalable creator community that consistently drives $250K+ in GMV each month.When and how to use VSAs (Video Sales Agents) and co-branded landing pages to maximize conversions and track ROI.How to unify your marketing funnel so your TikTok Shop strategy also fuels Meta ads, YouTube content, and Amazon listings — leading to a 4x ROAS across channels.This is the unfiltered, actionable playbook that top brands are using to dominate TikTok Shop in 2025 and beyond.Timestamps:00:05 – Why TikTok Shop creator content powers the whole funnel02:30 – The new rules of creator-led growth04:00 – Seeding strategy: how to find your unicorn creators07:10 – When to use VSAs vs GMV Max14:10 – Creator community building with Reacher + Retainers21:00 – Why unification is your next growth edge25:00 – How to repurpose TikTok content across Amazon & D2C30:00 – The TikTok Shop landing page hackSubscribe for weekly content on TikTok Shop, UGC, and eCom scaling strategies.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫拼多多与5000亿美元的好市多只差一条腿，来自figolin。5月28日，拼多多发布的2025年第一季度财报，实现营收956.7亿元，同比增长10%，但净利润同比下滑47%至147.4亿元。拼多多怎么了？拼不动了？我不认为拼多多拼不动了，相反，我对拼多多的长期却非常看好！注意，我这里说的长期是指五年以上，不是明天，也不是指今年。在阐述我的理由之前，我先要简单地介绍一下，拼多多是怎么拼到今天的。2015年，创始人黄峥做出一个决定：避开竞争激烈的北上广市场，转向长期被忽略的县城市场，从卖水果起步。他巧妙地利用微信拼团的社交裂变模式，以低成本快速获取了大量用户，迅速打开了沉默且庞大的下沉市场。能快速获取大量用户的原因，当然不是因为微信的社交裂变，这个只是拼多多当时营销的手段。能获取用户的原因只有一个，使用户能够留下来，那只能是用户收到的水果真的便宜。所以，我们这里要问的是，拼多多的水果为什么能便宜？当时，像水果这种容易变质腐烂的东西，不太适合用传统的电商方式销售，因为那样效率太低了，所以这也是被当时的传统电商忽略的市场。拼多多采取的方式“农产品直供+社交拼团”，所以效率要比传统电商高很多，这里的效率高有两个原因，一个是去掉了中间商，另外一个，单位时间内，单个SKU的销售数量会比传统的电商多很多。效率高了，成本就低了。如果东西是一样的，哪个人会不喜欢低价呢？ 所以，拼多多在这个过程中，不单单是把水果卖掉了，更是圈了大量的用户。如果水果可以这么卖，其它的东西就不能也这样卖吗？顺着同样的逻辑，拼多多进入家居日用与服饰类、美妆护肤、小家电直至数码3C...直到做成现在的拼多多。因此，拼多多的性价比源于其极致的效率和极低的成本结构。从商户端来看，从做水果开始，拼多多都没有追求多而全的SKU，而是精简SKU，集中资源打造少数爆款商品。每个爆款SKU动辄达到数十万甚至百万级别的订单量，这种规模效应使商户能够大幅降低了生产和供应链成本，从而保证了在价格竞争中的优势。从平台端来看，拼多多的运营模式同样体现着极致的效率原则。拼多多团队实行扁平化管理，以精简的组织架构和高度数字化决策流程，实现了极高的人效表现。截至2024年，拼多多员工仅2.3万人左右，大约是阿里巴巴团队规模的10%，人均创收却高出同行数倍。这种“双端低成本”策略使拼多多能够以比竞争平台低10%至30%的价格持续运营，并保证了企业本身的盈利能力。所以，拼多多和淘宝具有天生的基因不同。淘宝是流量逻辑，主体是搜索，用户要自己去找商品，所以需要海量SKU来满足长尾需求，这时淘宝需通过千人千面满足每个人的个性化搜索。但也因为这个原因，每个SKU的销量没有足够高，淘宝一直倡导C2B反向定制做不起来。而拼多多是把海量流量集中到有限商品里，有了规模之后再反向定制，从而极大降低成本。就这样，拼多多一不小心，把自己做成了线上版的Costco感觉。我们知道，做零售最核心的东西就是效率。沃尔玛创始人山姆·沃尔顿有说过：“我始终认为，保持低价格和低成本，是让顾客一而再、再而三回来购物的唯一办法。”另外一个零售大王亚马逊贝索斯也有一个类似的名言：“你的利润就是我的机会。” 其实都说了是一个意思，效率是零售业非常重要的护城河。哪个人买东西不喜欢买便宜的呢？如果东西是一样的话。我相信那些在Costco买LV的那些人，一定也是有钱人。我自己也在拼多多买过几次东西，都是买那些电脑、手机呀这些产品，原因也是一样的，便宜啊。所以，拥有效率的拼多多，他过去10年的GMV增长速度远远的超过了京东和淘宝。拼多多也因为它的效率，平台自身得到了超额的回报。2024年财报显示，拼多多实现营收3938.4亿元人民币，归属于普通股股东的净利润1223.44亿元，除拼多多的2.3W员工,每个员工的创收是600W左右，这个数据甚至是腾讯的3倍，可以说相当的炸裂。那么问题的，为什么这个季度利润降了这么多呢？ 它的根本原因是什么呢？ 这是这篇文章要讨论重点。如果拼多多真的是Costco的话，利润应该是要稳定的增长。我稍微查一下Costco过去五年的利润变化情况，Costco的利润是每年持续稳定增长的。所以目前的拼多多只是长得像Costco，还不是Costco。那拼多多缺的是什么呢？我们先看一下拼多多的供给端，在结构性成本优势导向下，拼多多对商家进行简单粗暴的价格赛马竞争。中国的整个供应链本身就是供大于求，这就导致了这些商家在这个平台上面的竞争相当的惨烈，胜出的商家往往也不是那种追求质量，追求创新的商家，而是那些擅长偷工减料打擦边球的商家。这也导致了拼多多的消费端，虽然拼多多希望给顾客留下的是性价比，但我们还没有办法做到闭着眼睛买东西，因为我们买到低质或假货的可能性还很高。一句话，就是拼多多这个平台赚太多钱了，在这个过程中，商家还没有获得足够的利润，真正想做好产品有创造力的商家，还没办法在拼多多这个平台上很好的生存。如果整个生态上，只有平台赚大钱，商家不赚钱，真正好的商家没法脱颖而出，那毫无疑问这个生态是不健康的，也是没法持续的，这个就是拼多多目前存在的问题。换成大白话就是说，“在你上面的那些商家老板都半死不活了，你觉得你每年赚1000亿是可持续的吗？”所以拼多多的CEO才会在电话会议上说，过去这个季度，外部环境的变化给商家带来了新挑战。在这个关键时刻，我们发挥平台企业的社会效能和责任担当，推出了‘千亿扶持'惠商新战略，坚定护航商家穿越周期。” 他还要求公司上下力出一孔，全面投入这一新战略，优先保证用户和商家的利益，努力为商家提供更多确定性，助推产业平稳转型。这是拼多多基于长期价值，必须要补上一课！所以，我标题说的拼多多缺的一条腿，其实就是共赢生态这条腿。很多人判断，这个季度拼多多的利润下降，是因为跟目前的国补政策有关系。拼多多以第三方商家为主，缺乏自营体系，且平台上以白牌商品居多，因此在对接国补政策时处于劣势，导致在承接国家补贴政策方面相较于京东、阿里等自营平台处于劣势。为弥补这一短板，拼多多加大了对商家的补贴力度，增加了平台的营销费用，影响了短期利润表现。是的，这个判断没问题，国补政策肯定的影响了拼多多的利润。但我们要问，拼多多上面的商品为什么都是白牌？其实核心原因就是在拼多多的成长历史中，这些商家没有持续的收益，没有真正的成长起来。所以陈磊在电话会议上说：“在外部环境不确定性加剧，拼多多果断支持消费者和商家，将他们的需求放在平台之前。我们相信这些举措是投资，最终将带来更强大、更高质量的商家生态系统。从长远来看，这些努力可能会在短期甚至相当长的一段时间内对我们的盈利能力产生影响。”对他说的“甚至相当长的一段时间”。我觉得他说的是真话，因为拼多多的野蛮生长的时期结束了，现在要深耕生态建设，这个当然不是短时间可以做成的事情。如果你看过拼多多黄铮的一些演讲和分享，以及了解了拼多多的文化，应该会相信，拼多多过去出现了一些问题，都是公司发展的阶段性问题，有理由相信当拼多多会把共赢生态这条腿把它补上后，我想那时拼多多的市值一定会超过Costco，因为相对于Costco，拼多多的市场更大，中国的供应链更强。

In the latest episode of The Retail Tea Break podcast we explore how modern retail leaders are blending passion, people and purpose to drive meaningful growth. George Sullivan is the Founder and CEO of The Sole Supplier, a shopping platform and marketplace connecting sneakerheads with hard to find products. Through the use of innovative tech, engaging content and strategic partnerships, the brand drives over £50 million gross merchandise value (GMV) annually, to global brands like Nike, Adidas and ASOS. Over the past decade, George has bootstrapped the company from a bedroom blog to a UK powerhouse, driven by an amazing team of 30 at their Shoreditch hub in London!Tune in for a thought-provoking discussion on the evolving retail landscape and what it really takes to lead with heart and innovation.So grab that cup of tea, sit back and listen to the latest episode of The Retail Tea Break podcast.Key themes include:People-First Leadership: Creating supportive, ego-free team culturesAuthentic Community: Building real connections that drive loyaltyCreative Content: Human-led storytelling amplified by AI toolsAI + Human Insight: Using tech to enhance, not replace creativityRetail Trends: Shoppers want stories, transparency and valuesPassion-Led Projects: Solving real problems with purposeWhat's Next: New content, podcast relaunches and brand collabsCatch up on previous episodes on your favourite podcast platform and while you're there please hit that follow button so that you get to listen to it first every week. If you'd like to get involved in the next season of the podcast, as a guest or a sponsor please email melissa@theretailadvisor.ieA huge thank you to our sponsor, International Retail Magazine. Make sure you subscribe today! Read the latest edition here: https://irg-retail.com/international-retail-magazine/

