I’ve written a lot about Ant Financial because I think it is a cool example of a zero-human operation. It’s has been built from as an AI factory where all the core processes are done by AI and software. It is my standard example of the SMILE Marathon for AI/Machine Learning. But Ant also has […]
In Parts 1 and 2, I wrote about how digital infrastructure is being developed in Thailand, which is a good proxy for digital infrastructure SE Asia. I also wrote about my interview with Huawei Thailand CEO Abel Deng (see below). In this part, I’ll detail Huawei’s 4 big initiatives in Thailand. And this is pretty […]
This week’s podcast is about digital disruption. It’s a big and difficult topic for management teams. And it usually leads to discussion about innovation. Here are 2-3 frameworks for how to think about it. Correction: I said Daily Mail in the podcast. I meant Daily Journal. You can listen to this podcast here or at iTunes and Google […]
This week’s podcast is about digital disruption. It’s a big and difficult topic for management teams. And it usually leads to discussion about innovation. Here are 2-3 frameworks for how to think about it. Correction: I said Daily Mail in the podcast. I meant Daily Journal. You can listen to this podcast here or at iTunes and Google […]
Use cases are a good way to approach the subject of AI. Just hunt industry by industry and see what companies are using AI for and not. It’s the best way to separate out the hype. And make sure you look at industries other than your own. I find scanning use cases across industries is […]
This week’s podcast is about combining two previously covered topics: growth and the digital operating basics. This can be surprisingly powerful. You can listen to this podcast here or at iTunes and Google Podcasts. Most of the growth thinking is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit […]
This week’s podcast is about combining two previously covered topics: growth and the digital operating basics. This can be surprisingly powerful. You can listen to this podcast here or at iTunes and Google Podcasts. Most of the growth thinking is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit […]
Huawei has just announced its 2021 financial results, with the title “Solid Operations, Investing in the Future”. That is actually a pretty good summary of their strategy post-US tech ban. It was also interesting because CFO Meng Wanzhou is now back in China, after years in Canadian custody. She presented the financial results, along with […]
Southeast Asia unicorn Grab is now public via a SPAC merger with Altimeter Growth Corp. The company trades on the Nasdaq under the ticker symbol “GRAB”. This is a really interesting company. There is a tremendous amount to like about its business. It has 2-3 platform business models that have strong-to-dominant positions in SE Asia: […]
In the past 3-4 months, Sea Limited stock price has fallen from $350 to $90 per share. That is interesting. The business model is as formidable as ever. It benefits from compelling long-term consumer spending growth trends in both SE Asia and Latin America. And, unlike Alibaba, Sea Limited is in +9 countries and is […]