How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)

I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. But we can also point to search engines, community sites and many others. How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152) The […]

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How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152)

This week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models – like YouTube, TikTok and maybe OnlyFans. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here […]

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Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)

This week’s podcast is about how generative AI is disrupting content creation. This is a major tech shift and a lot of big incumbents (such as Netflix and Disney) are going to be impacted. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the […]

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ChatGPT and the New Machine Human Interface (Tech Strategy – Podcast 146)

This week’s podcast is about the arrival of ChatGPT, which is stunning people everywhere with its content generation. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour. Here is the link to ChatGPT Here is the past article […]

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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 […]

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. […]

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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 […]

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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 […]