Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Monthly Archives: April 2016

My Profile in China Daily (April 2016)

Posted on April 25, 2016 by Prof Jeff

Posted in Uncategorized • Tagged China, Chinese consumers •

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4 Terrains and Strategies (BCG): Predictable vs. Malleable
6 Levels of Digital Competition
7 Powers
9 Questions
99
AB InBev
Access vs. Owner Businesses
Activist Investing (Ques 5)
Adaptation and Resilience
Adobe Inc.
Africa
AgentGPT
AI – Cheap and Fast Prediction
AI Service Business Model
Airbnb
AIVA
Alibaba
Alibaba Cloud
Alibaba Global Leadership Academy
Alibaba Health
Alibaba Pictures
AliExpress
Amazon
Android
Ane Logistics
Ant Group / Ant Financial / Alipay / Alipay+
Apple
Arms Race for Consumer Attention and Retention
Artificial Intelligence
AT&T
Audius
Auto
Azure
B2B Customer View: Necessary vs. Critical vs. Strategic
B2C Customer View: Shareability
Baidu
Baidu Cloud
Bandwagon Effect
Baozun
Bargaining Power with Suppliers / Purchasing Economies
Barnes and Noble
Barriers to Entry and Soft Advantages
Belle
Ben Graham
Bic
Bilibili
Bing AI
Bird in Hand vs. Bush
Bitcoin
Blockchain
Bluegogo
Borsheims
Boss Zhipin / Kanzhun
Brazil
Bundling, Subscriptions and Cross-Selling
ByteDance
Cainiao
Capabilities
Capacity to Suffer
Carl Icahn / Icahn Enterprises
Carlsberg Beer
Catalysts (Ques 5)
Central Group
Cheah Cheng Hye / Value Partners
China
China Digital Consumer Network
China Literature
Cloud Services
Cocos
Coinbase
Combinatorial Innovation
Common Pricing Strategies
Community Group Buying
Company Ecosystems
Company Quality, Industry, and Terrain (Ques 1-2)
Competitive Advantage
Competitive Fortress
Complementary Platforms
Complements
Complicated Network Effects
Composability
Compounding
Computer Vision
Concepts
Confluent
Consumer Packaged Goods (CPG)
Coordination and Transaction Costs
Core Competency
Cost of Capital and Hurdle Rates
Cost, Timing and/or Difficulty of Entry
Costco
Counter-Positioning
Coupang
Ctrip
CVS Health
Daily Journal
DALL-E
DAOs / Web3
Data Ecosystems
Data Intelligence
Data Network Effect vs. Data Advantage
Data visibility and analytics
Delivery Hero / Foodpanda
Demand Purification
DHL
Didi
Digital and Information Economics
Digital Operating Basics
Digital Playbook – Standard
Digital Superpower: Composability at Global Scale
Digital Superpower: Dramatically Improve the User Experience
Digital Superpower: Enable a Platform
Digital Superpower: Network Effects
Digital Superpower: Other Competitive Advantage
Digital Superpower: Scalability
Digital Superpower: Virality
Digital Superpowers
Digital Transformation
Digital Valuation
Digital vs. Human Agents
Digital-Physical Hybrids
Dingdong
DingTalk
Direct Network Effects
Dirty Tricks
Discount Rates
Discounted Cash Flow
Disney
Disruption
Distribution Network Density
DJI
DOB1: Rapid Growth at Low Cost without Constraints
DOB2: Never ending Personalization and User Improvements
DOB3: Digital Core for Management and Operations
DOB4: Connectedness Interoperability and Collaboration Based Business Models
DOB5: Leadership and Management
DOB6: People Culture and Teams
DOB7: Sustainable Cash Engine that Scales
Dominant Design and Architectural vs. Component Innovation
Ecommerce
Ecommerce: Interactive and Engagement-Focused
Ecommerce: Specialty
Economies of Scale and Scope
Economies of Scope
Ecosystem Orchestrator CF2
Ecosystems vs. Platforms
Education
Electronic Arts
Embedding
Engagement and Spending
Engagement Products vs. Margin Products
Enterprise B2B
Epic Games
Ethereum
Etsy
Expedia
External vs. Internal View
Facebook Meta
Farfetch
Fashion
Fast Moving Consumer Goods (FMCG)
Fastscaling vs. Blizscaling
Fedex
Financial Services
First Mover Advantages and Disadvantages
Five Forces
Five Rules for Winning in Digital
Fiverr
Fixed Operating and Capital Costs
Fliggy
Foxconn
Franchised Networks
Freshippo
Full Truck Alliance
Gaming and Game Engines
General Electric (GE)
Generative AI
Generative AI – Cheap and Fast Content Creation
Geographic Density
Giant
Giants Dwarves and the State
Google
Google Bard
Google Maps
Google Search
GoTo Gojek Tokopedia
Government Advantages
GPT / ChatGPT
Grab
Gree
Growth Hacks
Growth Plus Sales
Growth ROIC / RONIC and Value
Growth: Core vs. Adjacency
Growth: Explore vs. Exploit
Haier
HarmonyOS
Healthcare
Hello Bike
HeyTea
Hierarchies of Control
Hillhouse Capital / Zhang Lei
HiSilicon
HTC
Huawei
Huya
iflytek
iFood
Increasing Returns to Tech Adoption
Indirect Network Effects
Indonesia
Industrial Internet / IIoT
Influencers and KOLs
Innovation
Input Cost and Constraints
Insta360 / Arashi Vision
Intangible Assets
Integrated Bundles
Intelligent Logistics IoT Network
Intersport
Intime
Introverts
iQiyi
