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 (Asia Tech Strategy – Daily Update)

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 […]

3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (2 of 2)

This is a follow-up to my article on conversational AI with He Xiaodong at JD (article here, podcast here). I also spoke with Tao Mei, who is Vice President of Cloud & AI – and Technical support Vice President of JD. We talked about how AI was being used in fashion, which is a fascinating […]