3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)

Network effects are the brass ring of the digital age. Companies and investors, especially venture capitalists, are actively reaching for them. And, like platform business models, they can have multiple important effects. Creating surprisingly durable competitive advantages is one of them. First some general comments and then I’ll go into three types of network effects. […]

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Why Digital Platforms Are So Powerful (Asia Tech Strategy – Daily Lesson / Update)

Strategy thinking has traditionally been focused on linear processes that create mostly tangible products and services. It’s a legacy of the industrial age when everything was mass production and assembly lines. Virtually every business model was a concentration of activities and assets to create value for one user group, which we call the customer. These […]

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6 Digital Superpowers (and Runners-Up) for 2021 (Asia Tech Strategy – Daily Update)

It’s easy to get lost in all the factors and phenomena emerging as digital and data technology transform industry after industry. As I have argued before, there are actually four things happening at once: Accelerating digital transformation and / or disruption. New digital tools and data technologies keep emerging. There’s big data and AI. There […]

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The Pros and Cons of Farfetch’s Global Luxury Marketplace (Jeff’s Asia Tech Class – Daily Update)

In my previous article on Farfetch, I asked the question of whether Alibaba or another Chinese company might buy the company – and at what price. And I did a brief introduction on Private Market Value (PMV). Which is basically a take-over price. Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia […]

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Oracle Is Saving TikTok From Itself

I like Bytedance. I think they make great apps. Super engaging. With fantastic user interfaces. They are one of the most innovative mobile app companies on the planet. But they suck at internationalization. Their attempt to become China’s first international digital  company has been a slow moving train wreck. Lots of us have been predicting […]