Pay Attention to the Potential Value of WeChat Mini Programs. (Asia Tech Strategy – Podcast 66)

  This week’s podcast is about some of the bigger strategic initiatives at WeChat. Specifically mini programs, search, mini games and WeChat Work. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles are: WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (Jeff’s Asia Tech Class – Podcast […]

How I Learned to Love SoftBank and Its Investment Strategy (Jeff’s Asia Tech Class – Daily Update)

It’s hard to write and speak about Asia tech without talking about SoftBank and its billionaire Chairman Masayoshi Son. He has been a major player in digital Asia (including China) for 4 decades. And his Vision Fund and its companies (WeWork, Uber, Didi, Oyo, etc.) are a staple of tech news. But I have long […]

The Difference Between Competitive Advantages and 7 Powers (Jeff’s Asia Tech Class – Podcast 65)

  This week’s podcast is my third on the well-known 7 Powers framework by Hamilton Helmer. I go through the last 4 of his 7 powers. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. His fundamental equation of value is: Value = M0*g*s*m = market scale * power M0 is Market at time zero. g […]

Economies of Scale and Switching Costs According to 7 Powers (Jeff’s Asia Tech Class – Podcast 64)

  This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.   His fundamental equation of value is: Value = M0*g*s*m = market scale * power M0 is Market at time zero. g is growth. […]

4 Problems with Michael Porter’s Five Forces (Jeff’s Asia Tech Class – Podcast 63)

  This week’s podcast is on the well-known Five Forces framework by Michael Porter. 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. Michael Porter’s five forces: Bargaining power of suppliers Bargaining power of buyers Threat […]