Facebook Is the Wild Card of Asia Ecommerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. The memo had some really big implications. It looks like the first move in a strategy to turn Facebook into a much larger and more powerful company. And it mostly seems like a copy […]

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The Next Big Trends in Chinese E-Commerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was an interesting report about China ecommerce trends released by Coresight Research, which specializes in retail meets tech consulting. It’s run by Deborah Weinswig, who I’ve crossed paths with a few times in the last couple of years. I find their research to be very data-driven and generally close to my own thinking. So […]

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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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WeChat and TikTok’s Starkly Different Visions for Digital Information Flows (pt 2 of 2)

I recently went to the WeChat Open Talk meeting and founder Allen Zhang raised some questions that have really stuck with me. He talked about about the increasingly important role of information flows in daily life and who controls this. His talk is here but my basic take-away is the below question. How do you […]

How WeChat, TikTok and Chinese Consumers Are Disrupting and Personalizing Luxury

In my online Asia Tech Class, I talk a lot about digital superpowers, which are digital tools that upend established business. And one of these superpowers a dramatically improved user experience, such that the traditional offering is now unacceptable to users. And this sort of dramatically improved user experience is what is happening in luxury […]

3 Ways the Coronavirus is Supercharging Innovation in Digital China

When the SARS virus swept through China / Asia in 2002-2003, it resulted in millions of workers isolating themselves in their homes. And this phenomenon turned out to be pivotal for several, now dominant digital companies. For then small company Alibaba, it created a surge of activity in e-commerce. And for then physical-only retailer JD, […]

WeChat Work and Why Enterprise Tools Will Be Very Different in Mobile-First China

I attended the WeChat Open Class in Guangzhou and WeChat Work 3.0 was one of the big topics this year. There is a growing suite of digital tools for enterprise management, communication and collaboration. And they raise some fascinating strategy questions. It’s clear that enterprise tools in mobile-first China are going to evolve differently. These […]