Skillz vs. Electronic Arts – and the Emergence of Digital Sin Stocks. (Asia Tech Strategy – Podcast 88)

This week’s podcast is about Skillz and Electronic Arts. There are some interesting and evolving strategy aspects to gaming – especially as it goes to multiplayer and tournaments. And as Skillz opens up tournament gaming based on cash rewards, the question is how far into gambling is this going to go? You can listen to […]

When Will Didi Become Profitable? (Asia Tech Strategy – Daily Lesson / Update)

The Didi financials are finally out. And they are an interesting mix of good and bad. Didi has market dominance and tech leadership in the largest market for shared mobility. But it is also chronically unprofitable. For investors, this could be a fantastic opportunity. Because Didi’s ongoing losses will scare off investors and likely lower […]

Why Didi Is Dominant But Still Unprofitable (Asia Tech Strategy – Podcast 87)

This week’s podcast is about Didi’s upcoming IPO. They have released their numbers and it shows market dominance but operating losses. This is my explanation for what is happening. And what their strategic plan means. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the key paragraph from Didi’s IPO filing: […]

Ant Financial and the 3 Types of Network Effects (Asia Tech Strategy – Podcast 86)

This week’s podcast is about separating networks (an asset) from platforms (a business model) from network effects (a phenomenon). And the three standard types of network effects. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. I put networks into 3 types: Physical Networks Protocol Networks People Networks I put network effects into 3 […]

Switching Costs, Wabco and Buffett’s Critical Companies (Asia Tech Strategy – Podcast 85)

This week’s podcast is about “criticality” as a type of switching cost. And specifically about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia […]

JD Logistics vs. DHL in Smart, IOT Logistics (Asia Tech Strategy – Podcast 84)

This week’s podcast is about how traditionally great logistics businesses like DHL and JD Logistics are doing major digital upgrades. It’s a big unknown but it all looks pretty attractive. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 […]