In this podcast, Jeffrey Towson discusses the potential value of WeChat Mini Programs, which are small, standalone applications that run within WeChat. He argues that Mini Programs could revolutionize the way people use WeChat, and could make the platform even more powerful for businesses and consumers.
This week was the annual WeChat Open Class conference in Guangzhou. And one of the perks of being an influencer-type is I get invited to most of these. I find them to be really helpful for getting a good read on what management is focused on. On what they think the strategic imperatives are. On […]
Shopee / Garena / Sea Limited (SE) was one of the biggest investment opportunities of 2020. With the share price rising 4x during the year. And this followed a similar 4x rise the previous year. I flagged this one early based on its outstanding platform strategy. I covered this in Podcast 29 Can Shopee / […]
Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]
In the tech industry, being a first mover does not always guarantee success. In this episode of Jeff’s Asia Tech Class podcast, Jeff Towson discusses the advantages and disadvantages of being a first mover, and argues that later entrants can often have an advantage.
In this podcast, Jeffrey Towson discusses why he believes Airbnb will struggle to compete in Asia. He cites the following reasons: (1) Airbnb’s business model is not well-suited for the Asian market, (2) Airbnb faces stiff competition from local rivals, and (3) Airbnb’s valuation is too high.
In this podcast, Jeffrey Towson discusses why he believes Airbnb will struggle to compete in Asia. He cites the following reasons: (1) Airbnb’s business model is not well-suited for the Asian market, (2) Airbnb faces stiff competition from local rivals, and (3) Airbnb’s valuation is too high.
In this analysis, digital strategy consultant Jeffrey Towson shares five critical lessons from Alibaba Vice Chairman Joseph Tsai about the company’s Singles Day success. The discussion highlights Alibaba’s digital transformation strategy and its ability to scale massive consumer engagement. Key takeaways reveal how innovation and execution drive dominance in e-commerce.
In this podcast, Jeffrey Towson discusses the five biggest trends in digital China and Asia for 2020-2030. These trends include the rise of smart devices, smart IoT logistics platforms, new manufacturing, smart cities, and digital finance. Towson believes that China and Asia will become the world’s largest and most innovative digital ecosystem in the next decade.
In this podcast, Jeffrey Towson discusses how Bytedance’s “attention factory” business model is a threat to Facebook. He argues that Bytedance’s ability to collect and analyze user data, combined with its focus on short-form content, gives it a significant competitive advantage. Towson believes that Facebook needs to adapt its business model to compete with Bytedance.