This is Part 3 in a three part series about Ant Group / Ant Financial. In this part, I talk about how sustained innovation is the primary strategy for maintaining their competitive advantages. Part 1 is How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff’s Asia Tech Class – Podcast […]
In Podcast 41, I talked about 3 ways network effects suck. They do have some major problems. And these are not discussed as much as their benefits. This will also tee up my third talk on Ant Financial, a company that is mostly about platforms and network effects. First a little theory. This is About […]
This is Part 2 in a three part series about Alibaba and Ant Group. The focus was on Alibaba’s ability to continually adapt to new markets, consumer behaviors, technologies and opportunities. The idea of adaptability and innovation are increasingly discussed as key competitive abilities. Part 1 is here. Part 3 is here. To investigate […]
There is an interesting company in China called MyTherapist. It is a digital marketplace platform for services. But instead of connecting consumers with drivers and restaurants, it connects them with therapists and life coaches. That is a really interesting idea and highlights how marketplace platforms are really still in their infancy. Marketplace platforms began with […]
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 […]
This is Part 1 in a three part series about Ant Group. And my basic argument is Ant is well positioned to disrupt and potentially revolutionize financial services. Part 2 is located here. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles: How Big Will Ant […]
Last week, I wrote about Epic Games and the potentially large disruption coming from gaming engines. That article is below. How Epic Games and Game Engines Are Disrupting Media / Entertainment. (Jeff’s Asia Tech Class – Daily Lesson / Update) And you have probably heard about the epic (pun intended) fight between Apple and Epic […]
This is Part 2 about Pinduoduo and the idea of interactive / engagement-driven ecommerce. In Part 1, I discussed a recent whitepaper with its authors Elliott Zaagman (co-host the China Tech Investor podcast and a research and communications professional focused on China) and Matthew Brennan (Managing Director of the China Channel.) Their whitepaper on […]
Ant Financial (now Ant Group) has filed for IPO and there are tons of cool insights in their filing document. I’ve already written about the overall strategy, which is basically 3 platform business models combined. Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update) In that article, […]
