Steam, Garena and Specialty Gaming Business Models (Tech Strategy – Podcast 137)

This week’s podcast is about Steam and Garena, which are good examples of successful specialty gaming business models. These are niche businesses that have thrived in the shadow of the giants. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my criteria for specialty ecommerce businesses. Is the company sufficiently differentiated in […]

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Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (Tech Strategy – Podcast 132)

This week’s podcast is about Walgreens and Ping An Good Doctor. Both are using digital tools to create entirely new business models in healthcare. And both look like they have real strengths, if successful. I also mention CVS health. You can listen to this podcast here or at iTunes and Google Podcasts. Here are the Ping An […]

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Get Ready for Alipay+ and Ant Group 2.0 (Tech Strategy – Podcast 129)

This week’s podcast is about Alipay+, which is Ant’s new international payment initiative. But it is also about the return of Ant Group after 2 years in restructuring. I call that Ant 2.0. You can listen to this podcast here or at iTunes and Google Podcasts. ——– Related articles: Ant Financial Is 3 Platform Business Models Combined. (Jeff’s […]

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Ant’s Newly Launched Alipay+ Is Outstanding Platform Strategy (1 of 2)(Tech Strategy – Daily Article)

A few years ago, I wrote about how Alibaba.com was launching an ambitious global platform strategy around B2B cross-border transactions. Alibaba.com was attempting to build a marketplace platform that digitized and democratized global trade. It was a sweeping vision. Basically, they were creating digital tools and connections that enabled SMEs to buy and sell products […]

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Audience Builder Platforms Are Really Powerful. So Why is Baidu Selling iQiyi? (Tech Strategy – Daily Article)

I’ve talked a lot about why KOLs and influencers are so important in a connected world. Live streaming and short video are currently the big focus of influencers, but this is a much larger phenomenon. So why is Baidu is selling iQiyi, China’s #2 video streaming platform? Consumers Are Networks It begins with this simple […]

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GoTo Is Going for an “Ultimate B2C Marketplace” in Indonesia. But Alibaba Couldn’t Do It in China. (1 of 2)(Tech Strategy – Daily Article)

The recently merged Gojek and Tokopedia (i.e., GoTo) has gone public in Indonesia. And I finally got a look at their filings (thanks to a subscriber who sent me a translated copy). GoTo is basically what you would expect. It’s a marketplace platform for local services (i.e., Gojek) combined with a marketplace for products (i.e., […]