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫美团：短期超预期、中期看竞争、长期看监管，来自星海游心。短期超预期：财报表现强劲，核心业务韧性凸显2025年一季度，美团交出了一份超出市场预期的成绩单。财报显示，公司总营收同比增长18.1%至866亿元，净利润同比大增87.3%至101亿元，调整后净利润达109亿元，同比增长46.2%。这一表现得益于核心本地商业与新业务的双轮驱动：核心本地商业收入643亿元，经营溢利135亿元；新业务收入222亿元，经营亏损收窄17.5%至2.3亿元。1.外卖与闪购业务齐头并进外卖业务保持健康增长，用户粘性和购买频次进一步提升。美团创新推出的“品牌卫星店”模式成效显著，截至一季度已助力480多个品牌开出3000家卫星店，有效丰富了外卖供给。闪购业务更是成为亮点，非餐饮品类即时零售日单量突破1800万单，饮料零食、3C产品、家用电器等品类增长显著，累计交易用户数超5亿，其中90后年轻消费者占比达三分之二。闪购业务的快速扩张不仅带动了骑手收入增长，还通过高毛利品类优化了收入结构。2.到店酒旅业务稳健增长到店酒旅订单量同比增长超50%，年度交易用户及活跃商家数均创历史新高。升级后的“神会员”计划成为新增长动力，通过整合全生活场景权益，有效提升了用户复购率。在高星酒店领域，美团与全球品牌合作推出“酒店+X”打包产品；在下沉市场，数字化渗透加速，为低线城市用户提供了更多高性价比选择。3.新业务减亏与国际化突破新业务亏损同比收窄55%至21.8亿元，经营亏损率从26%降至9.5%。海外市场方面，Keeta在沙特表现亮眼，凭借高效配送和本地化运营赢得用户认可，并计划于近期进入巴西市场。国内新业务如B2B餐饮供应链、共享单车等持续巩固市场地位，为长期增长奠定基础。中期看竞争：京东、抖音正面交锋，阿里生态协同施压尽管短期业绩亮眼，美团中期面临的竞争压力呈现多元化特征。京东以外卖为切入点直击高频场景，抖音通过内容流量重构到店生态，阿里则依托电商与支付生态渗透即时零售，三方形成差异化博弈格局。1. 京东外卖闪电破局：高频带低频的战略博弈京东凭借“骑手五险一金+商家免佣金+百亿补贴”策略，外卖日订单量在上线75天后突破2000万单，单均补贴力度达10元。其核心逻辑是通过外卖高频场景为零售业务引流，形成“外卖亏损、零售盈利”的交叉补贴模式。尽管美团日均单量仍达6000万单，规模效应下配送成本优势显著，但京东的激进策略可能导致美团Q2核心本地商业收入增速放缓至10%以下，经营利润率环比下滑。京东的竞争本质是“零售巨头对本地生活的降维打击”，其供应链能力与美团闪购形成直接竞争。2.抖音内容渗透：重构本地生活流量入口抖音已成为美团到店业务的最大威胁。2024年其本地生活GMV达5600亿元，同比增长81%，2025年目标直指8000亿元。抖音通过短视频、直播、POI标签等内容形态，将“种草-交易-履约”链路闭环，覆盖商家超610万家，达人探店带动商家收入增长53%。在年轻用户中，抖音“先看内容再消费”的习惯已形成替代效应，其在综合类目的覆盖率已超美团，到店餐饮订单量占美团的比例从2023年的15%提升至2025年Q1的32%。尽管美团在核销后服务仍占优，但抖音通过“门店直播秒杀”等模式，正在抢夺商家的流量预算和用户心智。3.阿里生态协同：流量与供应链的双重施压阿里虽未直接以“外卖”作为主攻方向，但依托电商生态与支付入口，形成多维度渗透：即时零售：淘宝闪购日均订单量突破800万单，整合饿了么配送网络与淘宝天猫品牌资源，推出“1小时达”数码家电、服饰美妆等品类，依托8.74亿淘宝月活用户，以“低价秒杀+社交裂变”分流美团闪购用户；外卖业务：饿了么通过“超时免罚”“灵活考核”优化骑手体验，联合淘宝推出“1.4元茶饮”“19.9元星巴克”等低价套餐，2025年Q1外卖日单量回升至3500万单；到店业务：支付宝“生活号”与口碑联动，以“支付即会员”模式切入中小商家，重点拓展社区餐饮、便利店等场景，虽GMV规模仅为抖音的1/3，但依托阿里88VIP会员体系形成差异化复购。阿里的竞争逻辑是“生态协同而非单一品类突破”，其供应链优势与美团闪购形成直接对标，支付入口则威胁美团收银系统的市场份额。长期看监管：合规成本上升与行业生态重构随着中国对平台经济监管趋严，美团需在合规与发展间寻求平衡，长期增长将更多依赖政策适配能力。1.骑手权益保障持续加码监管部门对灵活就业人员社保问题高度关注。美团自2022年起试点职业伤害险，已为7个省市近700万骑手缴纳15亿元保费，并计划2025年将覆盖范围扩展至全国。2025年4月启动的养老保险试点方案已在南通、泉州落地，预计未来将逐步推广至百万骑手。此外，美团取消配送超时罚款、试点“等灯等灯奖”等举措，旨在改善骑手工作条件，降低舆论风险。合规成本方面，预计2025-2027年，骑手社保支出将使美团年均净利润减少3%-5%。2.平台收费行为规范化市场监管总局2025年5月发布的《网络交易平台收费行为合规指南（征求意见稿）》明确禁止重复收费、只收费不服务等8类不合理行为，并要求平台公示营销推广费规则。这可能压缩美团佣金和广告收入空间，尤其是到店酒旅业务的高佣金模式面临调整压力。美团已通过“十亿助力金计划”补贴商家，并承诺未来三年投入1000亿元支持行业高质量发展，以缓解监管带来的成本压力。3.反垄断与数据安全风险尽管美团在本地生活领域尚未被认定为垄断，但监管层对“二选一”、数据滥用等问题的关注持续存在。例如，抖音通过流量优势要求商家“优先在抖音开展直播团购”，可能引发对平台生态公平性的审查；美团则需在用户数据收集、骑手轨迹监控等方面加强合规，避免因数据安全问题引发处罚。海外扩张方面，Keeta在沙特等市场需遵守当地劳工法和数据主权要求，合规成本较国内更高。短期韧性与长期挑战并存1.短期超预期验证商业模式优势美团凭借规模效应、精细化运营和全场景协同，在2025年一季度实现了营收与利润的双增长。闪购业务的爆发、到店酒旅的结构性优化以及新业务减亏，均体现了其商业模式的韧性。尽管二季度面临京东、抖音、阿里的多维竞争，但市场已对悲观预期有所定价，股价回调为长期投资者提供了入场机会。2.中期竞争将重塑行业格局京东、抖音、阿里的入局使行业从“双寡头”转向“多元博弈”：京东以资本补贴冲击外卖基本盘，抖音以内容流量重构到店逻辑，阿里以生态协同渗透即时零售。美团的应对策略需更具针对性：对京东需强化配送成本优势与商家补贴效率，对抖音需加快内容化转型，对阿里需巩固中小商家数字化壁垒。竞争可能导致行业利润率短期承压，但长期来看，具备技术迭代能力和生态粘性的平台将主导市场。3.长期监管驱动行业良性发展监管政策虽增加了合规成本，但也推动行业从“规模优先”转向“质量优先”。美团通过骑手社保、商家数字化扶持等举措，正在构建更可持续的生态系统。此外，监管对数据安全和公平竞争的要求，将倒逼美团提升技术透明度和商业模式创新，为其海外扩张积累经验。例如，Keeta在沙特的本地化运营已采用“政府监管+平台自治”模式，未来可复制至其他市场。总体而言，美团在短期展现出强劲的增长动能，中期需在多元竞争中动态调整策略，长期则需在监管框架下探索“效率与公平平衡”的新范式。投资者应关注其核心业务的盈利稳定性、技术投入的转化效率以及全球化布局的进展，以把握行业变革中的结构性机会。

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫谈谈拼多多，来自wangdizhe。2020年美股熔断那会儿，腾讯大概460港股，都憋在家里，所以打游戏，看视频的反而多了，业绩向好，股价并不便宜。亚马逊股价120美元左右，反而逆势上涨。连续上涨的，甚至不怎么跌的，都没买入的必要。在那个时候，已经注意到了拼多多，但研究不多，股价大概40美元附近。拼多多不仅年轻人在用，而且很多上岁数的人在用，因为“不用砍价”，也不用太和卖家沟通，都是爆款，性价比高，直接下单即可，能有效降低生活成本。这几年业绩增长很快，先看看2024年，营收3938.4亿元，同比增长59%，归母净利润1124.3亿元，同比增幅高达87%。拼多多东西卖的很便宜，但它2024年毛利率60.93%，净利率28.55%。全年总毛利润3938.36*60.93%=2400亿元，同比增长54%。拼多多毛利率60.93.%。显著高于阿里巴巴和京东，核心差异在于拼多多以轻资产广告为主，而阿里、京东需承担物流和仓储成本。所以拼多多是轻资产经营模式。拼多多的生意，广告业务是真挣钱的地方，因为广告业务毛利率超过80%，远高于商品销售。得有人看，有人点，流量才大啊，所以拼多多就用高性价比属性，来吸引流量。2024年广告收入占比达50.3%，这一比例远超传统电商平台。所以卖东西，就是一个引子，核心是收商家的广告费。它是一种特殊的“内容变现模式”，内容不是短视频或者文章，而是人们一次次购买商品的行为，创造了一种“行为流量盈利模式”。所以表面看是卖东西的，其实是主要靠广告挣钱，当然了，二者是联动在一起的，也需要极致的供应链控制。早在2009年初的时候，阿里的聚宝盆项目，我就注意过，其实很多年之后，拼多多学了这个项目的精髓，并利用了移动互联网的新玩法。拼多多负债率37.96%，显著低于行业平均水平，处于电商行业低位。负债率2019年时候是67.59%，那时候刚起步，花的多挣的少，慢慢的盈利起来之后，负债就降低了。总负债258.14亿美元。其中流动负债为258.14亿美元，主要由应付账款和其他流动负债构成，无短期借款非流动负债仅4.52亿美元：包括融资租赁负债等长期负债。整体看有息负债率也就是1%（大概15亿元人民币），财务费用为0，几乎无利息支出压力。现金及短期投资达547.98亿美元，是流动负债的2.12倍，流动比率为2.21，远超1的安全线同时截至2024年底，现金储备总额达3316亿元人民币，覆盖总负债126%，无流动性风险。全年经营活动现金流净额1219亿元人民币，自由现金流1213亿元，现金流对净利润的覆盖率达108%，盈利质量很高。所以，看一下净现金，也就是，净现金=货币资金+交易性金融资产-有息负债。也就是1261.94+2737.92-15=3985亿人民币。现在的总市值大概1700亿美元，汇率如果按照7.2计算，那就是12240亿人民币。减去净现金就是8255亿人民币。静态看，归母净利1124.35亿元，潜在市盈率大概7.34倍。当然了，汇率部分会有些影响，但不大。另外这么算仅仅是一个“毛估估”的数据，因为近2年以来，归母净利都在以90%的增速在增长，这还没有考虑业绩成长性。机构普遍认为拼拼多，在今年业绩增速会慢慢降下来，归母净利大概1263亿元，同比增速12.33%，所以动态看，潜在市盈率就是6.54倍。到了2027年，归母净利大概1770亿元，那样的话市盈率就是4.66倍。其实随着盈利提升，账面现金也会更多，这部分还没细算。高毛利率，高净利率，高现金度，低负债率，估值还低，这几项是牛股要素，看着挺不错的。再看看它这个钱是具体怎么挣的。一种是按照盈利模式来分。这种分法简单，就是广告和交易服务。第一大部分，在线业务服务，也就是广告业务全年收入1979.34亿元，占总营收50.3%，同比增长29%分类业务毛利率没公布，只告送公司整体毛利率60.93%。但可以大致推导一下，按照历史数据广告业务毛利率80%左右，但2024年受补贴影响可能略降至约76%，这样广告业务毛利润就是大概1979.34*76%=1504亿元。这一高毛利得益于精准推荐算法和商家生态优化，广告投放效率行业领先。商家为提升商品曝光支付广告费，拼多多则通过AI算法优化广告投放效率。2024年，品牌广告预算占比提升至40%，苹果、戴森等高客单价品牌入驻推动收入结构优化，所以现在的拼多多和早前不同了，慢慢不那么低端了。比如“百亿补贴”项目，这上面的商品通过高流量曝光吸引商家投放广告，形成 “低价引流-高曝光-广告变现”的经营闭环。第二大部分，交易服务。全年收入1959.02亿元，占总营收49.7%，同比增长108%，首次与广告收入持平。这部分业务从营收组成维度，分3块也就是国内主站佣金+多多买菜+Temu。首先，国内主站佣金，包括百亿补贴商品的佣金抽成，全年约463亿元。其次，多多买菜的社区团购业务营收约300亿元，占总营收的7.6%，已实现盈亏平衡。再看，Temu，贡献交易服务收入的主要增量，全年营收约1196亿元，占总营收30.4%。Temu通过全托管模式快速扩张，GMV达4000亿元，但因物流补贴和价差模式，货币化率低于国内主站。交易服务的毛利率也没公布，但按照历史经验，国内电商业务拼多多交易服务毛利率大概60%左右，显著高于京东，接近阿里巴巴，拼多多跨境电商Temu的毛利率约25%，低于SHEIN，特别半托管之后比全托管还会下降一些。所以综合来看，这部分整体毛利率大概为40%左右，那么整体毛利润就是1959.02*40%=784亿元。校对一下，784+1504=2288亿元，和3938.36*60.93%=2400亿元，相对接近。这部分肯定有误差，但应该也差不多。其实从挣钱模式上，交易服务也可以总结为3种挣钱模式，分别是“抽成+佣金+倒货价差”。第一就是“交易抽成”，和股票投资的佣金费类似，基本是从商家交易额中抽取0.6%-5%的佣金，其中Temu贡献超半数，所以海外业务增速很猛。第二，支付手续费，这个就是通过自有支付体系“多多钱包”收取交易手续费，覆盖约80%的订单。第三，是进销差价。在多多买菜和Temu的类自营模式下，平台采购商品后加价销售，这个业务就是利用自营平台直接买东西，挣钱，类似于“倒爷”那种模式，吃价差。看完大致的业务划分，再看看拼多多的经营特点，主要是4点，一个个看。一、高性价比：拼多多继续以“百亿减免” 为核心，通过C2M模式压缩供应链成本，商品价格较同行低20%-40%。2024年国内GMV达4万亿元，下沉市场渗透率82%，用户规模9.2亿，接近电商用户天花板。同时，平台通过“超级加倍补”等促销活动，在双十一期间订单量突破6100万单，强化性价比优势，提升心智占领黏性。二、品牌提升与品质升级：推出“新质商家扶持计划”，投入100亿元资源包，助力产业带商家转型，品牌GMV占比提升至35%。例如，广东惠东女鞋产业带通过数据赋能，单厂日出货量突破1.5万双，区域订单增长35%。此外，“百亿补贴”引入苹果、戴森等高端品牌，高客单价商品GMV占比达31%，逐步打破 “低价即低质”的认知。三、技术驱动的效率优化：全年研发投入127亿元，重点用于动态定价算法、物流中转仓模式及商家服务系统升级。例如，“异常订单预警”系统降低商家风险，“推广服务费退返” 每年为商家降本数十亿元。四、全球化扩张：Temu在2024年成为全球增长最快的跨境电商平台，GMV达540亿美元，同比增长150%，新增下载量5.5亿次，美国市场占比超45%，欧洲、拉美市场快速扩张在这四个策略中，核心还是“高性价比”。这是拼多多最突出的属性。依托C2M模式直接对接产业带，将设计到生产周期压缩至7天，孵化出1200个工厂品牌，消解传统品牌溢价，重塑“国民级供应链”。也就是它追求极致的供应链管理效率与流量的配合，并且是在轻资产模式下完成的。另外对于每个主竞品，拼多多其实都有自己的思考和应对。在国内对手主要是淘宝和京东。淘宝的特点，就是东西多，啥都有。拼多多的策略就是，第一精简sku，做的更专注，而且性价比更高，通过动态定价算法和物流优化直接降低商品价格。第二，拼供应链深度赋能，比如通过“电商西进”计划，带动西部地区订单量双位数增长，为偏远地区近亿消费者实现“全面包邮”，覆盖淘宝未充分渗透的市场。第三，在活动上与淘宝的“百亿补贴”形成对抗。第四通过“仅退款”等实用策略强化用户信任。京东的特点，就是快，东西正品。拼多多的策略，第一还是性价比高，京东都是自建的系统，所以它资产结构天生就重，费用率难以有效降低，所以京东上的东西不会很便宜，而拼多多“身轻如燕”，资产结构很轻，所以它一边卖货挣佣金，一边卖货攒流量挣广告费，所以它卖东西可以便宜的多，因为广告毛利率超高，有其他地方找补回来。第二物流本地化，在全国建设中转仓，西部配送时效提升至3-5天，与京东的“次日达”差距缩小，拼多多送货的速度在提升。第三，也在慢慢提升品质感，比如通过“新质商家”计划提升商品质量，以及吸引优质品牌入驻。在海外，对手主要是SHEIN和亚马逊。拼多多弄了一个Temu。中国企业现在到外面很能打的，因为国内更卷，当年能从淘宝眼皮底下做出来，已被视为“不可思议”。对标亚马逊，其实也啥可怕的了。海外Temu部分2024年增速很快，但亏损200多亿，如果去掉这部分业务，2024年归母净利就1300亿之上了。Temu业务的特点基本是复制国内业务。然后就是加了一个“本土化运行”。基本也是4步。第一，极致性价比。这个永远是第一刀，因为没性价比流量也会少，这样广告业务就会走弱。Temu通过全托管模式直接对接中国产业带工厂，剔除中间商环节，实现商品价格仅为亚马逊的30%-50%，例如，美国市场同类商品价格比亚马逊低20%-30%，即便叠加关税后价差仍保持10%-15%，此外Temu通过半托管模式（如欧洲本地仓）进一步降低物流成本，部分商品配送时效已逼近亚马逊FBA的4天标准。玩的就是速度差不多，但比亚马逊便宜大概三分之一。第二，社交裂变与流量裂变。借鉴拼多多的“砍一刀”模式，Temu在海外推出邀请奖励机制，在国内用微信玩，在海外换成通过Facebook、TikTok等社交平台分享链接，实现指数级传播。数据显示，Temu用户日均打开次数达6.8次，远超亚马逊的3.2次。此外，Temu在TikTok、YouTube等平台与KOL合作，通过“Try-On Haul”等互动内容吸引年轻用户。第三，供应链与物流创新打造极速响应能力，通过AI预测系统和产业带“共享产能池”，Temu在快时尚品类实现72小时极速上架，比SHEIN快30%。首单试产仅需500件，大幅降低库存风险。另外打造全球物流网络，在美国、墨西哥、欧洲建立本地仓，美国区全托管商品配送时效缩短至8天，半托管模式可实现4天交付。欧洲本地仓覆盖后，80%以上订单从本地发货，配送时效从数周缩短至几天。第四，本地化深度运营。设计市场细分策略，比如在日本推出“全免运费+ 90 天退货”，满足高服务标准。在韩国聚焦5-165元人民币商品，与KakaoPay合作本地支付强化本地供应链整合，在英国、日本、墨西哥等地开放本地卖家入驻，要求商家使用本地仓发货，例如英国消费者购买家具等大件商品最快可1天送达。2025年，Temu计划将欧洲市场份额提升至35%，降低对美国市场的依赖。SHEIN专注于快时尚，而Temu覆盖家居、电子产品、日用品等全品类，所以灭SHEIN很容易，核心对手是亚马逊，亚马逊Prime会员体系以服务取胜，temu通过全托管模式压缩成本，商品价格比亚马逊低10%-20%。例如，Temu半托管商家按7-8折供货，平台甚至补贴降价，使美国消费者能以亚马逊七折的价格购买同类商品。此外，Temu通过墨西哥仓和半寄售模式规避关税，进一步降低成本。物流时效与模式创新维度，亚马逊FBA以3-5天配送为核心竞争力，这其实比京东差远了。而Temu通过本地仓布局和半托管模式逼近其时效。同时，Temu推出Y2模式，允许商家从中国直发美国，虽然时效延长至14天，但降低了库存压力和资金周转风险。用户心智与流量获取维度，亚马逊依赖Prime会员的高忠诚度，而Temu通过巨额广告投放和社交裂变快速获客。例如Temu在美国超级碗投放广告后，下载量一度超越TikTok。此外，Temu通过高收入用户渗透打破“低价=低质”的刻板印象。对于拼多多的情况，有些了解了，那是否值得投点呢？这个因人而异了。因为每个人投资逻辑不同，仓配不同，敏感度不同，偏好也不同整体看，滚动市盈率10.81倍，分位点6.26%。阿里巴巴是18.39倍，亚马逊34.03倍，似乎还可以，而且之前聊过了，现金流充裕，基本没有有息负债，轻资产运营模式。Temu项目如果盈利，那必然估值提升。但很明显，海外业务会面对关税战的挑战，存在诸多不确定性，2025年估计也只能做到“减亏”。但即便最后不顺，直接砍掉Temu项目，靠着国内主站也能支撑起盈利端。护城河肯定不如腾讯这种，即便是国内主站，也有淘宝和京东竞争，而且抖音电商增速也很快。美股整体高估，如果未来杀跌，拼多多不会“独善其身”。而且后面如果关税战再升级，中概股有可能整体从美股退市，而拼多多也没在港股上市，所以可能面临“过渡期折价”。

