Everything Floats - A Look into the Chinese Mirror
summary
TradeShift runs a global cloud network (AWS) connecting 50 Fortune 500 firms and aims for 1M companies while operating a Suzhou office of ~85 engineers and a Chongqing JV for finance. May 1st rollout issues China‑legal electronic invoices by integrating with the state Golden Tax system and legacy certified printers, uses open semantics like UBL, and pilots supply chain financing since 2013. Claims: network data plus order/ship/invoice events unlocks financing on trillions held in receivables; banks currently fund ~15% and ~$9T sits outstanding.
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chapters (8)
- 0:00Start
- 8:31What is cloud in China?
- 10:38Cloud market in China
- 11:22The price of software is going towards zero
- 12:13Enterprise too
- 25:38WHY IS IT IMPORTANT TO SWITCH FROM A COST-FOCUSED TO A VALUE-FOCUSED SUPPLY CHAIN?
- 29:38Value Distribution Networks
- 35:10XML and Small Business
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