E28: Personal Updates, Outlook for 2024, Lazada Layoffs, State of E-commerce, Long Term Thinking

Low Level Barbarians (LLB)

First episode of 2024. After a long hiatus Alex and Jianggan catch up. We have a short personal updated followed by the state of Chinese Tourism, the general economic outlook for 2024 and the nature of looming uncertainties. Towards the end we dig deep into the state of E-commerce and what is going on behind the Lazada layoffs. Tune in to hear it all! Accompanying SubStack - https://bit.ly/LLBE28SubStack Timestamps: 0:00 E27: Personal Updates, Outlook for 2024, Lazada Layoffs, State of E-commerce, Long Term Thinking & Clarity 00:24 Personal Update Reflections 2023 05:08 Chinese Tourism Into 2024 10:38 Outlook for 2024 16:05 Second Order Effects of Uncertainty 17:38 Hidden Global Risk in Asia For 2024 21:14 Where Are We Business-wise For 2024 27:25 State Of E-commerce & Lazada Layoffs 33:45 Lazada Layoffs Growing Pains? Or Failed Chinese Expansion? 38:29 Super Apps, still super? 41:44 Temu Outlook 2024 51:35 Innovation Outlook for E-commerce 52:01 Live Shopping 53:49 Long Term Thinking & Clarity