This week’s podcast is about machine learning and prediction as a capability. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is podcast on the intangible asset framework. Here is the link to the TechMoat Consulting. Here is the link to the China Tech Tour. —— Related […]
I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. But we can also point to search engines, community sites and many others. How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152) The […]
This week’s podcast is about how generative AI is disrupting content creation. This is a major tech shift and a lot of big incumbents (such as Netflix and Disney) are going to be impacted. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the […]
Key concepts for this article: Artificial Intelligence China’s State Capitalism model *** The release of ChatGPT and DALL-E has pushed AI back to the forefront of digital. Forget web3 and blockchain. It’s all about AI now. And I will confess, I am a believer. Artificial intelligence is the biggest thing happening in digital. I’m even […]
I have used the terms digital and data technology interchangeably. And I have described them as things made of bits and bytes. Of ones and zeros. Instead of physical products and services. And I have spoken quite a bit about how things made of bits and bytes have different economics. They have powerful but also […]
Ping An is the quiet digital giant of China. It began as an insurance company. Then it added a wealth management company. Then it added a bank. And now it is focusing on healthcare. And, along the way, it became a full tech company. It’s right up there with Alibaba, ByteDance and the others. I […]
In Part 1, I detailed some of the basics of SenseTime, China’s leading computer vision company. I argued it was basically a linear business model, not a platform. It mostly reminds me of Adobe and traditional software companies. But the economics of AI software companies at large scale are still largely unknown. Especially when it […]
This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It’s a fascinating company for looking at the evolving business models of AI software. The two big questions are: What are the unit economics of large AI companies? What types of scale advantages and network effects do large […]
This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It’s a fascinating company for looking at the evolving business models of AI software. The two big questions are: What are the unit economics of large AI companies? What types of scale advantages and network effects do large […]
In Part 1, I detailed some of the basics of SenseTime, China’s leading computer vision company. And I argued it was basically a linear business model, not a platform. It reminded me of Adobe and traditional software companies. But the economics of AI software companies at scale are still unknown. Especially when it is done […]