**This is a one-off cross-promotional episode of our new podcast: Sharetribe Founder Stories.**This new podcast features interviews with founders building successful online marketplaces with Sharetribe. Discover how founders identified opportunities, overcame challenges, and scaled their platforms—from their first transaction to millions in GMV. Each episode dives into both the strategies that worked and the mistakes that taught valuable lessons.In this first episode, you can hear the story of Marcel Fairbairn and Gearsource.GearSource is a marketplace that helps rental companies sell professional audio and event production equipment they no longer need. Marcel Fairbairn built the company in 2002, which makes GearSource one of the oldest online marketplaces still in operation, alongside giants like eBay and Amazon.What you'll learn:How a self-funded founder built one of the oldest surviving marketplaces on the internetHow Marcel identified an “invisible inventory problem” that became an idea for a marketplace businessThe critical "aha moment" when Marcel realized his 16-year-old business was actually a marketplace, and how that changed everything in Marcel's approachWhy lowering commission rates accelerated growth and scalabilityThe painful lessons from three platform migrations before finding stability with SharetribeHow to transition from a high-touch service model to an automated marketplaceMarcel's unconventional strategy: "Be aggressive on growing revenue, conservative on growing expenses

Livestreaming e-commerce, the practice of promoting products via live online broadcasts, has played a vital role in bolstering the growth of consumption and expanding employment, serving as an important force driving China's high-quality economic development, a new report said.据报告称电商直播作为通过实时在线直播推广商品的新兴模式，在促进消费扩容、带动就业增长方面发挥着重要作用，是推动中国经济高质量发展的重要引擎。According to a report released by the research institute of the China International Electronic Commerce Center, a livestreaming room can generate more than 30 new occupations and create a large number of jobs in the upstream and downstream of industrial chains.中国国际电子商务中心研究院发布的报告指出，单个直播间可衍生出30余种新职业，并在产业链上下游创造大量就业岗位。These new professions include livestreaming hosts, video analysts, video editors and cost assessors, while new jobs related to the operation of livestreaming rooms include the selection of products, video script planning, content production and data traffic allocation.新兴职业群体包括直播主播、视频分析师、视频剪辑师及成本核算师等专业人才。围绕直播间运营，还衍生出选品策划、脚本创作、内容制作、数据流量分配等配套岗位。Based on the survey from short video platform Kuaishou, among the enterprises that have been continuously conducting livestreaming marketing, over 70 percent of new customers come from livestreaming e-commerce and the speed of product innovation after livestreaming sessions has doubled, the report noted.报告援引短视频平台快手的调研数据显示，在持续开展直播营销的企业中，超七成新增客户源自电商直播渠道，且直播后产品创新速度提升了一倍。This indicates that livestreaming e-commerce has become a significant driving force for enterprises to acquire new users and promote industrial innovation.这印证了电商直播不仅为企业开辟了用户增长新路径，更成为驱动产业创新的重要加速器。The report pointed out that by leveraging cutting-edge digital technologies such as artificial intelligence and big data, livestreaming has offered consumers an interactive, immersive and real-time shopping experience, and an increasing number of brands are starting their own livestreaming activities on platforms to forge a stronger emotional connection with shoppers.该报告指出，借助人工智能和大数据等尖端数字技术，电商直播为消费者打造了交互式、沉浸式、即时化的购物体验。目前越来越多品牌选择在平台开展直播活动，以强化与消费者的情感纽带。"E-commerce via livestreaming has not only profoundly changed consumers' shopping habits, but also injected new impetus into the country's economic growth," said Zhai Weibin, deputy head of the China International Electronic Commerce Center.中国国际电子商务中心副主任翟伟斌（Zhai Weibin）表示：“电商直播不仅深刻改变了消费者的购物习惯，更为国家经济增长注入了新动能。”The report highlighted the significant role of livestreaming e-commerce in contributing to regional economic growth, driving industrial transformation and upgrades, supporting rural vitalization and expanding sales channels for agricultural products.报告强调，电商直播在促进区域经济增长、推动产业转型升级、助力乡村振兴、拓宽农产品销售渠道等方面发挥着重要作用。Li Yongjian, a researcher at the National Academy of Economic Strategy under the Chinese Academy of Social Sciences, said livestreaming e-commerce can help narrow the income gap between urban and rural residents, as research shows that if the gross merchandise value or GMV of fresh food increases by 1 percent during the livestreaming sessions, the per capita disposable income of rural residents will increase by 0.03 percent.中国社会科学院国家财经战略研究院研究员李勇坚（Li Yongjian）指出，研究表明当直播场景中农产品交易额每增长1%，农村居民人均可支配收入将提升0.03%，这表明直播电商有助于缩小城乡居民收入差距。Data from market consultancy iResearch showed that the revenue of China's livestreaming e-commerce sector reached 5.8 trillion yuan ($803.3 billion) last year, with the compound annual growth rate reaching 18 percent between 2024 and 2026.艾瑞咨询数据显示，去年中国电商直播市场规模达5.8万亿元（约合8033亿美元），2024至2026年复合年增长率将保持在18%。Experts said short-video platforms are doubling down on efforts to expand their presence in livestreamed shopping, with online traffic shifting from traditional e-commerce platforms to video-sharing apps.专家分析，随着线上流量从传统电商平台向短视频平台迁移，短视频平台正加大直播购物领域的布局力度。Meanwhile, the rapid evolution of artificial intelligence has become a new engine bolstering the high-quality development of the livestreaming e-commerce sector, and is reshaping the landscape of the industry given that the technology has significantly improved operational efficiency, reduced labor costs and lifted purchasing conversion rates, the report said.报告特别指出，人工智能技术的快速发展正成为助推电商直播高质量发展的新引擎。该报告称AI技术通过显著提升运营效率、降低人力成本、提高购买转化率等优势，正在重塑行业格局。The report stated that through data analysis and algorithm recommendations, AI can precisely match the goods or services that consumers are most interested in and predict their demand, providing data support for the design and production of new products.报告指出，通过数据分析和算法推荐，人工智能可以精准匹配消费者最感兴趣的商品或服务，预测消费需求，为新产品研发设计提供数据支撑。Livestreaming featuring AI-powered virtual hosts has also emerged as a new trend. Global consultancy Forrester said more business-to-consumer brands are using virtual hosts to attract digital-savvy and novelty-seeking young consumers, as they cost less than human talent and reduce risks such as celebrity scandals.人工智能虚拟主播直播已成为新兴趋势。全球知名咨询公司弗若斯特（Forrester）指出，相较于真人主播成本更低且能规避明星丑闻等风险，越来越多面向消费者的品牌开始运用虚拟主播吸引精通数字技术、热衷尝新的年轻消费群体。"Livestreaming could allow hosts to interact with customers in real time and answer their queries immediately, which will greatly improve people's shopping experiences and lure more shoppers to purchase online," said Chen Tao, an analyst with internet consultancy Analysys in Beijing.“通过直播形式，主播可与消费者实时互动并即时答疑，这将显著提升购物体验，吸引更多消费者选择在线消费。”北京互联网咨询机构易观的分析师陈涛表示。这一新兴模式正在重塑电子商务领域的用户互动方式。livestreaming e-commerce电商直播cutting-edgeadj.前沿的，最前沿的data analysis数据分析，资料分析algorithm/ˈælɡərɪðəm/n. 算法; 计算程序the per capita disposable income人均可支配收入

