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 […]

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

3 Lessons in AI/ Machine Learning from Artefact (Tech Strategy – Daily Article)

I had a good interview with Arthur du Passage and Edouard de Mezerac of Artefact, a data consulting and digital marketing company. And I thought they had a really good vantage point for how AI / ML is being used on the ground in China. I’ve summarized my 3 take-aways from our discussion. An Introduction […]

Great Strategy But Difficult Climbing at ZhongAn Online Insurance (Asia Tech Strategy – Daily Update)

Online insurance company ZhongAn was the first mover in “digital meets insurance” in China. A strategy Ant Financial would later refer to in its IPO filing as “InsureTech”. And in both the ZhongAn and Ant cases, we saw: An awesome digital strategy and vision in a very big market. Limited traction after years of effort. […]

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

Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (Asia Tech Strategy – Podcast 69)

This week’s podcast is about revenue scale and operating leverage in traditional companies vs. software vs. AI. And these things can be really different. Especially software vs. AI. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are the three factors I mentioned that interact for operating leverage: Revenue Operating profits Economic […]

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

Introduction to Learning Platforms, Computer Vision and Megvii (Tech Strategy – Daily Article)

I have listed 5 types of platform business models: Marketplace and transaction platforms (e.g., Taobao, Meituan, Lazada) Innovation and audience-builder platforms (e.g., YouTube, TikTok, Android) Collaboration / coordination and standardization platforms (e.g., Slack, Microsoft Teams, Adobe) Payment platforms (e.g., MasterCard, Alipay) Learning platforms Here are examples of the first two. But I have not really […]