3 Questions About the Challenging Future of Full Truck Alliance (Asia Tech Strategy – Daily Lesson / Update)

In Podcast 89 (Truck Alliance’s Fight for Complicated Network Effects), I laid out some of the basic information about the company – and why it is a “next level” marketplace. If selling books was simple ecommerce and selling groceries was advanced, then Didi is simple mobility and Truck Alliance is advanced. It’s just a much […]

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Truck Alliance’s Fight to Build Complicated Network Effects (Asia Tech Strategy – Podcast 89)

This week’s podcast is about Full Truck Alliance, a B2B marketplace platform for freight and cargo. There are a lot of lessons on the difficulties and complexities of matching, pricing and network effects for more complicated services. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Questions for simple network effects: Local vs. regional […]

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Why Didi Is Dominant But Still Unprofitable (Asia Tech Strategy – Podcast 87)

This week’s podcast is about Didi’s upcoming IPO. They have released their numbers and it shows market dominance but operating losses. This is my explanation for what is happening. And what their strategic plan means. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the key paragraph from Didi’s IPO filing: […]

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Can Hello Bike Become a Mini Didi? A Mini Meituan? (Asia Tech Strategy – Daily Update)

Take-Away 1: Hello bike-sharing is a marginally profitable, small services business. Its recent shift to ebikes (and subscriptions) is increasing its revenue and making it more defendable. But it is also changing the economics. Take-Away 2: Hello is trying to build a platform business model on its large user base. A marketplace for mobility (like […]

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Lianjia and Beike’s Big Platform Play in Chinese Real Estate (Asia Tech Strategy – Daily Update)

One of the big digital China IPOs of 2020 was KE Holdings. Which does business under the brand names Lianjia and Beike. Lianjia, founded in 2001, is one of the biggest residential real estate brokerages in China. In 2019, it had +6,000 locations across China and +120,000 real estate brokers. In 2019, they completed 2.2M […]

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Fiverr and the Classic Marketplace Platform Playbook (Asia Tech Strategy – Podcast 74)

This week’s podcast is Fiverr and their classic approach to building a marketplace platform (for freelance services). I don’t go into it too much but I thought it was a good example of a common playbook for venture capital-backed early stage companies. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Andreesen Horowitz […]

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The 3 Effects of Network Effects. Plus So-Young’s Cool Marketplace. (Asia Tech Strategy – Podcast 67)

This week’s podcast is about network effects. And I argue they are actually three effects at the same time. Plus some stuff about So-Young’s marketplace for services. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The 3-4 types of effects with network effects are: NE Competitive Advantage Barrier to Entry Other Competitive […]

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