Ant Financial and the “Sustained Innovation Trap” of Network Effects (Jeff’s Asia Tech Class – Daily Lesson / Update)

In Podcast 41, I talked about 3 ways network effects suck. They do have some major problems. And these are not discussed as much as their benefits. This will also tee up my third talk on Ant Financial, a company that is mostly about platforms and network effects.This is About Cycles and Feedback LoopsHoward Marks, […]

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Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG’s Martin Reeves. (2 of 3) (Jeff’s Asia Tech Class – Podcast 48)

  This is Part 2 in a three part series about Alibaba and Ant Group. The focus was on Alibaba’s ability to continually adapt to new markets, consumer behaviors, technologies and opportunities. The idea of adaptability and innovation are increasingly discussed as key competitive abilities. Part 1 is here. To investigate that, I spoke with […]

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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Alibaba and How To Cheat in Innovation Marathons (Daily Update – Jeff’s Asia Tech Class)

In previous Daily Updates, I presented 4 slides that showed the evolution of Alibaba as a powerful marketplace platform. A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class) Alibaba and the Power of Externalizing Capabilities (Daily Update – Jeff’s Asia Tech Class) In the first one, I argued […]

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