China’s New OMO Platforms: Alibaba, Sun Art and Beike (Asia Tech Strategy – Podcast 79)

This week’s podcast is about online-merge-offline (OMO) platforms. A business model that is just emerging in China. I talk about Sun Art Retail and Beike / Lianjia as examples. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the BCG article I mentioned. —–   Related podcasts and articles are: Lianjia and […]

What is the Worst Case Scenario for Alibaba? (Asia Tech Strategy – Podcast 78)

This week’s podcast is about the current political risks around Alibaba. But also about the very important concept of Worst Case Scenario. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the Harvard Business Review case about Viva Macau. Here is the book I mentioned, Dead Companies Walking by Scott Fearon. Here are my 9 Questions. […]

Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (Asia Tech Strategy – Podcast 77)

This week’s podcast is about how to think tactics that generate short-term growth and results. And we see these coming out of China all the time. In particular, I talk about how Pop Mart used blind boxes. How Joy Spreader and Ruhnn Holding used influencer marketing. And how everyone is using community group buying. You […]

Baidu Is Externalizing and Exploiting AI. But It’s All About Cloud. (Pt 3 of 3) (Asia Tech Strategy – Daily Update)

In Part 1 and Part 2, I laid out Baidu’s core search engine and some of the complexities that have evolved in search over time. I have three strategy questions for Baidu going forward: How competitive will a stand-alone search engine be against China’s larger digital giants over time? Can Baidu create a second large […]

Can Baidu Thrive As a Stand-Alone Search Engine? (Asia Tech Strategy – Podcast 76)

This week’s podcast is about Baidu and its key strategic questions: Can it thrive as a stand-alone search engine? Against competitors such as Tencent and ByteDance. What is its best growth opportunity? I think cloud. Did it need to go into content? How far? Can it compete in the attention market? Search plus feed. You […]

Baidu is Struggling in Content Creation, Push Feeds and the Attention Market (Pt 2 of 3) (Asia Tech Strategy – Daily Update)

In Part 1, I laid out some basic theory for Baidu and search engines. I think it was a pretty solid picture for Baidu circa 2010.   But strange things have been happening since then. Baidu has moved into entertainment, services (for a while), content creation and self-driving cars. I’m not sure if these were […]