4 Strategy Lessons from the Spectacular Rise of Sea / Shopee / Garena (Jeff’s Asia Tech Class – Daily Update)

Singapore-based Sea Limited, which runs Garena, Shopee and AirPay, is one of the biggest tech investment stories of 2020. In the first quarter of 2020, the company was trading in the $40 price range. It is now around $180, with a market capitalization approaching $100B. It has been a rocketship for investors this year. But […]

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Covid-19 Drives Live Streaming. But Private Traffic Pools Are the Solution. (Daily Lesson – Jeff’s Asia Tech Class)

Much of our discussion about digital platforms (Alibaba, Tencent, etc.) has been about their business models. And all their strengths, which are formidable. But I haven’t talked much about the experiences of the user groups on these platforms. What does this mean for merchants and brands selling on Alibaba? For restaurants on Meituan? For content […]

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TikTok vs. Spotify vs. Tencent China Literature: Which is More Powerful? (Daily Lesson – Jeff’s Asia Tech Class)

Learning Goals #12 is the “Basics of Tiktok / Douyin and Audience-Builder Platforms”. And as part of this, I’ve been introducing companies that are based on audience builder platforms. These include Tiktok and China Literature Ltd (owned by Tencent), which were discussed in: What Is the Secret of TikTok / Douyin’s Success? (Jeff’s Asia Tech […]

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Tencent’s China Literature Biz, UGC as IP, and a Really Clever Audience Builder (Daily Update – Jeff’s Asia Tech Class)

This past week, I’ve been talking about TikTok and Alibaba’s Tudou-Youku as examples of “audience builder” digital platforms. These are +2 sided platform that connect content creators (who want an audience and other things) with viewers (who want entertainment or other types of content.) And I’ve argued that audience builders are actually more fluid and […]

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My Alibaba “E-Commerce + Entertainment + KOL / Influencer + Social Media” Super Chart (Daily Lesson – Jeff’s Asia Tech Class)

In Podcast 19 (How the Coronavirus Quarantine Economy Is Supercharging Taobao Live), I went into how social media and KOLs / Influencers are really important in Chinese e-commerce. And that live streaming is currently the white hot center of this, especially because of coronovirus. And I have one sort of super chart that summarizes all […]

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Alibaba’s Youku Tudou and an Intro to Audience Builder Platforms (Daily Lesson – Jeff’s Asia Tech Class)

In Podcast 19 – How the Coronavirus Quarantine Economy Is Supercharging Taobao Live), I went into how social media and KOLs / Influencers are so important in China e-commerce. And live streaming is currently the big topic within this. In today’s update / lesson, I’m going to give you one super chart that sort of […]

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Alibaba, Complementary Platforms and Why Dinosaur Packs Are Scary (Daily Update – Jeff’s Asia Tech Class)

I consider digital platforms the super predators of the business world. They are like that Indominus Rex dinosaur in the movie Jurassic World that is part T-Rex and part velociraptor (photo here). And when it breaks free (which always happens in those movies), it runs around eating everything on the island. Because it is the […]

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