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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7 Reasons Digital Platforms Fail (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was a great article by the Boston Consulting Group. Some really well-thought out points. Here are some excerpts. I have added the bold and highlights. “The traditional model of the integrated firm with its hierarchical supply chain is increasingly being replaced by business ecosystems, dynamic groups of largely independent partners that work together to […]

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Jeff’s 6 Digital Superpowers (Jeff’s Asia Tech Class – Daily Lesson / Update)

I have been giving you lots of frameworks and concepts. And after a while, it can all get kind of confusing. Is this new software critical for my business? Is this new business model going to seriously impact our industry? Is this like Amazon disrupting retail? Is this more like Mobike, which was nice but […]

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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