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 […]
Category Archives: Platform Types: Learning
Are Line and Naver Durable? Can They Survive and/or Thrive Between the Digital Giants? (Tech Strategy – Daily Update)
Korean Naver corporation is a confusing digital company. It’s great and it’s messed up. That makes it an interesting target for investing. There is the possibility of seeing something that others are not. On one hand, it is the leading search engine in South Korea, with +75% market share. That is fantastic. This is the […]
Introduction to Learning Platforms, Computer Vision and Megvii (Tech Strategy – Daily Article)
I have listed 5 types of platform business models: Marketplace and transaction platforms (e.g., Taobao, Meituan, Lazada) Innovation and audience-builder platforms (e.g., YouTube, TikTok, Android) Collaboration / coordination and standardization platforms (e.g., Slack, Microsoft Teams, Adobe) Payment platforms (e.g., MasterCard, Alipay) Learning platforms Here are examples of the first two. But I have not really […]