Join Anna in this episode of Astronomy Daily as she uncovers the latest advancements in space exploration and astronomical discoveries that are shaping our future in the cosmos. Prepare for an enlightening journey through a range of captivating stories that highlight humanity's growing presence beyond Earth.Highlights:- Revolutionary Lunar Navigation: Explore the groundbreaking Lupin navigation system developed by GMV, which aims to bring GPS-like precision to lunar exploration. This innovative technology could transform how astronauts and rovers navigate the Moon, making exploration more intuitive and efficient.- Expansion of China's Tiangong Space Station: Delve into China's ambitious plans to expand its Tiangong Space Station with new modules using the Long March 5B rocket. This expansion will enhance scientific research opportunities and international collaboration, marking a significant step in China's space endeavors.- Anniversary of the Ganon Solar Storm: Reflect on the one-year anniversary of the historic Ganon solar storm, which showcased the vulnerabilities of our technological infrastructure and the importance of early warning systems in mitigating the impacts of extreme space weather.- Rocket Lab's Innovative Cargo Transportation: Discover Rocket Lab's new contract with the US Air Force Research Laboratory, aiming to demonstrate the reusability of their Neutron rocket for rapid point-to-point cargo transportation. This mission could revolutionize logistics on Earth, delivering critical supplies within hours.- Fascinating Extended Space Missions: Learn about the remarkable stories of astronauts who faced extended missions aboard the ISS, highlighting the psychological and technical challenges of long-duration spaceflight. These experiences will inform future missions to Mars and beyond.For more cosmic updates, visit our website at astronomydaily.io. Join our community on social media by searching for #AstroDailyPod on Facebook, X, YouTubeMusic, TikTok, and our new Instagram account! Don't forget to subscribe to the podcast on Apple Podcasts, Spotify, iHeartRadio, or wherever you get your podcasts.Thank you for tuning in. This is Anna signing off. Until next time, keep looking up and stay curious about the wonders of our universe.Chapters:00:00 - Welcome to Astronomy Daily01:10 - Introduction to the Lupin Lunar Navigation System05:00 - China's Tiangong Space Station expansion plans10:00 - Anniversary of the Ganon solar storm15:30 - Rocket Lab's point-to-point transportation contract20:00 - Stories of extended astronaut missions and their significance✍️ Episode ReferencesLupin Lunar Navigation System[GMV](https://www.gmv.com/)Tiangong Space Station Expansion[China Aerospace Science and Technology Corporation](http://www.casc.cn/)Ganon Solar Storm[NOAA](https://www.noaa.gov/)Rocket Lab Neutron Rocket[Rocket Lab](https://www.rocketlabusa.com/)Astronomy Daily[Astronomy Daily](http://www.astronomydaily.io/)Become a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-exciting-space-discoveries-and-news--5648921/support.

Send us a textYou're scaling on TikTok Shop... GMV looks amazing... But somehow your profits are disappearing.In this episode, Jordan breaks down why TikTok Shop sellers are quietly bleeding cash—and how to plug the holes before it's too late. We walk through the real math behind a $100 order, the creator commission trap, fulfillment pitfalls, and platform fees that sneak up on even the most seasoned operators.This isn't just about sales volume. It's about contribution margin—the number that actually keeps the lights on.If you're on TikTok Shop or planning to scale, you can't afford to miss this one.

refurbed, the leading online marketplace for refurbished products in Ireland has surpassed €2 billion in gross merchandise value (GMV) this year, marking a major milestone in advancing the circular economy both in Ireland and across Europe. Irish sales account for €100 million of this total, with over 300,000 products sold in Ireland since the company's launch. When it comes to sustainable tech purchases, Irish consumers rank among the top buyers across refurbed's eleven markets. They bought the second highest number of refurbished laptops out of eleven markets and the joint second highest number of tablets. Irish consumers are also marked the highest in terms of gifting cameras, buying twice as many cameras as a German consumer during the Christmas period. Audio devices, smartwatches and gaming consoles ranked the most popular purchases for Irish consumers, after smartphones and laptops. Speaking on the announcement, refurbed's co-founder and CEO Peter Windischhofer said: "Since refurbed's foundation, our mission has been to drive the circular economy and make sustainable consumption more accessible. Reaching €2 billion in sales is a clear sign that Europe is embracing this change, with Irish consumers buying into many different categories. "With more people prioritising the environment over e-waste and hyperconsumption, it is clear that this is not merely a trend, but a lasting priority. The planet can no longer sustain our level of production, so this momentum is extremely encouraging." refurbed's growth refurbed reached €1 billion in sales in 2023, doubling its GMV in just two years and signifying 100% total growth. refurbed has recently closed a €53 million Series C funding round, expanded its operations to now include eleven European countries and widened its offering to 25,000 products available on its marketplace. The company's growth and momentum reflect a shift toward sustainable consumption, driven by increasing consumer awareness of the negative impact of new technology production. Last year, refurbed earned B Corp certification for its commitment to social and environmental responsibility and transparency. To measure its impact, the company developed an ISO 14040/44 verified calculation model. On average, a refurbished smartphone saves 83% in CO2 emissions, 89% in virtual water, and 77% in electronic waste. Every product sold on refurbed's marketplace undergoes a rigorous refurbishment process of up to 40 steps, including data erasure and restoration to factory settings. To ensure customer confidence, each device comes with a 30-day free trial and a minimum 12-month warranty. Since its inception, refurbed has saved over 270,000 tonnes of CO2, 900 tonnes of e-waste, and 94 billion litres of water, planting more than 6.6 million trees. See more stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

In this episode of The Negotiation, we're joined once again by Jacob Cooke, Co-founder and CEO of WPIC Marketing + Technologies. Jacob walks us through the key insights from WPIC's latest data report profiling the fastest-growing consumer segments in China's e-commerce market. Drawing from GMV data across Tmall, JD.com, and Douyin, the report reveals a story of recovery, consumer optimism, and evolving channel strategies.Jacob kicks off with an overview of China's current consumption environment, highlighting a return of consumer confidence fueled by government stimulus, higher disposable incomes, and a willingness to spend. He then breaks down performance across platforms, noting the rapid rise of Douyin and Xiaohongshu, and explaining how brands should adapt to a more fragmented, omnichannel landscape.We then dive into category-specific insights, from the booming beauty and fashion sectors to the rise of experiential consumption, pet care premiumization, and the ongoing expansion of health and wellness products. Jacob also discusses growth in outdoor and active lifestyle categories, with impressive gains in cycling, hiking, and ski gear.Stay tuned for an insight-packed discussion that challenges the doom-and-gloom narrative and positions China as a dynamic and essential market for global brands.Discussion PointsWhy consumer confidence is rebounding in China—and what that means for international brandsPlatform performance: Tmall and JD's staying power vs. Douyin's rise in social commerceXiaohongshu's triple-digit growth trajectory and strategic role for brand discoveryBeauty and fashion trends: science-backed skincare, expressive makeup, men's groomingThe suitcase boom: post-pandemic travel + lifestyle trends = experiential consumptionWhat's fueling China's demand for fish oil, vitamin B, and dietary fiberOutdoor gear goes mainstream: cycling, skiing, hiking, and the crossover with fashionPremiumization in pet care: what's behind the $11.2B marketRising spend in the mother and baby category despite falling birth ratesKey takeaways for brands: adopt an omnichannel, data-driven strategy for growth

La basura espacial se ha convertido en una amenaza para futuras misiones al espacio. Millones de objetos de distintos tamaños orbitan alrededor de la Tierra grandes velocidades con el riesgo de colisión con satélites operativos, la propia estación espacial internacional e, incluso, astronautas que puedan encontrarse fuera del complejo. Hay proyectos para mitigar este problema y limpiar el espacio cercano. Hemos hablado con Alberto Águeda, director de vigilancia y gestión de tráfico espacial en la empresa española GMV. María González Dionis nos ha hablado del impacto ambiental de las guerras y, más concretamente, la voladura de la presa de Kakhovka en la guerra de Ucrania, que liberó una “bomba tóxica de relojería”. Hemos informado de la concesión del Premio BBVA Fronteras del Conocimiento en Ciencias Básicas a Avelino Corma, John Hartwig y Helmut Schwarz por sentar las bases de los catalizadores que hacen posible una química más eficiente y sostenible; y del Premio Abel de Matemáticas para el japonés Masaki Kashiwara por sus contribuciones al análisis algebraico y la teoría de la representación, el descubrimiento de las bases cristalinas y el desarrollo de la teoría de los módulos D, una herramienta clave para entender las ecuaciones diferenciales. Álvaro Martínez del Pozo nos ha hablado de las kinesinas, unas curiosas moléculas que se mueven en el interior de las células trasladando proteínas y otros componentes de un lugar a otro. Con Javier Ablanque al mando de nuestra máquina del tiempo hemos viajado a la Rusia de finales del siglo XVII para conocer el impuesto a las barbas y la física del afeitado. Y con José Manuel Torralba hemos analizado el deterioro de las medallas de “bronce” de los Juegos Olímpicos de París, cuya causa puede ser el latón con incrustaciones de hierro de la torre Eiffel con el que se han fabricado. Escuchar audio

