3 Ways Network Effects Suck (Jeff’s Asia Tech Class – Podcast 41)

In this class, I talk about network effects. And some of their strengths and weaknesses. You can listen here or at iTunes, Google Podcasts and Himalaya. This is part of Learning Goals: Level 7, with a focus on: #28: Network Effects Concepts for this class: Networks Effects NE: Critical Mass and Chicken-and-Egg NE: Interaction Failure […]

How the Coronavirus Quarantine Economy Is Supercharging Taobao Live & the China Digital Consumer Network (Jeff’s Asia Tech Class – Podcast 19)

In this class, I talk about how live-streaming and KOLs (especially Taobao Live) are activating the China Digital Consumer Network (CDCN). And how the quarantine economy is supercharging this. Correction. I mistakenly said Scott Gottlieb was former CDC head. I meant FDA.   You can listen here or at iTunes, Google Podcasts and Himalaya. China’s […]

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 […]

The Ruthless But Entertaining Fight to Become the “Fedex of China” (Part 1)

SF Express, YTO, and the other China express delivery majors have been racing to go public. Faced with shrinking profits and mounting competitive threats, the dream of being the “Fedex of China” is quickly morphing into an arms race in capital and capabilities. Here’s my take on what is going on and what to expect. […]