Steam, Garena and Specialty Gaming Businesses Models (Tech Strategy – Podcast 137)

This week’s podcast is about Steam and Garena, which are good examples of specialty gaming businesses. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my criteria for specialty ecommerce businesses. Is the company sufficiently differentiated in the user experience? Can the company compete and/or differentiate in logistics or infrastructure without ongoing […]

Steam, Garena and Specialty Gaming Business Models (Tech Strategy – Podcast 137)

This week’s podcast is about Steam and Garena, which are good examples of successful specialty gaming business models. These are niche businesses that have thrived in the shadow of the giants. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my criteria for specialty ecommerce businesses. Is the company sufficiently differentiated in […]

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6 Early Indicators of the Greatness of Sea Limited (Asia Tech Strategy – Daily Update)

Sea Limited is rocking and rolling. Jumping from gaming to ecommerce. Then to payment and financial services. And now to Mexico. There is a growing public consensus that the Sea management team is extraordinarily effective. That’s cool. But it would have been much better to know that two years ago, when the stock was much […]