PLATFORM PROFILEPDD
PDD/Temu
1.86
B-index (V3.1)
EVENT HORIZON
Capture1.022
Escape0.550
Key Structural Insight
$786B GMV with moderate lock-in. Growth is price-driven, not lock-in-driven. Vulnerable when competitor matches pricing.
Eleven-Parameter Profile
Data Depth6/10
Memory5/10
Action6/10
Process6/10
Network8/10
Closeness7/10
Portability5/10
Substitutability5/10
Human Fallback7/10
Org Depth5/10
Momentum8/10
Capture Escape Extended
V3.1 Decomposition
| Component | Value | Formula |
|---|---|---|
| CES₄ capture core | 0.5741 | CES(d, m, a, p) |
| Knowledge synergy σₖ | 0.5477 | √(d · m) |
| Operability synergy σₒ | 0.6000 | √(a · p) |
| Synergy boost | 1.1722 | 1 + 0.3·(σₖ + σₒ)/2 |
| Org-depth multiplier | 1.2500 | 1 + 0.5·o |
| Momentum multiplier | 1.2400 | 1 + 0.3·t |
| Total Capture | 1.0223 | c·(1+0.5n)·core·syn·org·mom |
| CES₃ escape core | 0.5629 | CES(x, s, h) |
| Feedback attenuation | 0.7990 | max(0.3, 1 − 0.35·core) |
| Total Escape | 0.5498 | ε + escCore · feedback |
| B = Capture / Escape | 1.86 | 1.022 / 0.550 |
Scoring Rationale
Pinduoduo dominates China value segment. Temu globally with ultra-low prices. Gamification drives engagement. But low structural lock-in: no seller reputation comparable to Amazon.
Parameter Sensitivity
MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE7+0.53
MEM5+0.24
ACT6+0.22
PROC6+0.22
DATA6+0.21
PORT5-0.19
SUB5-0.19
FALL7-0.16
ORG5+0.15
NET8+0.13
MOM8+0.09
+ raises B (deepens lock-in)− lowers B (aids escape)
Comparable Platforms — E-Commerce (7 peers)
| # | Platform | Ticker | B-index | Zone | |
|---|---|---|---|---|---|
| 01 | Amazon Marketplace | AMZN | 7.77 | BLACK HOLE | Profile → |
| 02 | MercadoLibre | MELI | 5.87 | BLACK HOLE | Profile → |
| 03 | Alibaba/Taobao | BABA | 4.97 | BLACK HOLE | Profile → |
| 04 | Coupang | CPNG | 3.72 | BLACK HOLE | Profile → |
| 05 | Shopify | SHOP | 3.15 | BLACK HOLE | Profile → |
| 06 | Shopee/Sea | SE | 3.03 | BLACK HOLE | Profile → |
| 07 | eBay | EBAY | 1.71 | EVENT HORIZON | Profile → |