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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Alex Zhang Alibaba

Published February 6, 2018 at 744 × 400 in Why Tencent Video, iQiyi and Youku Are So Successful – Alex Zhang Ex-Alibaba Pictures.
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Categories

  • 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
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  • B2C Customer View: Shareability
  • Baidu
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  • Bargaining Power with Suppliers / Purchasing Economies
  • Barnes and Noble
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  • Belle
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  • Bitcoin
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  • Bluegogo
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  • Brazil
  • Bundling, Subscriptions and Cross-Selling
  • ByteDance
  • Cainiao
  • Capabilities
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  • Carl Icahn / Icahn Enterprises
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  • 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
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  • Company Ecosystems
  • Company Quality, Industry, and Terrain (Ques 1-2)
  • Competitive Advantage
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  • Complementary Platforms
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  • Composability
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  • Computer Vision
  • Concepts
  • Confluent
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  • Costco
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  • 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
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  • Dominant Design and Architectural vs. Component Innovation
  • Ecommerce
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  • Platform Types: Audience Builders
  • Platform Types: Coordination, Collaboration and Standardization
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  • Platform Types: Learning
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  • Platform Types: Marketplaces for Products and Services
  • Platform Types: Payment
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  • Scale Disadvantages
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  • Search Engines
  • Searching Costs
  • Secoo
  • SenseTime
  • Services
  • Seth Klarman / Baupost
  • SF Express
  • SFX
  • Share of the Consumer Mind
  • Shein
  • Singapore Press Holdings
  • Skillz
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  • SMILE Marathon
  • SMILE Marathon: Ecosystem / Platform Orchestration and Participation
  • SMILE Marathon: Hyper-Scale and/or Hyper-Growth
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  • SMILE Marathon: Rate of Learning and Adaptation
  • SMILE Marathon: Sustained Innovation
  • Snowflake
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  • Social media
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  • Speaking
  • Specialty
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  • Starbucks
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  • Surplus Margin Leader
  • Switching Costs
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  • Tech and IP Cost and Supply Advantages
  • Tencent
  • Tencent Pictures
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  • Theory of the Firm
  • Thomas Russo
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  • Tuya
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  • Uncategorized
  • Uncertainty Investing Approaches
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  • 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
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  • Warren Buffett / Berkshire Hathaway
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  • 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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