Baidu’s Search Engine Explained in 3 Slides (pt 1 of 3) (Asia Tech Strategy – Daily Update)

I like search engines. But they are very strange animals. They remind me of giraffes and ant eaters. Unique animals that you can’t really compare to anything else. But their competitive strength is really impressive. For example: Google Search is dominant globally, with +85% of the market. Bing and Yahoo are 2nd and 3rd globally, […]

My 9 Investment Questions (Asia Tech Strategy – Podcast 75)

This week’s podcast is about my investment checklist. Which is really just 9 questions. Shown below.   You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.   My competitive strength and defensibility pyramid:     My handwritten checklists for various companies.     Charlie Munger’s Speech on the Psychology of Human Misjudgment. Located here. […]

Fiverr and the Classic Marketplace Platform Playbook (Asia Tech Strategy – Podcast 74)

This week’s podcast is Fiverr and their classic approach to building a marketplace platform (for freelance services). I don’t go into it too much but I thought it was a good example of a common playbook for venture capital-backed early stage companies. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Andreesen Horowitz […]

Can Huawei’s HarmonyOS Break Android’s Monopoly? (Asia Tech Strategy – Podcast 73)

This week’s podcast is about Huawei’s big operating system initiative. It’s the first serious challenge to Android’s global dominance. And how to break-in with a new ecosystem is a fascinating question. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Types of platforms: Marketplace Platforms Payment Platforms Innovation and Audience-Builder Platforms Coordination, Collaboration and […]

Huawei vs. the Android-iOS Duopoly: My Interview with Huawei Consumer Products. (Asia Tech Strategy – Daily Update)

Huawei is “all in” on building a third mobile operating system and ecosystem. This is the first major challenge to the Android-Apple iOS duopoly in almost a decade. And as iOS is a closed system, it is really about Huawei taking on globally dominant, open source Android. It’s a big deal. I recently spoke with […]

Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (Asia Tech Strategy – Podcast 72)

This week’s podcast is about JD Central in Thailand. I had an interesting visit and interviewed the CEO. And it raises a bigger point of whether China’s ecommerce giants can or will go international? You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The McKinsey & Co article I mentioned is here. Related […]

JD Central Plays the Long Game in Thailand and SE Asian Ecommerce (2 of 2)(Asia Tech Strategy – Daily Update)

In Part 1, I summarized my visit to a media event at JD Central (JDC) Thailand. And I teed up some of the difficulties for Chinese ecommerce giants trying to go international, especially in Southeast Asia. After the media event, I sat down with JD Central CEO Vincent Yang, which turned out to be a pretty […]

My Interview with JD Central Thailand CEO Vincent Yang (1 of 2) (Asia Tech Strategy – Daily Update)

Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]

Will JD Logistics Become a New Type of Ecosystem? (Asia Tech Strategy – Podcast 71)

This week’s podcast is about JD Logistics. It’s an interesting case of a capability becoming a service business. And maybe a new type of ecosystem. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The slides I mentioned for industry-specific solutions are: Related podcasts and articles are: Introduction to Innovation, Elon Musk and Android’s […]