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫拆解蜜雪冰城供应链：1元成本支撑起全球最大的餐饮生意，来自第三只眼看零售。截至2024年年底，蜜雪冰城门店数量达到了4.6万家，成为全球连锁餐饮中排名第一的品牌，并与其他企业拉开了差距。同期，麦当劳、星巴克的门店数量约为4.3万家和4万家。2015年，蜜雪冰城才走出了河南省。但现在其门店已经覆盖了全国从一线到县镇的各级市场，同时布局了海外11个国家及500多个城市，海外的门店数量已经达到了4800家。目前，蜜雪冰城的去年成交总额为583亿元，市值达到了千亿港元。这两个数字均已经超过了国内上市的现制饮品企业总和。而支撑这一切的则是售价2元的冰激凌和4元的柠檬水。事实上，当前环境下将东西卖得便宜，追求低价的企业并不少见。但难得的是，在维持绝对低价时，蜜雪冰城仍保证了商品品质及企业利润不低于行业平均水平。据了解，蜜雪冰城加盟商的毛利率能够达到55%，企业的毛利率与净利率分别为32%和18.7%。同时，蜜雪冰城还能够将商品即时配送到包括海外、乡镇市场在内的每一个门店。高昂的物流成本也不能被忽视。能够实现这一点的背后则是强大的供应链体系。今天来看，蜜雪冰城并不单纯是一家品牌企业，更是一家制造企业。真正掌握了研发、生产、物流等供应链的各个环节，并且通过规模效益不断压低了生产成本，最终实现了单杯饮品成本1元左右的极致性价比。可以说，过去十余年的时间蜜雪冰城将自身的供应链建设成了现制饮品行业的“水电煤”式基础设施，甚至已经不难看出可口可乐的影子。首先，我们了解一下企业基本情况蜜雪冰城成立于1997年，是一家以现制饮品销售为主的连锁企业。目前旗下有蜜雪冰城、幸运咖两大品牌。在现制饮品市场中，蜜雪冰城国内的市场份额为11.3%，在全球的市场份额则为2.2%，排名分别为第一和第四。若以出杯量计算全球排名则为第二，去年销售饮品超过90亿杯。目前，蜜雪冰城的门店覆盖了国内所有省级区域，进入的县城和乡镇分别达到了1700个和4900个。2018年开始布局海外市场，目前海外门店数量达到了4800家，涉及11个国家560个城市。其中，印尼、越南的门店总数均已经超过了1000家。其门店规模已经是全球最大。在2018年门店数量突破5000家之后，蜜雪冰城进入了快速扩张阶段，平均每年新开门店超过6000家。2020年门店数量突破了1万家，2021年突破了2万家。目前门店数量已经超过了4.6万家。与之对应的是营收规模也在迅速增加。2019年，蜜雪冰城的营收规模仅为25.55亿元，2023年的规模则已经突破了200亿元。终端门店的销售额目前已经突破500亿元。蜜雪冰城的营收主要来自向加盟商出售相关的物料和设备。近年来，这部分收入的占比达到了98%左右，其余收入则来源于加盟费用。其次，蜜雪的供应链结构蜜雪冰城的供应链涉及了上游原材料的供应，比如水果、乳制品、咖啡豆、糖、包装材料、设备等；中游食材产品生产，比如风味饮料浓浆、果酱、珍珠小料、烘焙咖啡豆等，最后再到现制饮品、冰淇淋的制作包装和销售。在整个供应体系中，目前蜜雪冰城多数原料实现了自给自足。公开资料显示，目前蜜雪冰城提供给加盟商的食材60%为自采，其中核心食材100%为自产。出于保证供应稳定的需求，2012年开始，蜜雪冰城就开始将业务向上游延伸。过去多年，先后成立了郑州宝岛、大咖国际食品、雪王农业、雪王智慧供应链、上岛智慧供应链等公司。目前，已经覆盖了农业基地、工厂、仓储物流等环节，形成了研发、采购、生产、物流的完整供应体系。具体看，在蜜雪冰城的供应体系中，雪王农业公司进行农产品的直采，大咖国际进行原材料生产加工，上岛智慧供应链、雪王智慧供应链负责仓储物流，蜜雪冰城则负责市场运营。蜜雪冰城的外部供应商主要涉及三类，分别是原材料供应、设备供应以及包装材料供应。目前的主要供应商是，佳和食品，负责植脂末、糖浆等奶茶原料；田野股份负责柠檬汁等原料果汁；宏辉果蔬负责橙子、柠檬等水果；海融科技负责奶精、奶油等；冰山冷热负责冷柜、雪融机等；东贝集团负责冰激凌、制冰机；家联科技负责纸杯、包材等；南王科技负责纸杯、包装袋等。在发展的过程中，蜜雪冰城不断在用自有的供应体系取代外部供应商，最终将自身从品牌企业打造成为制造型企业。举例来说，2020年口乐心还是蜜雪冰城前五大供应商，蜜雪冰城年采购规模达到了1.3亿元。但2022年，就已经取消了与其的合作。去年，蜜雪冰城与君乐宝合作建设“雪王牧场”，该牧场预计年产奶量达到4.2万吨。这也将为蜜雪冰城的鲜奶供应提供保证。此前，蜜雪冰城还通过自己生产糖蜜和果蜜的包装瓶将采购成本降低了50%左右。与此同时，蜜雪冰城还是行业内唯一自主研发生产、供应半自动咖啡机的企业。在这背后则是，2012年，蜜雪冰城成立了冰淇淋粉工厂，成为国内现制饮品企业中最早使用中央工厂的企业。2018年，投入8亿元打造了大咖食品产业园。目前，蜜雪冰城已经拥有了河南、海南、广西、重庆、安徽五大生产基地，年产能达到了165万吨。同时，食品生产损耗仅为0.71%，低于行业平均水平。第三，蜜雪的采购模式在采购上，蜜雪冰城最大限度发挥出了规模效益带来的优势。蜜雪冰城采购的商品主要包含食品类大宗产品、农产品以及其他辅料，采购量巨大。2023年，蜜雪冰城柠檬、奶粉、橙子的采购量分别达到了11.5万吨、5.1万吨、4.6万吨。为了保证供应的稳定和价格优势。蜜雪冰城整合了国内外供应商的供应资源。目前，已经建立了覆盖全球6大洲、38个国家的采购网络。同时，跳过了中间环节，将产业链延伸到了上游，建立了120个合作的种植基地。并且通过签订长期合作和保底收购协议，保证稳定供应。在商品采购上，蜜雪冰城则会明确规定产品的规格，预先确定了商品价格以及调整的方向。对于检查验收、配送等都有明确的要求。柠檬是蜜雪冰城需求量最大的水果，全球每卖出10杯柠檬水都有8杯来自蜜雪冰城。从采购规模来看，其规模占到了国内柠檬消费量的5%。2020年，蜜雪冰城成立了全资子公司“雪王农业”，与四川安岳和重庆潼南当地种植户签订了订单种植协议。同时还在当地成立了加工基地，就地进行分拣加工。根据柠檬水的原料需求，蜜雪冰城制定了分级标准，规定只使用克重在115克—230克，糖度≥7%，出汁率≥28%的A级果。2023年，蜜雪冰城11.5万吨的柠檬采购，多数都来自这一基地。目前，柠檬的价格较同行业低出了20%。而此前，曾因蜜雪冰城采购量过高，柠檬的价格从3元/斤涨价到了15元/斤。在柠檬之外，咖啡豆、牛奶、茶叶等原材料的采购上，蜜雪冰城同样也采取了类似的方式。并且深度参与到了种植环节。招股书显示，2023年同品质的奶粉，蜜雪冰城的采购成本较同行业低出了10%。实际上，发挥出规模优势也与蜜雪冰城的商品策略有关。与其他茶饮品牌相比，蜜雪冰城单品数量较少，推出新品的速度也较慢。国内其他茶饮品牌年均上新30款商品，而蜜雪冰城仅5款左右。在原材料的使用上，则多使用常温或冻品食材，鲜果使用较少。正因如此，保证了柠檬、橙子等品类上有极大的议价权。第四，蜜雪的仓储物流体系2014年蜜雪冰城开始自建仓储物流体系，在河南温县建立了仓储物流中心，并且对加盟商免去了物流费用。2020年之后，蜜雪冰城加大了在仓储物流上的投入。国内的仓库数量从5个拓展到了27个。目前，蜜雪冰城已经建成了能够覆盖到国内4900个乡镇的配送网络，并且能够保证90%的县级城市实现了48小时送达。其冷链也能够覆盖国内97%以上的门店。整体上看，蜜雪冰城构建了总仓－区域分仓－门店的三级物流体系。在全国范围内设置了26个自主运营的一级仓库和四十多家本土的配送服务商。通常情况下，商品会由河南工厂配送到当地仓库，再由当地的服务商负责配送至门店。这一体系极大提高了配送的效率。据了解，兰州仓投入使用后，青海物流配送的时效则从6天缩短至了4天。目前，蜜雪冰城的运输成本占成交总额的比重仅为0.9%，行业平均水平则达到了2%。而在2021年这一比例还超过了1%。在物流建设上，蜜雪冰城遵循的则是从高线到低线城市不断递进的方式。在河南之后先布局省会再布局其下沉市场。这样随着门店密度的增加，也会逐步摊平物流成本。也正是由于蜜雪冰城在下沉市场极高的密度，因此将物流成本控制在了较低范围内。在海外，蜜雪冰城则在东南亚四个国家建立了7个自营仓库，覆盖了海外超过560个城市。在物流体系中，蜜雪冰城集成了门店端的订单管理、退换货管理，上下游的订单管理，仓库库存管理、车辆、路线规划管理，发票管理、应收账款管理等，做到了商流、物流、资金流、信息流合一。可以实现全球货物以及配送关键节点的实时可视化。2024年前三季度，商品配送的完好率达到了99.99%。在海外市场，蜜雪冰城也在加快物流体系的建设。正在规划建设集生产、仓储、研发于一体的供应链中心，进而实现本地化的采购，降低成本提升物流效率。第五，蜜雪的门店管理蜜雪冰城的加盟店占比达到了99%以上。在加盟环节，蜜雪冰城搭建了完善的加盟管理体系，包括了统一的原料配送、制作流程、店面运营等。在此基础上，蜜雪冰城通过数字化工具、精细化的培训等方式，保证了门店的标准化。长期以来，蜜雪冰城都不允许加盟商从外部渠道采购任何原料，以此保证了商品口感、质量稳定。此前，蜜雪冰城成立了教育科技有限公司负责加盟商的培训业务。加盟商在新签约、续约等阶段均需经过培训，并考核合格才会允许开店。2024年前三季度，蜜雪冰城的加盟商与门店员工共有27万人参与了线下培训。而在蜜雪商学APP上，2023年蜜雪冰城提供了6700门的课程。在经营上，蜜雪冰城针对饮品制作、门店物料设备的采购等方面，均制定了标准化的操作流程。同时，组建了1500多人的团队负责为加盟商门店经营提供指导和巡查，保证产品质量、客户服务、食品安全等方面达到标准。蜜雪冰城还推出了“蜜管家”“蜜雪通”的数字化系统，简化了门店运营的流程。门店的选址、订货等环节均可以通过数字化实现。同时，总部能够实时监测到所有门店的库存情况，监测的内容甚至还包括了冰箱温度。在保证门店运营标准化的同时也降低了门店的库存与损耗压力，进而保证了门店运营状况良好。2021年到2022年前三季度，蜜雪冰城加盟商流失率分别为2.8%，2.2%，3.6%及3.1%，减去由公司终止合作的占比则为1%，1%，1.9%，2.1%。第六，蜜雪成本控制蜜雪冰城的成功与极致的性价比有直接关系，而对于供应链环节的层层把控的目的就是为了达成价格上的优势。对于蜜雪冰城而言，一杯售价4元的柠檬水能够保证加盟商有55%左右的利润，同时公司还有30%的利润。拆开来看，则是柠檬水的成本为1.2元，蜜雪冰城与供应商的利润分别为0.6元和2.2元。公开的信息显示，蜜雪冰城杯子的单个成本为0.18元，吸管为0.08元，包装袋为0.06元，柠檬与糖的单杯价格在0.9元左右。值得关注的是，蜜雪冰城加盟商的采购成本还在下降。2021年至今，蜜雪冰城的营收在GMV中的占比从45.4%下降到了41.56%。能够验证这一点的是，从2013年到2024年蜜雪冰城柠檬水的价格并未上涨，但柠檬的含量则增加了三次。与此同时，蜜雪冰城的利润率仍有所提升。2024年前三季度分别达到了32.37%和18.71%，较去年同期均提升了3个百分点左右。在规模效益带来优势的同时，蜜雪冰城在持续加大在供应链上的投入，以此来实现降本增效。2021年以来，蜜雪冰城固定资产年增速均达到了50%以上，2021年则超过了150%。2022年底蜜雪冰城的工厂面积仅有16.8万平方米，2024年前三季度已经达到了79万平方米。而目前蜜雪冰城供应链员工人数为2988人，在所有员工中的占比达到了43.6%。2023年，蜜雪冰城的研发支出同比增长了163.1%，达到了8500万元人民币。蜜雪冰城招股书显示，此次IPO募集的资金66%未来将用于供应链的建设。其中，54%用于国内，12%用于海外市场。最后，做一个总结行业普遍认为，可口可乐的成功与其遵循的3A市场原则有直接关系。具体是Available即买得到、Acceptable即买得起、Affordable即乐得买。现在来看，蜜雪冰城已经在向这一标准靠拢。从一线城市到乡镇市场都可以买得到产品。而且其门店密度极高，不少区域100-200米内都会出现多家门店，消费者随时都可以购买。同时，通过自建供应体系，蜜雪冰城将极大压低了各环节的成本，将现制饮品的价格做到与瓶装饮料同样的水平，保证了多数消费者都能够买得起。在此之外，通过“雪王”IP的打造，蜜雪冰城的品牌形象深入人心了。目前，从人均现制饮品的消费量看，中国、东南亚仍与美国、欧盟等有较大的差距，而这也为蜜雪冰城提供了更大的想象空间。而蜜雪冰城的成功则再次有力地说明了，连锁企业最为核心的竞争力是掌握强大供应链能力

Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 countries across four continents. In Q4 2024, the company announced GMV of $49BN with $12.8BN in revenue and $750M in EBITDA. They have made an astonishing 35+ acquisitions including $2BN for Glovo. Before launching Delivery Hero, Niklas co-founded Pizza.nu, leading its expansion across Sweden, Poland, Finland, and Austria. In Today's Episode We Discuss: 04:09 How Skiing Prepared Me For Life As An Entrepreneur 10:12 Losing $200M on Gorillas Investment 17:58 Quick Commerce: Does the Business Model Work? 25:09 How to Master M&A: Lessons from 35 Acquisitions 31:45 Evaluating Acquisitions: The Glovo Example 32:39 Cohort Analysis: Lessons from $49BN in GMV 34:35 Growth Strategies: What Worked? What Did Not Work? 38:27 Competing Against Uber and Doordash 41:40 Is Cash a Weapon in the War for Food Delivery 44:29 Why Are Emerging Markets a Good Investment? 48:21 Why Are European Markets Broken? Are Regulators Killing Europe? 51:57 Quickfire Round: Insights and Reflections

Sadaf Sultan, Founder of Finprojections, and Jeremy Au analyzed the eFishery financial scandal and discuss broader issues of financial fraud in startups. They talked about why eFishery was appealing to investors and how the fraud unfolded and shared their insights into detecting fraud effectively. They explore the challenges faced during investor due diligence, overlooked warning signs, and practical suggestions for strengthening investor safeguards. 1. A promising vision: eFishery attracted investors by presenting itself as a solution for fragmented markets through vertical integration and improved efficiencies. 2. Start small, grow big: Initial minor revenue inflation escalated rapidly under pressures from ambitious fundraising goals. 3. Behind closed doors: The founders executed fraud through round-tripping transactions using shell companies to create artificial revenue. 4. Hard to detect: Auditors struggled to identify fraud due to heavy dependence on founder-provided information. 5. Overlooked red flags: Large bonuses to the finance team and sudden departures of key financial staff were early, but ignored, warning signals. 6. Strengthening investor checks: Investors need to leverage local expertise, perform forensic audits, and set up clear whistleblowing channels. 7. Recognizing red flags: Common fraud tactics include confusing GMV with revenue, overstating recurring revenue, aggressive credit offerings, and misclassifying discounts as marketing costs. Watch, listen or read the full insight at https://www.bravesea.com/blog/sadaf-sultan2 Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcast Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

LISTEN:Apple Podcasts: https://podcasts.apple.com/gb/podcast/re-platform-replatforming-podcast/id1488091548 Spotify: https://open.spotify.com/show/25sR2mHAFdsVmrZoHMibzZAmazon: https://music.amazon.co.uk/podcasts/6b90a9bb-1554-4d79-849f-066f6139346b/re-platform---ecommerce-cx-and-technology-podcastFOLLOW US:LinkedIn: https://www.linkedin.com/company/inside-commerce/ ABOUT THIS EPISODE:In this episode of the Inside Commerce podcast, Paul Rogers speaks with David Franks, co-founder of Zelph, a SaaS platform designed to help brands and retailers expand their product catalogues without holding inventory.Zelph's tech is proven at scale, having been built originally to power Kick Game's ecommerce marketplace, processing £50m+ GMV annually.David shares insights into the challenges faced while scaling Kick Game, the demand for inventory solutions, and the technical complexities involved in building Zelph. The conversation also explores market trends, misconceptions about drop shipping, and the seamless integration of Zelph with Shopify, emphasising the importance of inventory management and strategic pricing for profitability.Paul and David also discuss the current ecommerce landscape, focusing on the integration capabilities of Zelph with platforms beyond Shopify, the dominance of Shopify in the market, the potential of circular marketplaces, and the future vision for Zelph, including AI-driven innovations and market strategies.Key takeaways:Inventory risk is a significant concern for many retailers.Standardising supplier data is a complex challenge.Marketplaces are evolving into ecosystem builders.Margins can be profitable with strategic pricing and negotiation.Inventory management is automated to ensure accuracy.Zelph will extend to other platform integrations, with Magento a focusCircular marketplaces are gaining traction, but brands need to offer incentives.The resale market is growing, especially among younger consumers.Brands must be intentional in their approach to resale to avoid low volume.Zelph aims to redefine how brands and retailers scale their offerings.AI will play a crucial role in supplier matching and catalogue management.

