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Ze Skylight - Goal #4

Ze Skylight (en pleine lucarne) : curation of the best links from across ZTP offices, every two weeks
Ze Skylight
Ze Skylight - Goal #4
By Ze Skylight ZTP • Issue #4 • View online
Ze Skylight (en pleine lucarne) : curation of the best links from across ZTP offices, every two weeks in your inbox

#US
With understanding of technology and its potential benefit, everything is becoming possible
Joe Lacob is happy
Joe Lacob is happy
Joe Lacob, partner at Kleiner Perkins Caufield & Byers, one of the biggest VC company in Silicon Valley, has a reputation for backing high-risk, high-reward startups. The acquisition in 2010 for $450 million of the Golden State Warriors, then valued around $315 million and considered the worst team in the NBA, looked way more than a risky operation. Seven years later, the Warriors are two-time champs worth a reported $2.6 billion.
He simply applied recipes that created (and still does) unicorns in Silicon Valley, like developing a new culture encouraging the vertu of sharing information, facilitating technologic innovations by using datas to improve the performance of the team, and managing the whole organization like a software in beta you make better everyday.
#China
Unlike Alibaba or Tencent e-commerce platforms, Pinduoduo is targeting low income families in Tier-2 and Tier-3 China cities.
The Shanghai based startup has reached within 2 years as much audience as 114 millions consumers, approx 75% of well established JD.com (number 2 in online sales after Taobao & Tmall ecosystem).
Alibaba addressed this population through its rural Taobao initiative, however they can’t cope with Pinduoduo (PDD) techniques of using social networks to leverage its sales. Similar to Groupon group buying mechanism, PDD entice clients to share on WeChat when they make a good deal to enjoy even further rebates when their friends buy in. They tapped in the roughly 400 millions consumers reserve of China that are scarcely buying online. 25% of retail will be online in China in 2020. No Dior perfume on PDD marketplace but Zhihu brand toilet paper straight from factory. No distributor commission the main advantage of buying through PDD.
With Tencent financial backup PDD is now valued at over 15B$ and has reach monthly sales of 1.6B$, a fourth fold increase YoY. However tough competition, inconsistent products quality and bad monetizing of its audience remain big challenges for PDD. Yearly amount spend by user is only of 50$ on PDD whereas its 500$ on JD.com & 1300$ on Alibaba’s marketplaces.
Tencent reportedly leads $3 B funding in startup Pinduoduo at $15 B valuation
A recent study shows that 45% of American teens consider they spend « almost » all their day online. That’a a lot and almost twice as only 3 years ago !
What do they do online ? Mostly spend their time on Youtube and Snapchat and less and less on Facebook (only 10% say they use Facebook most often as a social platform, that’s 32 for Youtube and 35 for Snap)
Meanwhile, still in the US, adults declare they now spend nearly 6 hours a day online (it was 5.1 in 2014) , and mobile usage is increasing to a 3.3 hours a day.
Again, we can feel trends showing that Facebook is losing a bit of traction : since October, more mobile readers come to UK’s publishers sites directly than from Facebook.
Things move fast and even if Facebook seemed to do well in their last earning reports, even after latest Cambridge Analytica scandal, we’ll have to get a closer look as it can have a great impact on your next marketing campaigns !
#Marketing
Nearly half of American teens are online ‘almost constantly’  - Recode
A recent study shows that 45% of American teens consider they spend « almost » all their day online. That’a a lot and almost twice as only 3 years ago !
What do they do online ? Mostly spend their time on Youtube and Snapchat and less and less on Facebook (only 10% say they use Facebook most often as a social platform, that’s 32 for Youtube and 35 for Snap)
Meanwhile, still in the US, adults declare they now spend nearly 6 hours a day online (it was 5.1 in 2014) , and mobile usage is increasing to a 3.3 hours a day.
Again, we can feel trends showing that Facebook is losing a bit of traction : since October, more mobile readers come to UK’s publishers sites directly then from Facebook.
Things move fast and even if Facebook seemed to do well in their last earning reports, even after latest Cambridge Analytica scandal, we’ll have to get a closer look as it can have a great impact on your next marketing campaigns !
Nearly half of American teens are online ‘almost constantly’  - Recode
Ze Playlist
Great playlist on Spotify for you all who can’t sleep since 2 weeks because of GDPR ;-)
What's your name, what's your number ?
What's your name, what's your number ?
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Ze Skylight ZTP

ZTP stands for “Ze 12th Player”, referring to soccer supporters.
We are an innovation and investment company dedicated to companies’ performance.

We are a small team of people excited to see the retail and the world change and want to share it with you !

Header picture by Álvaro Mendoza on Unsplash

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