Irrational Competition
JD
JD Central Thailand
JD Health
JD Logistics
Jingxi
Jobs To Be Done
Jorge Lemann / 3G Capital
Joy Spreader
Juhuasuan
Jumia / Jumia Food
KE Holdings / Beike / Lianjia
Keith Meister / Corvex
KFC / Yum!
Kingsoft Cloud
Kroger
Kuaishou
LAIX Liulishuo
Latin America
Lazada
Learning Curve and Experience Effect
Learning Goals
Lexica
Linked Businesses
Live Streaming
Local Network Effects
Location or Transportation Cost Advantage
Logistics
Luckin Coffee
Luxury
Magazine Luiza / Magalu
Majid Al Futtaim
Management Track Record and Incentives
Margin of Safety (Ques 3)
Mario Gabelli / GAMCO
Masayoshi Son / SoftBank Group
McDonalds
McKinsey & Co
Meaningfully Differentiated Technology
Medallia
Megvii
Meitu
Meituan
Member Content
Mercado Libre
Metaverse
Metcalfe's Idea
Microsoft
Midjourney
Mini Programs
Mini-Programs
Minimum Efficient Scale
Mismatched and/or Crippled Scale
Mobike
Money Wars
Monster Energy
Motorola
Multihoming
Naver Corp / Line Messenger
NBA
Nebraska Furniture Mart
Neeva
NetEase
Netflix
Network Effect: Critical Mass and Chicken and Egg
Network Effect: Interaction Failure at Scale
Network Effect: Leaky Bucket and Multihoming
Network Effects
Network Effects
Networks vs. Platforms vs. Network Effects
New Manufacturing
New Oriental Education
New Retail – OMO
nfx / James Courrier
Nike
Nio
NLP
Non-Human Platforms and Business Models
Non-Rivalry and Zero Marginal Production Costs
Nubank
Ofo
OMO Platforms
One Hour China
Online Gaming
Online Merge Offline (OMO)
OnlyFans
Open Source
OpenAI
Operating Leverage
Operating Performance: Smarter Faster Better
Oriental Trading Co
Oxford Health
Ozon Holdings
Pacific Prime
Path Dependency
Perfect Diary / Yatsen
Personalization at Scale
Philip Fisher
Physical Networks
Pinduoduo
Ping An
Ping An Good Doctor
Pipeline Plus Platform Business Model
Pizza Hut / Yum!
Platform Business Models
Platform Types: Audience Builders
Platform Types: Coordination, Collaboration and Standardization
Platform Types: Innovation
Platform Types: Learning
Platform Types: Market Networks
Platform Types: Marketplaces for Products and Services
Platform Types: Payment
Platform-Protocol Hybrids / Web3
Points of control
Pop Mart
Price Discrimination
Pricing and Switching Costs
Prince Alwaleed and Kingdom Holding
Private Market Value (PMV)
Production and Consumption Ecosystems
Protocol Ecosystems (building blocks)
Protocol Networks
Protocol Networks (blockchain) with property rights
Public Copy of Membership Content
Qumei
Rate of Learning and Process Cost Advantages
Real Estate
Red Hat
Regression to the Mean / Base Rates
Resources and Assets (CRAs)
Resources Based Competition
Retail
Revenue Scale and Growth
Reverse Network Effects
Roblox
Role of the State
Ruhnn Holding
Rumble
Runway
S-Curves for Tech Performance vs. Tech Diffusion
Sanborn Map Company
Scale Advantages and Disadvantages
Scale Disadvantages
Scarce or Cornered Resource
Sea Limited / Garena / Shopee / SeaMoney
Search Engines
Searching Costs
Secoo
SenseTime
Services
Seth Klarman / Baupost
SF Express
SFX
Share of the Consumer Mind
Shein
Singapore Press Holdings
Skillz
Smartphones
SMILE Marathon
SMILE Marathon: Ecosystem / Platform Orchestration and Participation
SMILE Marathon: Hyper-Scale and/or Hyper-Growth
SMILE Marathon: Machine Learning, AI Factories and Zero-Human Operations
SMILE Marathon: Rate of Learning and Adaptation
SMILE Marathon: Sustained Innovation
Snowflake
So-Young International
Social Capital
Social Media
Social media
Sogou
Southeast Asia
Southwest Airlines
Speaking
Specialty
Spotify
Square
Standardization and Interoperability Network Effects
Starbucks
Steam / Valve
Stone Company
Substitutes
Sun Art Retail
Suning
Suntech
Supply Demand Imbalance
Surplus Margin Leader
Switching Costs
Synthesia
Taco Bell / Yum!
Tactics
Tal Education
Taobao Education
Tech and IP Cost and Supply Advantages
Tencent
Tesla
Thailand
The Need for Speed
The Power of Cheap and Free
Theory of the Firm
Thomas Russo
Threat of New Entrants
Tiktok / Douyin
Tmall / Taobao
Token economics
Tokens / Web3
Topsport
Toutiao
Turn-Arounds (Ques 4)
Tuya
Twitter
Uber
Uncategorized
Uncertainty Investing Approaches
Uniswap
Unity
Valuation (Question 3)
Value creation vs distribution
Value Point / Surgical Value Add (Question 7)
Vanke
Versioning and Pricing
Vipshop
Vulcan Materials
Wabco
Walgreens
Walmart
Warren Buffett / Berkshire Hathaway
Waterdrop Insurance
Waze
Web3
WeChat
Wellsaidlabs
Whatsapp
Who is Selling and Why? (Question 4)
Willingness to Pay and Consumer Surplus
Word of Mouth and Virality
Worst Case Scenario (Question 9)
Writing
Xiaomi
Xunxi
Yiren Digital
Youku Tudou
YouTube
YTO
Ze Delivery
Zhaopin
Zhihu
ZhongAn Insurance
Zoom
ZTO

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