La Cultura Ágil – Javier Garzás¿Qué tiene que ver la cultura ágil con los súper héroes? Nuestro invitado a este episodio, Javier Garzás no solo es experto en agilidad, sino que es un fanático de Marvel y otros mundos. En este episodio habla de cultura ágil y comparte una bonita lección del Capitán América.La cultura ágil, la comunicación y los súperhéroesTe darás cuenta en este episodio que la cultura ágil tiene todo que ver con comunicación: se apalanca en ella para lograr resultados que mejoran día a día y supera obstáculos.Podríamos relacionar los conceptos para decir que los súper héroes entienden la cultura ágil.Algo forzado ¿no? Lo que pasa es que nuestro invitado Javier Garzás presentó una lección tan bonita del Capitán América, que me dio pie para escribir este artículo asociando cultura ágil y súper héroes. Aquí vaLos superhéroes han sido por mucho tiempo fuente de inspiración en la cultura popular. Y no solo por sus habilidades sobrehumanas, sino también por las cualidades y valores que encarnan. Estas características pueden ofrecer lecciones valiosas al mundo empresarial, especialmente en la agilidad. Por ejemplo: Resiliencia ante la adversidadLos superhéroes enfrentan constantemente desafíos y adversidades que ponen a prueba su determinación. Esta resiliencia es un rasgo de la cultura ágil, donde las empresas deben adaptarse rápidamente a cambios en el mercado, crisis económicas o innovaciones tecnológicas. Esto permite a las organizaciones sobrevivir y prosperar en entornos dinámicos.Adaptabilidad y aprendizaje continuoPersonajes como Spider-Man o Iron Man demuestran una notable capacidad para adaptarse a nuevas situaciones y aprender de sus experiencias. En el contexto empresarial, la adaptabilidad es clave para responder a las demandas cambiantes del mercado. Fomentar una cultura ágil de aprendizaje continuo y flexibilidad permite a las empresas ajustar sus estrategias y operaciones, manteniéndose competitivas y relevantes.Trabajo en equipo y colaboraciónEquipos como los Vengadores o la Liga de la Justicia ejemplifican cómo la colaboración y el trabajo en equipo pueden superar desafíos formidables. Con la cultura ágil se promueve la colaboración interdisciplinaria. El trabajo en equipo puede conducir a soluciones más innovadoras y eficaces. La diversidad de habilidades y perspectivas dentro de un equipo fortalece la capacidad de la organización para adaptarse y responder rápidamente a nuevas oportunidades o amenazas.Innovación y creatividadTony Stark (Iron Man) es conocido por su ingenio y capacidad para desarrollar soluciones tecnológicas avanzadas. La innovación constante es un componente crucial de la agilidad empresarial. La cultura ágil promueve la creatividad y la experimentación, lo que permite a las empresas mejorar constantemente sus productos y servicios.Un experto nos habla sobre la cultura ágilNuestro invitado a este episodio es Javier Garzás. El es Doctor (Ph.D) en Informática, con un postdoctorado en la Universidad Carnegie Mellon, EE.UU. Es pionero en management, planificación, estimación, product management, Agilidad y en la aplicación de la inteligencia artificial generativa a la gestión de la creación de productos y servicios tecnológicos. Fue el único español en la primera conferencia Ágil de la historia.Durante más de 20 años, Javier ha trabajado formando y asesorando a más de 200 empresas de todos los tamaños y sectores, desde startups hasta grandes compañías como Inditex, BBVA, GMV, Banco Santander, Telefónica y Vodafone, ayudándolas a transformar sus procesos, ayudando a salir del "Lado Oscuro" de la gestión y saber gestionar en tiemposactuales.Ha formado a más de 10.000 alumnos y creó el primer MOOC (Curso Masivo Abierto en Línea) de Agilidad en español, en la plataforma de Telefónica y Banco Santander, con más de 40.000 estudiantes. Comparte generosamente su conocimiento, con más de 2.500 posts en su blog, cientos de videos en YouTube, y más de 200 papers en revistas científicas indexadas.Autor de cinco libros sobre agilidad, es un keynote reconocido en conferencias internacionales. La Cultura Ágil, Javier Garzás, Agilidad, Producto Mínimo Viable, Capitán América, podcast, Podcast Corporativo, Comunicación Organizacional, Recursos Humanos, Desarrollo Profesional, Desarrollo Personal, Comunicación Efectiva, Santiago Ríos, Mil PalabrasRecuerda por favor escucharnos y suscribirte en la plataforma que más te guste:https://podcasts.apple.com/co/podcast/mil-palabras/id1472769024 https://open.spotify.com/show/4ntUNh1i9rPue1MkeuEYLs http://bit.ly/googleMPhttps://www.spreaker.com/podcast/mil-palabras--4898895https://www.deezer.com/mx/show/1872052Para participar, escríbeme tus comentarios a santiagorios@milpalabras.com.coRecursos recomendados en este PodcastEste episodio complementa perfectamente el concepto de tele trabajo (fue publicado en pandemia) https://www.milpalabras.com/034-como-aprovechar-el-teletrabajo/LinkedIN: https://www.linkedin.com/in/jgarzas/Instagram: https://www.instagram.com/javiergarzas/https://www.instagram.com/javiergarzas/Sitio Web: https://www.javiergarzas.com/Spotify: https://open.spotify.com/show/4HbKRiPZ6m3ZlmvRiXwlIz?si=6319926eb3204bfeSuscríbete al http://www.milpalabras.com enhttp://www.milpalabras.comDescarga GRATIS el ebook “Cómo Crear un Podcast Corporativo”https://milpalabras.com.co/Otros podcasts recomendados de nuestra redhttps://open.spotify.com/show/77wLRAuRqZMuIiPcaBNHsJLas voces de los líderes que hacen posible la evolución y la transformación digital. Casos de éxito, innovación, nuevos modelos de negocio y soluciones tecnológicas prácticas para crecer las empresas.https://open.spotify.com/show/77wLRAuRqZMuIiPcaBNHsJhttps://milpalabras.com.co/podcast/historias-que-nutren/Conversaciones con profesionales que tienen algo para nutrir tu vida en lo personal, lo profesional, lo espiritual y lo físico.http://bit.ly/historiasquenutrenhttps://open.spotify.com/show/0ILLNacYnuNnkgcELVARu6?si=7d7e070863104550Entrevistas e historias divertidas y personales con Gente que ama la música y sabe de música. (suenan canciones completas al lado de las historias).http://spoti.fi/3hWr020Conviértete en un seguidor de este podcast: https://www.spreaker.com/podcast/mil-palabras--4898895/support.

Erik Torenberg interviews Harley Finkelstein, president of Shopify, discussing tariffs, political shifts, Shopify's earnings, and the evolution of entrepreneurship. —

Send us a textTikTok shop demands a unique strategy combining creators, viral content, and paid ads. Start by partnering with creators as your sales team, not influencers, and build strong relationships. Avoid mass outreach; focus on meaningful connections with 50 to 100 creators who resonate with your brand. In this episode, Jordan West gets into the challenges faced by many brands on TikTok shop and the strategies to turn setbacks into success. With firsthand experience from his agency, Social Commerce Club, which achieved rapid growth on TikTok shop, Jordan reveals the 3 biggest mistakes brands are making: treating TikTok shop like a marketplace, poor outreach to creators, and focusing on overly polished content.Listen and learn in this episode!Key takeaways from this episode:TikTok Shop as a Unique Channel:Treat TikTok Shop as a performance marketing channel needing a strategy that integrates creators, viral content, and paid ads, unlike Amazon-style marketplaces.Creators as Salespeople:Creators should be seen as salespeople, not just influencers. Building long-term relationships and incentivizing them is crucial.Targeted Creator Outreach:Focus on a small number of aligned creators, ensure ad spend behind their content, and build meaningful partnerships to enhance visibility and engagement.Embracing Authentic Content:Prioritize genuine, amateur-style videos over polished content. Trust creators to represent the brand authentically for better platform performance.Avoiding Common Mistakes:Key errors include treating TikTok Shop like a marketplace, poor creator outreach, and an overemphasis on perfect-looking content.Growth Plan: www.upgrowthcommerce.com/grow

Jeremy Au and Gita Sjahrir discussed three key themes during their conversation: 1. Apple's $1 Billion Investment in Indonesia and Local Content Policies: Indonesia's regulation requiring local components in imported products initially banned iPhone 16 sales, sparking public frustration. The government negotiated with Apple, escalating from a $10 million offer to a $1 billion investment. Gita highlighted President Prabowo Subianto's role in global diplomacy, marking a shift from Indonesia's traditionally insular policies. They also explored the broader context of deglobalization, where nations prioritize domestic production, and discussed how similar strategies could be applied in other markets like Vietnam. 2. Traveloka and the Middle-Class Economy: Traveloka, founded in 2012 by Ferry Unardi, Derianto Kusuma, and Albert Zhang, represents a scalable digital-first platform in Indonesia. Despite this potential, economic insecurity among the middle class limits its growth. Indonesia's GDP grew 5% in 2023, but discretionary spending remains low due to middle-class vulnerability. Traveloka also faces competition from Agoda, part of Booking Holdings, and new entrants from China. Jeremy and Gita stressed that stabilizing the middle class is crucial not just for Traveloka but for consumer-driven industries across the region. 3. Cultural Barriers and Financial Literacy in Startups: Gita discussed how Indonesia's “shame culture” prevents founders from addressing their weaknesses, particularly in financial literacy. She noted that one in three founders struggles with basics like distinguishing GMV, revenue, and contribution margins, which often leads to poor decision-making. Jeremy and Gita emphasized the importance of personal growth to overcome these challenges, encouraging founders to “do it scared” and take action despite fear. Jeremy and Gita also discussed the challenges of navigating the “messy middle” in startups, often spanning over a decade; lessons from the 2014–2015 tech boom, which highlighted the risks of overfunding and rapid scaling; the transition from physical to digital industries, with Indonesia's digital economy growing 16% in 2023; Prabowo Subianto's efforts to position Indonesia as a neutral geopolitical player; and how founders can reassess their long-term priorities and time investments in startups. === Watch, listen or read the full insight at www.bravesea.com/blog/ indonesia-apple-1b-deal Nonton, dengar atau baca wawasan lengkapnya di www.bravesea.com/blog/ indonesia-apple-1b-deal 观看、收听或阅读全文，请访问 www.bravesea.com/blog/ indonesia-apple-1b-deal Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại www.bravesea.com/blog/ indonesia-apple-1b-deal Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea Spotify English: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T Bahasa Indonesia: https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ Chinese: https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR Vietnamese: https://open.spotify.com/show/0yqd3Jj0I19NhN0h8lWrK1 YouTube English: https://www.youtube.com/@JeremyAu?sub_confirmation=1 Apple Podcast English: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464 Learn more about Nika.eco! Reach out to info@nika.eco if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities #AppleInvestment #IndonesiaEconomy #TechPolicy #MiddleClassChallenges #StartupCulture

Join us on this episode of Generally Curious as we delve into the fascinating journey of Jeanine Suah, a trailblazer who transitioned from linguistics to leading the charge in tech and venture capital. Jeanine shares how her unique background has equipped her with the skills to smash targets at Brex, creating a $30M+ monthly GMV pipeline, and her mission to democratize access to venture capital for the underserved. Discover Jeanine's blend of tech smarts and street smarts, and get practical strategies for community growth and making VC accessible to all. Whether you're an aspiring entrepreneur, a tech enthusiast, or someone navigating a non-linear career path, Jeanine's story offers valuable insights and actionable advice. Tune in to learn how to leverage diverse experiences to drive innovation and success in the tech industry.

In this episode of FYI, ARK Chief Futurist Brett Winton and ARK Associate Portfolio Manager Nicholas Grous engage with Harley Finkelstein, President of Shopify, to explore the transformative role of technology and AI in empowering entrepreneurship and shaping the future of commerce. Harley highlights Shopify's commitment to leveling the playing field for entrepreneurs worldwide, from its origins as an e-commerce platform to its evolution as a comprehensive retail operating system. They explore how Shopify is enabling seamless global commerce, leveraging generative AI for merchant success, and fostering innovation through partnerships and ecosystem development. Harley also shares insights into the increasing democratization of entrepreneurship, the rise of agentic shopping behavior, and the company's vision of creating tools that scale with businesses, from startups to iconic global brands.Key Points From This Episode:Shopify's growth highlights from Q3, including 24% gross merchandise value (GMV) growth and expanded free cash flow margins.The rise of entrepreneurship globally and Shopify's role in fostering it across diverse industries and geographies.Shopify's strategy in supporting both small businesses and large enterprises without compromising on its core values.The critical role of AI in reducing barriers for entrepreneurs, from product photography to customer interaction.The emergence of agentic shopping behaviors powered by AI and Shopify's tools like shop.ai to enhance customer experience.Strategic decisions in balancing in-house development versus partnerships with companies like Stripe, Affirm, and OpenAI.The importance of internationalization and customization in addressing consumer preferences in 175+ markets.Shopify's transition from an e-commerce provider to a global retail operating system for businesses of all sizes.Success stories of merchants scaling with Shopify, from Gymshark to Mattel Creations and beyond.Shopify's vision for the future: democratizing access to tools historically reserved for the largest brands.

