An Intro to Zhihu (ZH), the Small Giant of Learning Platforms (Asia Tech Strategy – Daily Update)

I recently wrote about Baidu as an example of learning platforms (one of my five platform types). Located here, I said: “My definition for learning platforms has 4 key points: The primary purpose of the platform is to enable interactions between user groups within a greater ecosystem. It is, first and foremost, a platform business […]

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Baidu Is Externalizing and Exploiting AI. But It’s All About Cloud. (Pt 3 of 3) (Asia Tech Strategy – Daily Update)

In Part 1 and Part 2, I laid out Baidu’s core search engine and some of the complexities that have evolved in search over time. I have three strategy questions for Baidu going forward: How competitive will a stand-alone search engine be against China’s larger digital giants over time? Can Baidu create a second large […]

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Baidu is Struggling in Content Creation, Push Feeds and the Attention Market (Pt 2 of 3) (Asia Tech Strategy – Daily Update)

In Part 1, I laid out some basic theory for Baidu and search engines. I think it was a pretty solid picture for Baidu circa 2010. But strange things have been happening since then. Baidu has moved into entertainment, services (for a while), content creation and self-driving cars. I’m not sure if these were strategic […]

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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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Fiverr and the Classic Marketplace Platform Playbook (Asia Tech Strategy – Podcast 74)

This week’s podcast is Fiverr and their classic approach to building a marketplace platform (for freelance services). I don’t go into it too much but I thought it was a good example of a common playbook for venture capital-backed early stage companies. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Andreesen Horowitz […]

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Could iQiyi (IQ) Quickly Become a Great Business? (Asia Tech Strategy – Daily Update)

Baidu-controlled iQiyi (IQ) is one of the big leaders in video in China. And video is the most popular online activity in China’s massive market. That’s good. iQiyi also has powerful competitive advantages, similar to YouTube and Netflix combined. Overall, there is a lot to like about this company strategically. Its primary competitors Tudou and […]

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Can Huawei’s HarmonyOS Break Android’s Monopoly? (Asia Tech Strategy – Podcast 73)

This week’s podcast is about Huawei’s big operating system initiative. It’s the first serious challenge to Android’s global dominance. And how to break-in with a new ecosystem is a fascinating question. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Types of platforms: Marketplace Platforms Payment Platforms Innovation and Audience-Builder Platforms Coordination, Collaboration […]

Huawei vs. the Android-iOS Duopoly: My Interview with Huawei Consumer Products. (Asia Tech Strategy – Daily Update)

Huawei is “all in” on building a third mobile operating system and ecosystem. This is the first major challenge to the Android-Apple iOS duopoly in almost a decade. And as iOS is a closed system, it is really about Huawei taking on globally dominant, open source Android. It’s a big deal. I recently spoke with […]

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