What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (Jeff’s Asia Tech Class – Podcast 61)

  This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Key question: What will drive Square’s growth? Common metrics for base rates: Sales growth Gross profitability (gross profits […]

What Ant Financial Tells Us About Square’s Future. (Jeff’s Asia Tech Class – Daily Update)

The market capitalization Square has exceed $100B, which makes it about 1/3 of what Ant Financial / Group was expected to list at (prior to delay). Both companies are using platform business models to invade and expand the payment and financial services space. Fortunately, Ant is further along this trajectory and offers some interesting insights […]

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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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The Rise of Alibaba and China’s Super-Platforms in 7 Slides (Pt 1 of 3)

Alibaba is confusing. The company just keeps getting bigger and more complicated. There is really nothing like it in other countries. For example, most e-commerce sites don’t own movie studios and soccer clubs. And now we are seeing the emergence of new retail, which is a dramatic change in Alibaba (and other Chinese e-commerce platforms). […]