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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Category Archives: Willingness to Pay and Consumer Surplus

Tencent Buys Sogou. Plus More Digital and Information Economics (Jeff’s Asia Tech Class – Podcast 42)

In this class, I talk Tencent’s recent purchase of Sogou. And go through more digital and information economics. You can listen here or at iTunes, Google Podcasts and Himalaya. This is part of Learning Goals: Level 7, with a focus on: #29: Digital and Information Economics II Related podcasts and articles: Review: The Sexy But […]

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Why Did Ofo Fail? What Should They Have Done? (Jeff’s Asia Tech Class – Podcast 8)

In this class, we discuss Chinese bike-sharing company Ofo. And their spectacular rise and fall. You can listen here or at iTunes here. The exercise for this class is: What should Ofo have done? 1) Partner with a major digital platform ASAP. No matter what it takes. 2) Copy Hellobike. Avoid the competition. Go to […]

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Categories

  • 4 Terrains and Strategies (BCG): Predictable vs. Malleable
  • 7 Powers
  • 9 Questions
  • 99
  • AB-Inbev
  • Access vs. Owner Businesses
  • Activist Investing (Ques 5)
  • Adaptation and Resilience
  • Adobe Inc.
  • AI – Cheap Prediction
  • Airbnb
  • Alibaba
  • Alibaba Cloud
  • Alibaba Global Leadership Academy
  • Alibaba Health
  • Alibaba Pictures
  • AliExpress
  • Amazon
  • Android
  • Ane Logistics
  • Ant Group / Ant Financial / Alipay
  • Apple
  • Arms Race for Consumer Attention and Retention
  • Artificial Intelligence
  • AT&T
  • Audius
  • Auto
  • B2B Customer View: Necessary vs. Critical vs. Strategic
  • B2C Customer View: Shareability
  • Baidu
  • Baidu Cloud
  • Baozun
  • Bargaining Power with Suppliers / Purchasing Economies
  • Barriers to Entry and Soft Advantages
  • Belle
  • Ben Graham
  • Bic
  • Bilibili
  • Bitcoin
  • Blockchain
  • Bluegogo
  • Boss Zhipin / Kanzhun
  • Bundling, Subscriptions and Cross-Selling
  • ByteDance
  • Cainiao
  • Capacity to Suffer
  • Carl Icahn / Icahn Enterprises
  • Carlsberg Beer
  • Catalysts (Ques 5)
  • Central Group
  • Cheah Cheng Hye / Value Partners
  • China
  • China Digital Consumer Network
  • China Literature
  • Cloud Services
  • Cocos
  • Coinbase
  • Combinatorial Innovation
  • Common Pricing Strategies
  • Community Group Buying
  • Company Quality, Industry, and Terrain (Ques 1-2)
  • Competitive Advantage
  • Competitive Fortress
  • Complementary Platforms
  • Complements
  • Complicated Network Effects
  • Compounding
  • Computer Vision
  • Concepts
  • Confluent
  • Connectedness Interoperability and Collaboration Based Business Models
  • Coordination and Transaction Costs
  • Core Competency
  • Cost of Capital and Hurdle Rates
  • Cost, Timing and/or Difficulty of Entry
  • Costco
  • Counter-Positioning
  • Coupang
  • Ctrip
  • DAOs / Web 3.0
  • Data Ecosystems
  • Data Intelligence
  • Data Network Effect vs. Data Advantage
  • Delivery Hero / Foodpanda
  • Demand Purification
  • DHL
  • Didi
  • Differentiated Technology
  • Digital and Information Economics
  • Digital Competition Pyramid
  • Digital Operating Basics
  • Digital Playbook – Standard
  • Digital Superpower: Dramatically Improve the User Experience
  • Digital Superpower: Enable a Platform
  • Digital Superpower: Network Effects
  • Digital Superpower: Other Competitive Advantage
  • Digital Superpower: Scalability