Archie Abrams is the VP of Product and Head of Growth at Shopify, where he leads a 600+ person growth org across product, design, engineering, data, ops, and growth marketing. Shopify powers over 10% of e-commerce in the United States, with $235 billion in GMV in 2023 (roughly the size of Finland's economy). He previously led Consumer product and growth at Lyft and was at Udemy for 8 years as SVP of Product having joined the company when it was 10 people. In our conversation, we discuss:• Why Shopify optimizes for churn• Why the core product team doesn't use metrics-based goals• Why they keep multi-year experiment holdouts• How they structure their growth team• The benefits of not having a CMO• Lessons learned about integrating sales into a product-led growth model• The power of discounting as a growth lever• Much more—Brought to you by:• Explo—Embed customer-facing analytics in your product• Dovetail—The customer insights hub for product teams—Find the transcript at: https://www.lennysnewsletter.com/p/shopifys-growth-archie-abrams—Where to find Archie Abrams:• X: https://x.com/archieabrams• LinkedIn: https://www.linkedin.com/in/archie-abrams-b6aa8b6/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Archie's background (02:30) Shopify's impressive growth(06:17) Shopify's unique approach to churn and retention(08:43) Monetization model and success metrics(11:08) Long-term experimentation and metrics(23:00) Examples of big wins that Archie's team has shipped(26:42) Monetary friction(27:14) Metrics(29:47) Shopify's growth team structure(33:03) Goal setting and forecasting(37:10) Examples of long-term results within Shopify(41:36) Shipping neutral experiments(42:05) Building a hundred-year company(48:04) Why Shopify doesn't use KPIs(51:30) Shopify's “Get s**t done” framework(54:30) Cross-team collaboration (58:48) The importance of an opinionated founder (01:01:12) Growth and sales integration(01:06:42) Shopify's marketing structure(01:08:49) Insights on discounting from Udemy(01:11:09) Lightning round—Referenced:• Shopify: https://www.shopify.com/• Tobias Lütke on LinkedIn: https://www.linkedin.com/in/tobiaslutke• Gross Merchandise Value: Calculation and Best Practices: https://www.shopify.com/retail/gross-merchandise-value• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Glen Coates on LinkedIn: https://www.linkedin.com/in/glcoates• Harley Finkelstein on LinkedIn: https://www.linkedin.com/in/harleyf• Udemy: https://www.udemy.com/• Scientific Advertising: https://www.amazon.com/Scientific-Advertising-Original-Claude-Hopkins/dp/1640954252• Four-Minute Mile: https://www.amazon.com/Four-Minute-Mile-Roger-Bannister/dp/1493038753/• The Sopranos on HBO: https://www.hbo.com/the-sopranos• Suno: https://suno.com/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

从文具行业到天猫电商平台，从内容电商阵地小红书到离开平台独立开启美妆领域创业，这样的职场转型经历是如何做到的？如何在每一步的职场经历中汲取营养，充分学习？做美妆领域带货直播的诀窍是什么？5000粉丝撬动百万GMV可以实现吗？本期「贝望录」我们和嘉宾一起聊聊从文具界转型到美妆领域，从办公室踏入直播间的职场转型经历有多少“蓄谋已久”和“厚积薄发”？在直播电商领域，如何凭借对产品的深刻理解和精准定位，实现个人品牌的打造和销售的增长？选品有多关键、深度服务用户要如何实现、品牌故事性要通过何种方式触达消费者？希望嘉宾在职场不断翻篇保持积极进取的经历可以给大家带来一些思考和勇气。【本节目由Withinlink碚曦投资协作体出品】【嘉宾】柚子美妆及生活方式买手、行业专家，薯名乱菊：前小红书美护电商lead小红书:@二师兄柚子_Yuuko【主持】李倩玲 Bessie Lee广告营销行业资深从业者，商业观察者【本期内容提要】[00:58]我的职场转型：从文具行业到美妆领域[02:43]当初选择去天猫就像是选择去上EMBA课程[06:12]品牌nickname就是品牌的护城河[07:56]内容电商平台的兴起和我的早期观察[11:07]小红书早期电商生态和商家角色的演变[14:08]从我在小红书的经历，以及家居行业角度解读小红书平台策略[18:04]从美妆创作者到买手[24:15]我决定从小红书离开自己单干[27:34]如何在较短时间内实现百万GMV[32:48]精准选择&深度合作[36:23]专注内容比涨粉更重要[47:23]社交媒体数据重要吗？[48:45]我的第一场直播是如何诞生的[59:39]从十五万到破百万[01:08:53]超级用户的经历给自己带来了不同的视角[01:11:40]要加入MCN公司吗？[01:17:41]选品的标准和真实的自我是最重要的[01:23:05]我觉得焦虑也可以推动自我提升[01:27:28]不断翻篇，保持成长==========贝望录听友福利时间到！===============柚子为「贝望录」的听友准备了美妆产品优惠链接!!!第一个产品是法国细胞护肤专家品牌丽茜媂娅LYSEDIA的lysedia焕活红参保湿面霜。小红书店铺名「丽茜媂娅LYSEDIA」第二个产品是来自法国南部的高端纯净护肤品牌ALYSCAMPS的感官净澈洗护凝露（洗脸&洗头&沐浴三合一）。小红书店铺名「ALYSCAMPS」购买方法：听友通过点击下面产品链接进入产品页面，或者在小红书内搜索到对应店铺找到该商品，给客服报暗号「贝望录」，客服会发放专属链接来用优惠价购买。（万一你真的找不到产品链接，可以在小红书上私信柚子@二师兄柚子_Yuuko 来获得「贝望录」专属链接。）优惠有效期：11月7日中午12点至12月7日中午12点结束产品1：lysedia焕活红参保湿面霜50ml优惠：日常价¥618，双十一限时价格¥518，贝望录听友报暗号后到手价¥438，同时加赠价值¥618的赠品。小红书商品链接https://www.xiaohongshu.com/user/profile/609770eb000000000100a195?tab=goods&channelType=share_outside&xhsshare=WeixinSession&appuid=5be2efe460c4bf000103b23a&apptime=1730891688&wechatWid=740e478f35527b81f40e66667dd7144b&wechatOrigin=menu产品2: ALYSCAMPS感官净澈洗护凝露（洗脸&洗头&沐浴三合一） 200ml优惠：日常价¥498，双十一价格¥423，贝望录听友报暗号后到手价¥328，同时还有加赠。小红书商品链接https://www.xiaohongshu.com/goods-detail/6630c47e30b5ae000167a337?xsec_token=XBim3yhQm6_SnWp5pRpVQEcdtMZ1DPK28yWJfkO7pbtzU=&xsec_source=app_share&instation_link=xhsdiscover%3A%2F%2Fgoods_detail%2F6630c47e30b5ae000167a337%3Ftrade_ext%3DeyJjaGFubmVsSW5mbyI6bnVsbCwiZHNUb2tlbkluZm8iOm51bGwsInNoYXJlTGluayI6Imh0dHBzOi8vd3d3LnhpYW9ob25nc2h1LmNvbS9nb29kcy1kZXRhaWwvNjYzMGM0N2UzMGI1YWUwMDAxNjdhMzM3P2FwcHVpZD01NDgyYTU4YmQ2ZTRhOTU3NDU4MjcxMzEiLCJsaXZlSW5mbyI6bnVsbCwic2hvcEluZm8iOm51bGwsImdvb2RzTm90ZUluZm8iOm51bGwsImNoYXRJbmZvIjpudWxsLCJzZWFyY2hJbmZvIjpudWxsLCJwcmVmZXIiOm51bGx9%26rn%3Dtrue&share_id=6f3c3ba16793461b926c9db4dcbe6517======11月9日成都听友会持续招募中=====【后期制作】小朱【收听方式】推荐您使用Apple Podcast、小宇宙APP、喜马拉雅、汽水儿APP、荔枝播客、网易云音乐、QQ音乐、Spotify或任意泛用型播客客户端订阅收听《贝望录》。【互动方式】微博：@贝望录微信公众号：贝望录+商务合作：beiwanglu@withinlink.com

"The key message of the report is that the fundamentals of this region are critical, they're clear, and businesses are doing exactly, I think, what they need to do for us to move ahead." - Sapna Chadha "Given that one of the other themes we've had this year is trust, having a strong regulatory foundation and good constructs around that for digital financial services is critical to unlocking the next wave of growth here." - Florian Hoppe "All 10 ASEAN nations have announced their own national strategic AI initiatives or plans, and ASEAN itself has actually released a report and guide on AI governance and ethics. So, I think if you put all that together, it's very natural that Southeast Asia is, quite frankly, well-positioned to capitalize on the AI trend." - Fock Wai Hoong Fresh out of the studio in Google, Bernard Leong led a discussion on the 2024 Southeast Asia Digital Economy Report, joined by Sapna Chadha (Google), Florian Hope (Bain & Company), and Wai Hoong (Temasek). The panel delved into Southeast Asia's impressive digital growth, with the region's economy reaching $263 billion in GMV and significant strides in profitability. The panellists examined the key themes which include Southeast Asia's emergence as an AI hub, driven by $30 billion in AI investments, the rise of video commerce, and the region's booming digital financial services specifically on embedded insurance. The conversation highlights challenges and opportunities in digital inclusion, AI infrastructure, and regional integration, providing a nuanced outlook on Southeast Asia's potential. The episode concludes with each panellist sharing their vision for Southeast Asia's digital future and success metrics for the next decade, emphasizing the region's unique strengths and long-term global impact. Audio Episode Highlights [00:46] Introduction [02:17] Key Report Insights [04:09] How Sapna, Florian, and Wai Hoong provide perspectives to the key report takeaways [07:00] Investor Perspective on Southeast Asia [10:06] Exiting the Funding Winter [12:44] AI's Role in Accelerating Growth [14:30] Impact of Video E-commerce [16:23] Growth in Digital Financial Services [18:03] Embedded Insurance in E-commerce [24:12] AI Infrastructure Investment [27:55] Southeast Asia's Startup Ecosystem [29:45] Generative AI Use Cases [31:06] AI for Revenue and Cost Optimization [34:16] New Internet Users and Digital Inclusion [37:55] Regional Integration as a Success Metric [39:01] Vision for Southeast Asia Digital Economy Success [40:20] Closing Remarks Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

VCommerce experts Matt Hodlofski & Nicolas Bailliache every Friday at 11am ET for a lively discussion on the latest developments shaping the #videocommerce and #liveshopping landscape. #vcommerceReceive weekly live shopping industry updates and tips in our newsletter: https://try.estreamly.com/newsletterSeason 2: EP13Holiday SeasonBattlbox: the power of videosWhatNot crossing $2b GMV!#1 liveshopping creator on TikTok About eStreamly: eStreamly enables shoppable livestreams & videos across platforms, including your website, social media, SMS, emails... Video become a direct ecommerce extension with in-video checkout, boasting a 10-15% conversion rate. Fast and reliable, it's your payment, your inventory, your ecommerce. https://hubs.ly/Q02qJNmM0About Matt: He has over 25 years of vcommerce experience within product marketing and sales. He currently is a partner at e6 marketing, a firm that help brands to go on QVC/ HSN#curated #videocommerce news of the week #ecommerce #retail

In this TikTok Shop Insiders episode, we unpack the pros and cons of free shipping on TikTok Shop and how it can drive conversions. We also cover the rising trend of selling US TikTok Shops for $1K and dive into TikTok Shop's latest changes, including stricter messaging limits tied to GMV. We discuss how brands can make the most of their outreach by targeting engaged affiliates and share insights on creating a free affiliate academy—an innovative hub where strategies are shared and top affiliates connect with brands. Tune in to discover how you can navigate TikTok Shop's fast-evolving environment!

