What Ant Financial Tells Us About Square’s Future. (Jeff’s Asia Tech Class – Daily Update)

The market capitalization Square has exceed $100B, which makes it about 1/3 of what Ant Financial / Group was expected to list at (prior to delay). Both companies are using platform business models to invade and expand the payment and financial services space. Fortunately, Ant is further along this trajectory and offers some interesting insights […]

4 Problems with Hamilton Helmer’s 7 Powers (Jeff’s Asia Tech Class – Podcast 62)

  This week’s podcast is on the well-known 7 Powers framework by Hamilton Helmer. I go through some of its limitations and where I think it works best. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Hamilton Helmer’s fundamental equation for value creation and capture Value = M0*g*s*m = […]

What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (Jeff’s Asia Tech Class – Podcast 61)

  This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Key question: What will drive Square’s growth? Common metrics for base rates: Sales growth Gross profitability (gross profits […]

Tesla vs. Nio – And Why First Mover Advantage in Tech Can Suck. (Jeff’s Asia Tech Class – Podcast 60)

  This week’s podcast is on Tesla vs. Nio and why first mover advantage is not as awesome as everyone thinks. At least not in tech. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Advantages of first mover in tech can include: Bigger advantages: Temporary supply-demand imbalance Increasing returns […]

Message to Followers and Subscribers About the Course Going Forward

Hi everyone, After months of discussion with subscribers, I’m splitting the course into two more focused services. One service for tech investors. One service for those more interested in executive education in digital strategy. It turns out the audience for this course really is somewhat split between two sets of interests. By creating more focused […]

Airbnb is Going to Get Crushed in Asia. Rethink Your Valuation. (Jeff’s Asia Tech Class – Podcast 59)

  This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some effect on how you would value it going forward. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The valuation presentation by NYU Professor […]