The 3 Effects of Network Effects. Plus So-Young’s Cool Marketplace. (Asia Tech Strategy – Podcast 67)

This week’s podcast is about network effects. And I argue they are actually three effects at the same time. Plus some stuff about So-Young’s marketplace for services. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The 3-4 types of effects with network effects are: NE Competitive Advantage Barrier to Entry Other Competitive […]

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Are Line and Naver Durable? Can They Survive and/or Thrive Between the Digital Giants? (Jeff’s Asia Tech Class – Daily Update)

Korean Naver corporation is a confusing digital company. It’s great and it’s messed up. That makes it an interesting target for investing. There is the possibility of seeing something that others are not. On one hand, it is the leading search engine in South Korea, with +75% market share. That is fantastic. This is the […]

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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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Can TikTok Be Copied? Innovators vs. Imitators. (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was a good article this week in Insead Knowledge by Jason Davis and Vikas Aggarwal. What I liked about it was the below question it posed: “…an innovator’s attempts to innovate by mobilising in-house knowledge can often end up benefitting rivals more than the innovator, particularly when rivals share and propagate knowledge among each […]

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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 […]