In this podcast, Jeffrey Towson discusses what Ant Financial’s success can tell us about the future of Square. He argues that Square’s growth will be driven by its ability to use its payment platform to build a wider ecosystem of financial services. He also discusses why it is so difficult to predict the future of digital businesses.
The market capitalization Square has exceed $100B, which makes it about 1/3 of what Ant Financial / Group was expected to list at (prior to delay). Both companies are using platform business models to invade and expand the payment and financial services space. Fortunately, Ant is further along this trajectory and offers some interesting insights […]
So Ant Group is getting ready to IPO and their filing has lots of interesting details about ownership and control. And the take-away is: Jack Ma is getting a big payday and is in control. The history of how Alipay (which became Ant) separated from Alibaba in 2011 is a big controversy. Alibaba sold Alipay […]
In this podcast, Jeffrey Towson discusses how Ant Financial has used sustained innovation to maintain its competitive advantages. He argues that network effects are a double-edged sword, as they can lead to complacency and a lack of innovation. Towson also discusses the importance of adaptation and resilience in the digital age.
Ant Financial (now Ant Group) filed for IPO and there are tons of cool insights in their filing document. I’ve already written about the overall strategy, which is basically 3 platform business models combined. Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update) In that article, I […]
The IPO filing I have been waiting two years for finally arrived. Alipay / Ant Financial (now called Ant Group) has filed. And their +600 page prospectus is just a fantastic read. But it’s a lot. I have 40 pages of notes. So I thought I would begin with some of the key points. This […]