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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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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Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (Asia Tech Strategy – Podcast 68)

This week’s podcast is about Roblox and the question of whether this media type will really take off. And I argue this is an interesting evolution of the audience-builder platform. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is my audience-builder platform.   Here is the article I mentioned: ByteDance vs. Kuaishou: […]

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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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