Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Asia Tech Strategy – Podcast 82)

This podcast is Alibaba’s 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a “product / service + commerce infrastructure” business. And whether ByteDance can break into Chinese ecommerce with an “attention + mini programs strategy”. It’s really a cool and important question. You can listen to this […]

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ByteDance vs. Kuaishou: Innovator vs. Fast Follower Strategies for the China Attention Market (Asia Tech Strategy – Daily Update)

Kuaishou Technology is going public in Hong Kong. From the IPO filing, the basic story is that Kuaishou does short videos and live streaming. It’s a video company. And these are the combined numbers reported: 305M average DAUs, in their apps and mini-programs in China. 769M average MAUs, in their apps and mini-programs in China. […]

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Oracle Is Saving TikTok From Itself

I like Bytedance. I think they make great apps. Super engaging. With fantastic user interfaces. They are one of the most innovative mobile app companies on the planet. But they suck at internationalization. Their attempt to become China’s first international digital  company has been a slow moving train wreck. Lots of us have been predicting […]

Can TikTok Be Copied? Innovators vs. Imitators. (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was a good article this week in Insead Knowledge by Jason Davis and Vikas Aggarwal. What I liked about it was the below question it posed: “…an innovator’s attempts to innovate by mobilising in-house knowledge can often end up benefitting rivals more than the innovator, particularly when rivals share and propagate knowledge among each […]

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WeChat and TikTok’s Starkly Different Visions for Digital Information Flows (pt 2 of 2)

I recently went to the WeChat Open Talk meeting and founder Allen Zhang raised some questions that have really stuck with me. He talked about about the increasingly important role of information flows in daily life and who controls this. His talk is here but my basic take-away is the below question. How do you […]