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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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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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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