Can YouTube or Facebook Catch TikTok in Short Video? SMILE Marathons vs. the Spill-Over Effect. (Tech Strategy – Daily Article)

There was an interesting article in Insead Knowledge (Jason Davis and Vikas Aggarwal) about how innovation gets copied by imitators. I liked the question it posed: “In the game of digital innovation, imitators often outrace the original innovators…at the heart of this race is what we call the innovator’s imitation dilemma. This dilemma arises because […]

ANE Logistics and Network Effects in Physical Networks (2 of 3)(Asia Tech Strategy – Daily Lesson / Update)

Ok. Let me see if I can impress you today. In Part 1, I wrote about ANE Logistics, an interesting Chinese company. But I really wanted to make a few points about the nature of logistics and physical networks: There is a difference between networks, platform business models and network effects. Physical networks are different […]

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

7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Asia Tech Strategy – Podcast 107)

This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]

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

4 Reasons Why Didi and Ctrip Should Merge (Asia Tech Strategy – Podcast 95)

This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China. You can listen to this podcast here or at iTunes and Google Podcasts. You can sign-up for my webinar next week on health tech at: Jeff’s Health Tech Update: What Matters Now – and What Doesn’t. Tickets, Thu, Aug […]

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