Send us a textIdentify your top 3 SKUs and run targeted ads to increase sales. Building up the GMV on these SKUs is essential before engaging with mega affiliates.In this episode, Jordan West gets into the world of TikTok Shop. Whether you're just getting started or looking to scale your presence, his here to share valuable insights on creating a successful strategy. At Upgrowth Commerce, they've helped brands achieve phenomenal results, including a standout moment with one brand generating over $110,000 in a single day on TikTok Shop.Listen and learn in this episode!Key takeaways from this episode:Phased Approach: A high-level phased approach is advised for TikTok Shop:Phase 1: Establish a solid foundation with good quality, marketplace-type images for your store.Phase 2: Focus on generating sales on the top 3 SKUs by creating content and running ads.Phase 3: Engage with affiliates only after proving substantial sales and GMV on your store, using social proof and highlighting successful collaborations.Content Creation: Upgrowth Commerce uses in-house creators to produce content which is then used for ads, helping promote specific SKUs.Affiliate Strategy: Affiliates are more inclined to work with brands that show they can generate revenue. Demonstrating past successes with influencers can be persuasive.The Importance of FOMO and Social Proof: These marketing strategies are crucial when reaching out to affiliates, utilizing them to create a sense of urgency and opportunity.Becoming Desirable to Affiliates: The end goal is to have a reputation strong enough that affiliates seek to collaborate with you.LinkedIn Issue: Jordan shares a personal note about being locked out of his LinkedIn account and communicates alternate ways to connect with him.Audience Appreciation: Jordan thanks the podcast listeners for their support and encourages them to continue sharing the podcast.Growth Plan: www.upgrowthcommerce.com/growMillion Dollar Offers: www.upgrowthcommerce.com/growIn this episode's sponsor is Particl - a decentralized marketplace built on blockchain. With privacy at its core, Particl allows users to anonymously buy and sell goods using its cryptocurrency, PART. No middlemen, no extra fees—just secure, encrypted, peer-to-peer transactions. Learn how Particl is revolutionizing e-commerce with its unique focus on security and privacy. Learn more here: Particl

Lanzamiento de la misión Hera; Patrocinio de GMV. Extracto del Ep482

La tertulia semanal en la que repasamos las últimas noticias de la actualidad científica. En el episodio de hoy: Cara A: -Anuncio: CB 485 en el Planetario de Buenos Aires (3:00) -Retractados 75 papers de Corchado por la editorial Springer Nature (12:00) -Lanzamiento de la misión Hera (26:00) -Patrocinio de GMV (38:00) -Lanzamiento de prueba Starship IFT-5 (43:00) Este episodio continúa en la Cara B. Contertulios: Jose Edelstein, Francis Villatoro, Héctor Socas. Imagen de portada realizada con Midjourney. Todos los comentarios vertidos durante la tertulia representan únicamente la opinión de quien los hace... y a veces ni eso

最近一段时间，电商平台 TikTok Shop 的全球销售表现十分亮眼，据数据统计，今年上半年美国 TikTok 带货直播的单场 GMV 突破了 100 万美元，并且预计到 11 月还将突破单场 500 万美元。 那从今年夏天开始就有一些朋友向我打听北美的电商环境，并且我也发现周围有一些在国内做 MCN 的朋友想要出海。MCN 出海呢其实也不是什么新闻了，国内已经有一些头部直播电商的 MCN 公司迈出了第一步，甚至是第二第三步。 在我帮朋友打听北美资源的时候，突然想到了之前来我们节目聊过流媒体大战的嘉宾 Jessamine Dong，她之前一直在好莱坞从事电影行业。当我问她是不是了解北美电商资源的时候，她说自己已经成为了相关的从业者，并且是在北美 TikTok 平台上 GMV 最大的 MCN 机构。那我们今天就请到了 Jessamine 来与我们聊一聊北美的电商环境现在究竟怎么样？现在是品牌、 MCN 出海的好机会么？美国的市场与中国究竟有何不同？ 主要话题 [02:37] TikTok shop 北美进化史：从中国卖家到本土商店，店铺形式逐渐多样 [05:40] TikTok 直播 GMV 猛增的背后：平台砸钱补贴，四倍流量扶植 [09:54] 中美直播对比：中国更像娱乐节目，美国更像大卖场 [14:35] 反直觉的 KOL 生态：百万粉丝头达带货能力不如邻家大妈 [20:18] 反直觉直播目标：注重内容和 branding, 看待 GMV 很佛系 [27:27] 算法和内容创作是 Tiktok 不同于其它电商的看家本领，管理层下了血本在美国赌直播 [30:35] 国内 MCN 出海的挑战：能够照搬的经验有限，深度本土化才是成功的关键 [35:00] 给国内出海品牌的建议：循序渐进的深耕品牌的宽度与深度 [39:38] 美国市场空间广阔，只要深耕任何赛道都有机会 本期人物 丁教 Diane，「声动活泼」联合创始人、「科技早知道」主播 Jessamine Dong， Founder and CEO of CreatoRev 幕后制作 监制：Yaxian 后期：Jack 运营：George 设计：饭团 商务合作 声动活泼商务合作咨询 (https://sourl.cn/6vdmQT) 一份新学期的礼物 这里有一份低到不太合理但大家都很爱的教育折扣——声动活泼付费会员 3 折，正价加入是 365 元，教育折扣 120 元，可以解锁总价值超过 208 元的付费节目和每周邮件通讯。 欢迎各位订阅，或是把这份教育折扣推荐给身边还在上学的小伙伴。点击这里查看详情。 加入我们 声动活泼正在招聘全职「节目监制」、「人才发展伙伴」、「商业发展经理」，查看详细讯息请 点击链接 (https://sourl.cn/j8tk2g)。如果你已准备好简历，欢迎发送至 hr@shengfm.cn， 标题请用：姓名+岗位名称。 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声动早咖啡 (https://www.xiaoyuzhoufm.com/podcast/60de7c003dd577b40d5a40f3)、声东击西 (https://etw.fm/episodes)、吃喝玩乐了不起 (https://www.xiaoyuzhoufm.com/podcast/644b94c494d78eb3f7ae8640)、反潮流俱乐部 (https://www.xiaoyuzhoufm.com/podcast/5e284c37418a84a0462634a4)、泡腾 VC (https://www.xiaoyuzhoufm.com/podcast/5f445cdb9504bbdb77f092e9)、商业WHY酱 (https://www.xiaoyuzhoufm.com/podcast/61315abc73105e8f15080b8a)、跳进兔子洞 (https://therabbithole.fireside.fm/) 、不止金钱 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 期待你给我们写邮件，邮箱地址是：ting@sheng.fm 声小音 https://files.fireside.fm/file/fireside-uploads/images/4/4931937e-0184-4c61-a658-6b03c254754d/gK0pledC.png 欢迎扫码添加声小音，在节目之外和我们保持联系。 Special Guest: Jessamine Dong.

VCommerce experts Matt Hodlofski & Nicolas Bailliache every Friday at 11am ET for a lively discussion on the latest developments shaping the #videocommerce and #liveshopping landscape. #vcommerceReceive weekly live shopping industry updates and tips in our newsletter: https://try.estreamly.com/newsletterSeason 2: EP13Holiday SeasonBattlbox: the power of videosWhatNot crossing $2b GMV!#1 liveshopping creator on TikTok About eStreamly: eStreamly enables shoppable livestreams & videos across platforms, including your website, social media, SMS, emails... Video become a direct ecommerce extension with in-video checkout, boasting a 10-15% conversion rate. Fast and reliable, it's your payment, your inventory, your ecommerce. https://hubs.ly/Q02qJNmM0About Matt: He has over 25 years of vcommerce experience within product marketing and sales. He currently is a partner at e6 marketing, a firm that help brands to go on QVC/ HSN#curated #videocommerce news of the week #ecommerce #retail

Most used car dealers in the U.K. get their stock from auctions, and one startup is moving the process online to make it easier for both car owners and car dealers. This week, Becca and special co-host Kirsten are talking with Harry Jones, the co-founder of Motorway, a U.K. startup helping professional car dealers to bid in an auction for privately owned cars for sale. Motorway has seen rapid success, with a car sold every three minutes and a GMV of £2.2 billion last year. In this episode, Becca, Kirsten and Harry chat about the importance of focusing on a core market and how he and his co-founders built a strong and lasting partnership.00:00 - Introduction and overview of Motorway03:03 - Early days and initial ideas for Motorway05:50 - Pivot to its current model08:08 - Working with dealerships10:18 - U.S. vs U.K. and market focus15:05 - Initial traction, challenges and demand from dealers25:39 - The co-founding team and their long-term collaboration30:31 - Lessons learned from previous companies 36:04 - Motoway's futureFound posts every Tuesday. Subscribe on Apple, Spotify or wherever you listen to podcasts to be alerted when new episodes drop. Check out the other TechCrunch podcast: Equity . Subscribe to Found to hear more stories from founders each week.Connect with us:On TwitterOn InstagramVia email: found@techcrunch.com Found posts every Tuesday. Subscribe on Apple, Spotify or wherever you listen to podcasts to be alerted when new episodes drop. Check out the other TechCrunch podcast: Equity . Subscribe to Found to hear more stories from founders each Connect with us:On TwitterOn InstagramVia email: found@techcrunch.com

本期节目我们邀请到了王佳音mia，她大学毕业后勇闯纽约时尚圈，成为「维多利亚的秘密」第一位亚裔买手，2014年回国加入小红书，成为小红书第24号员工、电商部门的2号员工，搭建起家居/时尚两大月GMV过亿的新品类，2016年她作为联合创始人&CEO，加入专为亚洲女性打造的设计师运动服品牌「maia active」，去年10月安踏收购「maia active」业务，mia成功创业上岸。从传统时尚行业买手，到互联网内容公司早期员工，到新消费浪潮创立品牌，再到经济形势趋于保守时，将品牌卖给大公司，mia的每一步都充满了时代的特性。每一步行动背后她的思考是什么？她面临着哪些时代机遇呢？作为拥有多个社会角色的女性创业者，她又有过哪些苦恼与挣扎呢？节目中，同为INTJ的两位“米娅”，一拍即合，多次灵魂碰撞。对话开始，mia介绍了自己如何从校园直接加入维密，作为实习生以优异的表现转正，在维密工作期间，mia逐渐意识到作为亚洲人在白人公司中的职业天花板，这促使她开始考虑自己的长远发展，她看到了小红书作为互联网内容公司的巨大潜力，并抓住机会加入小红书。在小红书工作时，mia经历了公司从二十几人到六七百人的高速发展过程。在小红书工作期间，她观察到了国内消费者对高品质、个性化瑜伽服的需求缺口，以及小红书势不可挡的内容流量红利。于是她加入「maia active」，开始了7年创业之旅。在谈及女性在职场中的挑战时，miya和mia都认为女性应该充分发挥自己的优势，如细腻的情感、敏锐的直觉和强大的沟通能力，在面对挫折和失败时，要拥有超强“普信”心理 。现在，mia创业上岸，即将开启第二次生命，她又会遇见什么样的新风景呢？更多精彩，欢迎收听本期节目哟～～--时间戳-- 01:39 一个理科生女孩去维秘做买手；05:47 闯纽约时尚圈，亚裔绝对拥有优势；10:46 很难再有“i own this world”的兴奋状态；14:21 受到两个刺激，决定回国；22:47 加入小红书，踩在互联网的风口浪尖上；33:08 即便是能力超强打工人，也会碰到天花板；36:25 瑜伽服创业，借势内容生态的流量红利；41:12 好几次要挺不过去了！45:28 从0到1，撸起袖子干！50:39 INTJ的“铁石心肠”；59:08 被选中为时代的幸运儿，做个生活的观察者；01:06:02 我就静静地看你怎么物化我；01:09:11 什么在阻止女性拥有自信心？01:13:05 凭我们的能力很难把品牌带到更大更远的地方；01:20:10 人生最大的苦恼是认为世界围着我转；01:28:13 女儿带来的慰藉与爱；01:38:42 第一次生命与第二次生命；--本期团队-- 主播 / miya嘉宾 / mia后期剪辑 / 木木制作人 / 祎雯视觉设计 / 双仔--号外号外--11月1日至11月3日，声量OUT在浙江·宁波·余姚·玉兔岛再度开启。诚邀各位上岛做“野声动物”，一起撒野，在「大内夜市」小程序搜索「声量OUT」即可报名。--本节目由深夜谈谈 MidnightNetwork出品—-深夜谈谈播客网络旗下播客：大内密谈、枕边风、空岛、随便聪明、淮海333-你还可以在这里找到我们：小红书：@miya 、@深夜谈谈子微博：@枕边风theuglytruth微信：枕边风theuglytruth-商务合作邮箱：biz@midnightalks.com-加听众群：加深夜谈谈子微信（微信号: aidanei17301214531）并回复【听众群】即可进群。

Noah Tucker is the founder of Social Snowball, an automated affiliate and referral marketing platform for e-commerce that drives significant revenue for over 2,000 brands, including Solawave, Obvi, and Javy Coffee.In this episode of the DTC POD, Noah shares powerful strategies for brands to supercharge their affiliate programs and drive significant revenue growth. He covers how to find and choose the right influencers, why it's important to keep the activation process as smooth as possible, what brands can do to keep affiliates engaged, and how to measure the success of an affiliate program.Interact with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. The Evolution of Affiliate Marketing2. Affiliate Marketing Challenges Faced by Brands3. Affiliate Discovery, Activation, and Engagement4. Affiliate Program Commissions5. Attribution in Affiliate Marketing6. Affiliate Marketing Trends and Future OutlookTimestamps00:00 Evolution of the meaning of “affiliate” in e-commerce05:07 Challenges brands face when running an affiliate marketing program07:32 Strategies for affiliate activation: engagement flow and tier structures11:52 Things that get influencers interested in working with a brand15:09 Optimal affiliate marketing commission rates15:49 How to choose the right influencer for affiliate partnership19:18 Strategies for finding and recruiting affiliate partners23:11 How to measure the success of an affiliate program25:03 Affiliate marketing trends and future outlook29:05 Attribution in affiliate marketing; a tool that prevents coupon code leaks33:11 Key initiatives of Social SnowballShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTok  Noah Tucker - Founder of Social SnowballBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic