Tencent’s China Literature Biz, UGC as IP, and a Really Clever Audience Builder (Daily Update – Jeff’s Asia Tech Class)

This past week, I’ve been talking about TikTok and Alibaba’s Tudou-Youku as examples of “audience builder” digital platforms. These are +2 sided platform that connect content creators (who want an audience and other things) with viewers (who want entertainment or other types of content.) And I’ve argued that audience builders are actually more fluid and […]

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My Alibaba “E-Commerce + Entertainment + KOL / Influencer + Social Media” Super Chart (Daily Lesson – Jeff’s Asia Tech Class)

In Podcast 19 (How the Coronavirus Quarantine Economy Is Supercharging Taobao Live), I went into how social media and KOLs / Influencers are really important in Chinese e-commerce. And that live streaming is currently the white hot center of this, especially because of coronovirus. And I have one sort of super chart that summarizes all […]

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Alibaba’s Youku Tudou and an Intro to Audience Builder Platforms (Daily Lesson – Jeff’s Asia Tech Class)

In Podcast 19 – How the Coronavirus Quarantine Economy Is Supercharging Taobao Live), I went into how social media and KOLs / Influencers are so important in China e-commerce. And live streaming is currently the big topic within this. In today’s update / lesson, I’m going to give you one super chart that sort of […]

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Alibaba, Complementary Platforms and Why Dinosaur Packs Are Scary (Daily Update – Jeff’s Asia Tech Class)

I consider digital platforms the super predators of the business world. They are like that Indominus Rex dinosaur in the movie Jurassic World that is part T-Rex and part velociraptor (photo here). And when it breaks free (which always happens in those movies), it runs around eating everything on the island. Because it is the […]

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Alibaba and How To Cheat in Innovation Marathons (Daily Update – Jeff’s Asia Tech Class)

In previous Daily Updates, I presented 4 slides that showed the evolution of Alibaba as a powerful marketplace platform. A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class) Alibaba and the Power of Externalizing Capabilities (Daily Update – Jeff’s Asia Tech Class) In the first one, I argued […]

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Alibaba and the Power of Externalizing Capabilities (Daily Update – Jeff’s Asia Tech Class)

Happy Friday, One final concept for the end of the week. And that is externalizing capabilities, which builds on yesterday’s 3 Slide Summary of Alibaba and Marketplace Platform Strategy. In the 3 Slide Summary, I presented a visual model for thinking about marketplace platforms. And I said in the early phases, there are three strategic […]

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A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class)

Hi, I’ve been building out visual models of platform businesses for like 4 years. From Alibaba and JD to Google and MasterCard. The goal is to visually show the key interactions and sources of competitive strength. For simple marketplace platforms, like EBay, my pictures are pretty simple. But for companies like Alibaba and JD, they […]

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How Huawei Is Turning Smart Cities Into Operating Systems (1 of 2)

I keep an eye out for digital phenomena where China / Asia is on the frontier. We’ve seen this sort of digital leadership in mobile apps, mobile payments and e-commerce. And after meeting with head of smart cities at Huawei, I am convinced we are seeing the same phenomenon in smart cities. Below is my […]