  • Digital Superpower: Virality
  • Digital Superpowers
  • Digital Valuation
  • Digital-Physical Hybrids
  • Digitized Operations
  • Dingdong
  • DingTalk
  • Direct Network Effects
  • Dirty Tricks
  • Discount Rates
  • Discounted Cash Flow
  • Disney
  • Distribution Network Density
  • DJI
  • Dominant Design and Architectural vs. Component Innovation
  • ecommerce
  • Ecommerce: Interactive and Engagement-Focused
  • Ecommerce: Specialty
  • Economies of Scale and Scope
  • Ecosystem Orchestrator CF2
  • Ecosystems vs. Platforms
  • Education
  • Electronic Arts
  • Engagement and Spending
  • Engagement Products vs. Margin Products
  • Enterprise B2B
  • Epic Games
  • Ethereum
  • Etsy
  • External vs. Internal View
  • Facebook
  • Farfetch
  • Fashion
  • Fastscaling vs. Blizscaling
  • Fedex
  • Financial Services
  • First Mover Advantages and Disadvantages
  • Five Forces
  • Fiverr
  • Fixed Costs
  • Fliggy
  • Foxconn
  • Franchised Networks
  • Free Trial Period Content
  • Full Truck Alliance
  • Gaming and Game Engines
  • Geographic Density
  • Giant
  • Giants Dwarves and the State
  • Google
  • Google Maps
  • GoTo Gojek Tokopedia
  • Government Advantages
  • Grab
  • Gree
  • Growth Hacks
  • Growth Plus Sales
  • Growth ROIC / RONIC and Value
  • Growth: Core vs. Adjacency
  • Haier
  • HarmonyOS
  • Healthcare
  • Hello Bike
  • HeyTea
  • Hierarchies of Control
  • Hillhouse Capital / Zhang Lei
  • HiSilicon
  • HTC
  • Huawei
  • Huya
  • iflytek
  • Increasing Returns to Tech Adoption
  • Indirect Network Effects
  • Indonesia
  • Influencers and KOLs
  • Innovation
  • Input Cost and Constraints
  • Insta360 / Arashi Vision
  • Integrated Bundles
  • Intelligent Logistics IoT Network
  • Intersport
  • Intime
  • Introverts
  • iQiyi
  • Irrational Competition
  • JD
  • JD Central Thailand
  • JD Health
  • JD Logistics
  • Jingxi
  • Jobs To Be Done
  • Jorge Lemann / 3G Capital
  • Joy Spreader
  • Juhuasuan
  • KE Holdings / Beike / Lianjia
  • Keith Meister / Corvex
  • KFC / Yum!
  • Kingsoft Cloud
  • Kroger
  • Kuaishou
  • LAIX Liulishuo
  • Lazada
  • Leadership and Management
  • Learning Advantages and Process Advantage
  • Learning Effects and Learning Curve
  • Learning Goals
  • Linked Businesses
  • Live Streaming
  • Local Network Effects
  • Location or Transportation Cost Advantage
  • Logistics
  • Luckin Coffee
  • Luxury
  • Management Track Record and Incentives
  • Margin of Safety (Ques 3)
  • Mario Gabelli / GAMCO
  • Masayoshi Son / SoftBank Group
  • McDonalds
  • McKinsey & Co
  • Medallia
  • Megvii
  • Meitu
  • Meituan
  • Member Content
  • Metaverse
  • Metcalfe's Idea
  • Mini Programs
  • Mini-Programs
  • Minimum Efficient Scale
  • Mismatched and/or Crippled Scale
  • Mobike
  • Money Wars
  • Monster Energy
  • Motorola
  • Multihoming
  • Naver Corp / Line Messenger
  • NBA
  • Nebraska Furniture Mart
  • NetEase
  • Netflix
  • Network Effect: Critical Mass and Chicken and Egg
  • Network Effect: Interaction Failure at Scale
  • Network Effect: Leaky Bucket and Multihoming
  • Network Effects
  • Network Effects
  • Networks vs. Platforms vs. Network Effects
  • Neverending Personalization and User Improvements
  • New Manufacturing
  • New Oriental Education
  • New Retail
  • Nike
  • Nio
  • Non-Rivalry and Zero Marginal Production Costs
  • Nubank
  • Ofo
  • OMO Platforms
  • One Hour China
  • Online Gaming
  • Online Merge Offline (OMO)
  • Open Source
  • Operating Leverage
  • Oriental Trading Co
