Why Steve Jobs Chose China, Why Huya Is Worth Watching (Jeff’s Asia Tech Class – Daily Lesson / Update)

A couple of topics for today’s lesson / update. Why Steve Jobs Chose China for the Assembly of the iPhone In my One Hour China book, I included the following bit about Steve Jobs and China: “There is a great story about Steve Jobs freaking out about six weeks before the first iPhone was released. […]

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6 Predictions for Huawei After the TSMC Ban (Jeff’s Asia Tech Class – Daily Lesson / Update)

The big digital China / Asia news this week was the expansion of the US entity list ban to include TSMC. In theory, Huawei cannot get advanced semiconductors from American companies directly or by having them manufactured with American equipment at companies such as TSMC.It’s a big deal.This was the political bombshell everyone was waiting […]

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The Arms Race for Attention, Engagement and Spending (Jeff’s Asia Tech Class – Daily Lesson / Update)

In this week’s podcast (Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (Podcast 29)), I teed up the idea of an escalating “arms race” for demand online. I argued that there is an increasing fight for the attention, engagement and spending of consumers. And that this is a natural result of […]

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How Ant Financial / Alipay is Building an AI Factory in Financial Services (pt 2 of 2)

In Part 1 (From Big, Dumb Bureaucracies to Zero-Human Operations (pt 1 of 2), I made the following argument: In the industrial age, enterprises were built on the advantages of scale. Companies went from workshops and small factories to big factories capable of mass production. Superior scale gave companies multiple advantages, including cost efficiencies and […]

How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (Jeff’s Asia Tech Class – Podcast 27)

  In this class, I talk about Meituan and the evolution toward more advanced types of services marketplaces. You can listen here or at iTunes, Google Podcasts and Himalaya. What Should Meituan Do?: Geographic expansion Focus on transportation services (i.e., Didi) Focus on hospitality services (i.e., Ctrip) Jump into an ancillary opportunity: Financial Services or […]