Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Podcast 81)

This podcast is about the super cool economics of Adobe Inc. And how they capture the economics of digital by also building strong competitive moats. In Adobe’s case, it’s mostly network effects and bundling. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The digital economics terms cited are: Zero marginal production costs. […]

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Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Daily Update)

Take-Away 1: Adobe Inc. is a good example of many of the strengths of traditional software economics. It has evolved and expanded over decades to become a full suite of creative tools. It is now trying to expand from creative tools to operating tools. Take-Away 2: However, purely digital companies need to protect their attractive […]

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Digital Economics II: Why Pricing Is Getting Both Complicated and Critical. (Jeff’s Asia Tech Class – Podcast 53)

  This podcast is more about the strange but important economics of digital. And on pricing, in particular. It is becoming increasingly complicated with bundling, switching costs and platform business models. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles: Review: The Sexy But Dangerous Economics […]

Alibaba Launches a Horizontal Attack on Education; Mutual Aid Finally Cracks Digital Health (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was a fascinating announcement from Alibaba. From CX Tech: “E-Commerce Giant Taobao Steps Into China’s Online Education Market” “Taobao, an e-commerce platform owned by Alibaba, is seeking to penetrate China’s already crowded online tutoring market with a massive plan aimed at connecting more than 1,000 online education service providers with 100 million new students […]

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How Should Education Companies Like New Oriental Respond to AI Digital Natives Like LAIX? (Jeff’s Asia Tech Class – Podcast 35)

In this class, I go into the how digital native education companies like LAIX are challenging traditional companies like New Oriental. You can listen here or at iTunes, Google Podcasts and Himalaya. Which of the 6 Digital Superpowers does LAIX have? If any. Dramatically transform the user experience Enable a platform business model Network effects […]