Ant Financial and the 3 Types of Network Effects (Asia Tech Strategy – Podcast 86)

This week’s podcast is about separating networks (an asset) from platforms (a business model) from network effects (a phenomenon). And the three standard types of network effects. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. I put networks into 3 types: Physical Networks Protocol Networks People Networks I put network effects into 3 […]

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JD Logistics vs. DHL in Smart, IOT Logistics (Asia Tech Strategy – Podcast 84)

This week’s podcast is about how “traditionally great” logistics businesses like DHL and ecommerce giants like JD Logistics are both doing major digital upgrades in logistics. It’s a big unknown but it all looks pretty attractive. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: JD Logistics and the Dream of […]

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Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Podcast 81)

This podcast is about the super cool economics of Adobe Inc. And how they capture the economics of digital by also building strong competitive moats. In Adobe’s case, it’s mostly network effects and bundling. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The digital economics terms cited are: Zero marginal production costs. […]

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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 […]

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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, […]

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