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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Ruhnn Holding’s 3 Strategy Lessons for Digital Asia (Jeff’s Asia Tech Class – Daily Update)

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 […]

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The Arms Race for Attention, Engagement and Spending (Jeff’s Asia Tech Class – Daily Lesson / Update)

In this week’s podcast (Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (Podcast 29)), I teed up the idea of an escalating “arms race” for demand online. I argued that there is an increasing fight for the attention, engagement and spending of consumers. And that this is a natural result of […]

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