Baidu is Struggling in Content Creation, Push Feeds and the Attention Market (Pt 2 of 3) (Asia Tech Strategy – Daily Update)

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 […]

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Could iQiyi (IQ) Quickly Become a Great Business? (Asia Tech Strategy – Daily Update)

Baidu-controlled iQiyi (IQ) is one of the big leaders in video in China. And video is the most popular online activity in China’s massive market. That’s good. iQiyi also has powerful competitive advantages, similar to YouTube and Netflix combined. Overall, there is a lot to like about this company strategically. Its primary competitors Tudou and […]

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