Can YouTube or Facebook Catch TikTok in Short Video? SMILE Marathons vs. the Spill-Over Effect. (Tech Strategy – Daily Article)

There was an interesting article in Insead Knowledge (Jason Davis and Vikas Aggarwal) about how innovation gets copied by imitators. I liked the question it posed: “In the game of digital innovation, imitators often outrace the original innovators…at the heart of this race is what we call the innovator’s imitation dilemma. This dilemma arises because […]

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Facebook and WhatsApp Are the Wild Card of Asia Ecommerce (Tech Strategy – Daily Article)

In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. In theory, the memo had some big implications. It looked like the first move in a strategy to turn Facebook into a much larger and even more powerful company. From very big to ridiculously […]

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TikTok Rocks Facebook, US-China Round One Ends, Luxury Is Going Digital Fast (Jeff’s Asia Tech Class – Daily Update)

Happy Friday everyone. Three quick reads for the Daily Update. Have a great weekend. – jeff   TikTok Is Rocking Facebook TikTok continues to go international fast. Here is a good summary at SCMP, which claims Tiktok was the second most downloaded app globally in 2019 (although take these numbers with a big grain of […]

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Is Facebook Behind Tiktok’s CFIUS Review? Alibaba and Mobike Have Digital Superpowers (Daily Update 11.7.19)

Good morning everyone. This is the daily update for Jeff’s Asia Tech Class, with two points. Facebook is increasingly citing China in their lobbying. Are they behind Tiktok’s CFIUS review? Alibaba and Mobike have digital superpowers. Cheers from the Shanghai airport, jeff Is Facebook behind Tiktok’s CFIUS review? In the last week, CFIUS announced that […]

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Facebook Copying WeChat Could Result in Stunning Growth (pt 2 of 2)

In Part 1, I argued that Mark Zuckerberg’s memo on “privacy-focused messaging and social networking” is actually an aggressive and potentially stunning growth path for the company. I called it the ultimate gangster move. Their move to consolidate their messaging services creates a big global tool. And it looks a lot like the foundation of […]

Facebook Copying WeChat is the Ultimate Gangster Move (pt 1 of 2)

Mark Zuckerberg’s memo on “privacy-focused messaging and social networking” has some really big implications. It is focused on private messaging and the WeChat-type operating system. To me, it looks like the first move in a strategy to turn Facebook into a much larger and more powerful company. That such a big power play is dressed […]