An Intro to Soft Advantages: Bundling, Cross-Selling and Complements (Asia Tech Strategy – Daily Article)

Digital economics are just very strange. As soon as a service or business becomes infused with software and data technology, the economics start to change and strange things happen. Reproduction costs drop to zero. Stuff starts becoming free. Scalability increases dramatically and can be surprisingly cheap. And some old, obscure ideas in economics start to […]

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Two Big Questions About SenseTime and AI Software Business Models (Asia Tech Strategy – Podcast 114)

This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It’s a fascinating company for looking at the evolving business models of AI software. The two big questions are: What are the unit economics of large AI companies? What types of scale advantages and network effects do large […]

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