Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (Asia Tech Strategy – Podcast 69)

This week’s podcast is about revenue scale and operating leverage in traditional companies vs. software vs. AI. And these things can be really different. Especially software vs. AI. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here are the three factors I mentioned that interact for operating leverage: Revenue Operating profits Economic […]

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Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia Tech Class – Daily Update)

Luxury marketplace platform Farfetch has had a long courtship with JD, Alibaba and Chinese consumers. In the next update, I’ll go into my thoughts on Farfetch as a stand-alone company (basically, not good). But the more interesting questions for investors are: Is Farfetch going to get bought? What is the private market value to Chinese […]

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