Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Daily Update)

Take-Away 1: Adobe Inc. is a good example of many of the strengths of traditional software economics. It has evolved and expanded over decades to become a full suite of creative tools. It is now trying to expand from creative tools to operating tools. Take-Away 2: However, purely digital companies need to protect their attractive […]

To access this post, you must log in as a member, purchase Subscriptions.

Baidu’s Search Engine Explained in 3 Slides (pt 1 of 3) (Asia Tech Strategy – Daily Update)

I like search engines. But they are very strange animals. They remind me of giraffes and ant eaters. Unique animals that you can’t really compare to anything else. But their competitive strength is really impressive. For example: Google Search is dominant globally, with +85% of the market. Bing and Yahoo are 2nd and 3rd globally, […]

To access this post, you must log in as a member, purchase Subscriptions.

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 […]

To access this post, you must log in as a member, purchase Subscriptions.

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 […]

To access this post, you must log in as a member, purchase Subscriptions.

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 […]

To access this post, you must log in as a member, purchase Subscriptions.