  • Oxford Health
  • Ozon Holdings
  • Pacific Prime
  • Path Dependency
  • People Culture and Teams
  • Perfect Diary / Yatsen
  • Personalization at Scale
  • Philip Fisher
  • Physical Networks
  • Pinduoduo
  • Ping An
  • Ping An Good Doctor
  • Pizza Hut / Yum!
  • Platform Types: Audience Builders
  • Platform Types: Coordination, Collaboration and Standardization
  • Platform Types: Innovation
  • Platform Types: Learning
  • Platform Types: Market Networks
  • Platform Types: Marketplaces for Products and Services
  • Platform Types: Payment
  • Platform-Protocol Hybrids / Web 3.0
  • Platforms vs. Pipelines
  • Pop Mart
  • Price Discrimination
  • Pricing and Switching Costs
  • Prince Alwaleed and Kingdom Holding
  • Private Market Value (PMV)
  • Proprietary Technology
  • Protocol Networks
  • Public Copy of Membership Content
  • Purchasing Economies
  • Qumei
  • Real Estate
  • Red Hat
  • Regression to the Mean / Base Rates
  • Resources Based Competition
  • Retail
  • Revenue Scale and Growth
  • Reverse Network Effects
  • Roblox
  • Role of the State
  • Ruhnn Holding
  • S-Curves for Tech Performance vs. Tech Diffusion
  • Sanborn Map Company
  • Scale Advantages and Disadvantages
  • Scale Disadvantages
  • Scarce Resource
  • Sea Limited / Garena / Shopee / SeaMoney
  • Search Engines
  • Searching Costs
  • Secoo
  • SenseTime
  • Services
  • Seth Klarman / Baupost
  • SF Express
  • SFX
  • Share of the Consumer Mind
  • Shein
  • Six Levels of Digital Competition
  • Skillz
  • Smartphones
  • SMILE Marathon
  • SMILE Marathon: Ecosystem Orchestration and Management
  • SMILE Marathon: Machine Learning, AI Factories and Zero-Human Operations
  • SMILE Marathon: Rate of Learning
  • SMILE Marathon: Scale, Scope, Efficiency and Effectiveness
  • SMILE Marathon: Sustained Innovation
  • Snowflake
  • So-Young International
  • Social Capital
  • Social Media
  • Sogou
  • Southeast Asia
  • Southwest Airlines
  • Speaking
  • Specialty
  • Spotify
  • Square
  • Standardization and Interoperability Network Effects
  • Starbucks
  • Stone Company
  • Substitutes
  • Sun Art Retail
  • Suning
  • Suntech
  • Supply Demand Imbalance
  • Surplus Margin Leader
  • Sustainable Cash Engine that Scales
  • Switching Costs
  • Taco Bell / Yum!
  • Tal Education
  • Taobao Education
  • Tencent
  • Tesla
  • Thailand
  • The Power of Cheap and Free
  • Theory of the Firm
  • Thomas Russo
  • Threat of New Entrants
  • Tiktok / Douyin
  • Tmall / Taobao
  • Tokens / Web 3.0
  • Topsport
  • Toutiao
  • Turn-Arounds (Ques 4)
  • Tuya
  • Uber
  • Uncategorized
  • Uncertainty Investing Approaches
  • Uniswap
  • Unity
  • Valuation (Question 3)
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
  • Versioning and Pricing
  • Vipshop
  • Vulcan Materials
  • Wabco
  • Walmart
  • Warren Buffett / Berkshire Hathaway
  • Waterdrop Insurance
  • Waze
  • Web 3.0
  • WeChat
  • Who is Selling and Why? (Question 4)
  • Willingness to Pay and Consumer Surplus
  • Word of Mouth and Virality
  • Worst Case Scenario (Question 9)
  • Writing
  • Xiaomi
  • Xunxi
  • Yiren Digital
  • Youku Tudou
  • YTO
  • Zhaopin
  • Zhihu
  • ZhongAn Insurance
  • Zoom
  • ZTO

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    • Photos
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    • My Courses
    • Moats and Marathons Books
    • 1 Hour China Books
    • Articles
    • Forums
    • How to Write a #1 Biz Book
    • Alwaleed, Khaled and Mohammed Book
  • My Account