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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Why Asia and Meituan Are Better At Food Delivery, Tencent’s Awesome Financials (Daily Lesson – Jeff’s Asia Tech Class)

Two topics for Today’s Update / Lesson. Tencent Quarterly Results Are Awesome, Yet Again It’s almost boring how these digital giants keep putting up fantastic numbers. Numbers that any other business would dream of. Most businesses are long, hard slogs where you struggle and struggle. Margins are usually small. And growth is difficult and expensive. […]

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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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Alibaba and How To Cheat in Innovation Marathons (Daily Update – Jeff’s Asia Tech Class)

In previous Daily Updates, I presented 4 slides that showed the evolution of Alibaba as a powerful marketplace platform. A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class) Alibaba and the Power of Externalizing Capabilities (Daily Update – Jeff’s Asia Tech Class) In the first one, I argued […]

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Alibaba and the Power of Externalizing Capabilities (Daily Update – Jeff’s Asia Tech Class)

Happy Friday, One final concept for the end of the week. And that is externalizing capabilities, which builds on yesterday’s 3 Slide Summary of Alibaba and Marketplace Platform Strategy. In the 3 Slide Summary, I presented a visual model for thinking about marketplace platforms. And I said in the early phases, there are three strategic […]

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A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class)

Hi, I’ve been building out visual models of platform businesses for like 4 years. From Alibaba and JD to Google and MasterCard. The goal is to visually show the key interactions and sources of competitive strength. For simple marketplace platforms, like EBay, my pictures are pretty simple. But for companies like Alibaba and JD, they […]

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How Huawei Is Turning Smart Cities Into Operating Systems (1 of 2)

I keep an eye out for digital phenomena where China / Asia is on the frontier. We’ve seen this sort of digital leadership in mobile apps, mobile payments and e-commerce. And after meeting with head of smart cities at Huawei, I am convinced we are seeing the same phenomenon in smart cities. Below is my […]