I have long argued that there is an escalating “arms race” for online demand. There is an ever-increasing fight for the attention, engagement and spending of consumers. And to a lesser degree for the attention and engagement of other online user groups (merchants, content creators, developers, etc.). And this is a natural result of our […]
At the suggestion of a subscriber, I looked at Joy Spreader Interactive Technologies. It is a digital marketing company that rose on the back of China’s recent KOL / influencer frenzy. Joy Spreader itself is not that interesting of a company. And, to be blunt, there is very little I like about it from a […]
Kuaishou Technology went 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 were the combined numbers reported at IPO: 305M average DAUs, in their apps and mini-programs in China. 769M average MAUs, in their apps and mini-programs in […]
Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]
In this class, I talk about Shopee (ecommerce) and Garena (online gaming) in SE Asia – and the complementary platform businesses Sea Limited is building. You can listen here or at iTunes, Google Podcasts and Himalaya. The previous articles and books I cite are: Platform Revolution (book) This is part of Learning Goals: Level […]