Fiverr and the Classic Marketplace Platform Playbook (Asia Tech Strategy – Podcast 74)

This week’s podcast is Fiverr and their classic approach to building a marketplace platform (for freelance services). I don’t go into it too much but I thought it was a good example of a common playbook for venture capital-backed early stage companies. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Andreesen Horowitz […]

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Could iQiyi (IQ) Quickly Become a Great Business? (Asia Tech Strategy – Daily Update)

Baidu-controlled iQiyi (IQ) is one of the big leaders in video in China. And video is the most popular online activity in China’s massive market. That’s good. iQiyi also has powerful competitive advantages, similar to YouTube and Netflix combined. Overall, there is a lot to like about this company strategically. Its primary competitors Tudou and […]

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How Coupang Is Building a Competitive Fortress in South Korea (Asia Tech Strategy – Podcast 70)

This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The advantages for Coupang I mentioned are: Production Cost Advantage: Location […]

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Great Strategy But Difficult Climbing at ZhongAn Online Insurance (Asia Tech Strategy – Daily Update)

Online insurance company ZhongAn was the first mover in “digital meets insurance” in China. A strategy Ant Financial would later refer to in its IPO filing as “InsureTech”. And in both the ZhongAn and Ant cases, we saw: An awesome digital strategy and vision in a very big market. Limited traction after years of effort. […]

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Monster Energy (MNST) and How Share of the Consumer Mind Reinforces Scale Economies (Asia Tech Strategy – Daily Update)

Last week, I wrote about how mindless behavior, chemistry and habits can be demand-side competitive advantages, which I put under the catch-all title of “share of the consumer mind’. It’s a Warren Buffett term and one of the concepts in the Concept Library. I described demand-side (or revenue-side) competitive advantages this way: “…competitive advantages on […]

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Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)

I have talked a lot about competitive advantages on the demand side (sometimes called revenue advantages). These are structural advantages that enable premium pricing, repeat purchases, higher ROIC and / or stable marketshare over longer periods of time. For example, I have spoken a lot on the podcast about switching costs. That is really my […]

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