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Many e-commerce platforms have established extensive networks of stations as their last-mile logistics infrastructure. This study investigates how this last-mile infrastructure may serve as an offline platform to connect customers and merchants in the physical world by leveraging walk-in traffic (organic interaction) and prompting interested customers through online intervention (induced interaction). Using free sample distribution as an example, we designed two large-scale studies in collaboration with Alibaba—an observational study across 1,032 stations and a randomized field experiment among 189,019 customers—to examine the causal effects of organic and induced interactions on customers' subsequent online purchases from the focal brands, respectively. We found that induced interaction drives significantly more online sales than organic interaction. Under induced interaction, the online intervention effectively increases the number of free samples distributed. Nevertheless, the more significant increase in online sales for induced claimers is not simply due to more free samples distributed but because the induced customers are more interested and more likely to purchase. We identified this phenomenon as a screening mechanism that facilitates an advantageous selection of customers claiming the samples. Customers willing to pay the additional travel cost to claim samples are more likely to purchase the focal brands afterward. Finally, we developed a customized targeting framework using a generalized random forest model to enhance the effectiveness of induced interaction at the last-mile stations. Our study raises a key insight that the "foot-in-the-door" traffic in an omnichannel environment can be fundamentally different depending on whether the offline customers are driven from the online channel. [ABSTRACT FROM AUTHOR]

The impact of digital platforms on the implementation of the United Nations' (UN) Sustainable Development Goals (SDGs), especially the business sustainability of micro, small and medium-sized enterprises (MSMEs), under different containment policies during and after the COVID-19 pandemic has not yet been studied in detail. Using detailed administrative data from Alibaba Group's online on-demand food delivery platform, we found that the digital platform contributed to the food security, wellbeing, employment and business sustainability of MSMEs both during and after the pandemic. We uncovered merchants' heterogeneous responses to the COVID-19 pandemic during and after the implementation of different containment policies in China. On the extensive margin, the period of complete lockdown left long-term scarring on online merchants by decreasing the number of entrants, especially in the cooked food industry. In contrast, on the intensive margin, chain stores, especially those with large chain networks or multiapp stores, exhibited stronger resilience than their counterparts during and after lockdown. Thus, specialization (at the outlet level) and wider coverage (at the network level) emerged as key factors that enable business sustainability under challenging economic circumstances. [ABSTRACT FROM AUTHOR]

Taking the critical political economy approach, this paper continues Dallas Smythe's and Yuezhi Zhao's inquiries into technological development in contemporary China. It examines the trends and struggles of the "BAT" model—named after the three most influential Internet companies in the country, Baidu, Alibaba and Tencent—in China's digital expansion, which has been intimately connected to transnational financial capitalism in the past decade. Reflecting on this expansion's all-encompassing socio-political consequences, a blind spot in the successful BAT story, the paper examines whether the BAT model is sustainable for China's social development and, if not, the opportunities and alternatives lie ahead. The paper argues, in view of BAT's financial and infrastructural turn, that how China's ICT sector could move beyond a capital-driven mode of growth and reorient technologies for public and social development is a critical epistemological question. [ABSTRACT FROM AUTHOR]

Intermediaries—such as Amazon, Alibaba Group, and Walmart—play critical roles in digital markets: This paper proposes a model for analyzing how search cost affects their market outcomes. Distinguished from existing search literature, we introduce network effects to the market by allowing buyers to have positive preferences for product variety. In addition, we relax the exogenous demand and supply assumptions in the conventional search literature to study how search affects participation on both sides of the market. Through the model, we focus on studying and comparing two important types of intermediary: the two-sided platform; and the one-sided retailer. We find that reducing search costs does not necessarily increase the profit of both intermediary types. Furthermore, its influences are highly varied—depending on both the type of intermediary and its buyers' preferences for variety. [ABSTRACT FROM AUTHOR]

Cloud computing services ("cloud services") have attracted the scrutiny of antitrust authorities around the world. Relying in part on data from AWS, we assess the economic impact of measures within the European Commission's proposed Data Act (with parallels in France, the UK and elsewhere): namely, requiring cloud services providers to phase out data transfer-out fees, offer functionally equivalent services and publish open interfaces to facilitate switching and multi-clouding. The paper comes to three main conclusions. First, there is no clear evidence of market failure in cloud services. Second, a ban on data transfer-out fees will likely lead to unintended consequences, mainly price increases due to excessive levels of data transfer-out when customers do not internalize the costly nature of data transfers. We show how this could materialize using AWS data. Third, requirements to standardize cloud services carry a serious risk of dampening cloud services providers' incentives to innovate. [ABSTRACT FROM AUTHOR]

Developing rural e-commerce is seen as an effective measure to revitalize the economies of rural communities and is beginning to spread in several countries. However, conditions in rural communities are limited and lack the necessary elements for its promotion. Alibaba Group's Taobao Villages, a remarkable achievement of China's rural e-commerce development, has demonstrated strong vitality and is receiving increasing attention. Therefore, this research study into a Taobao Village, which has been developing in Shandong Province for more than a decade, conducts an in-depth analysis of its development history to provide a reference for rural e-commerce promotion. This paper proposes an 'internal innovation & external support' analytical framework for presenting the growth process of the rural community, which can explain how to sustain longterm operations and enhance e-commerce competitiveness. In addition, the paper confirms that the development of a Taobao Village is led by local-villager entrepreneurs, and this rural development strategy can encourage a diversity of entrepreneurs to participate in entrepreneurship and competition, all of which are worthy of further research and replication. [ABSTRACT FROM AUTHOR]