The Difference Between Competitive Advantages and 7 Powers (Jeff’s Asia Tech Class – Podcast 65)

  This week’s podcast is my third on the well-known 7 Powers framework by Hamilton Helmer. I go through the last 4 of his 7 powers. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. His fundamental equation of value is: Value = M0*g*s*m = market scale * power M0 is Market at time zero. g […]

Economies of Scale and Switching Costs According to 7 Powers (Jeff’s Asia Tech Class – Podcast 64)

  This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.   His fundamental equation of value is: Value = M0*g*s*m = market scale * power M0 is Market at time zero. g is growth. […]

How I Learned to Love SoftBank (Jeff’s Asia Tech Class – Daily Update)

It’s hard to write and speak about Asia tech without talking about SoftBank and its billionaire Chairman Masayoshi Son. He has been a major player in digital Asia (including China) for 4 decades. And his Vision Fund and its companies (WeWork, Uber, Didi, Oyo, etc.) are a staple of tech news. But I have long […]

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Introduction to Learning Platforms, Computer Vision and Megvii (Jeff’s Asia Tech Class – Daily Update)

I have listed 5 types of platform business models: Marketplace and transaction platforms (e.g., Taobao, Meituan, Lazada) Innovation and audience-builder platforms (e.g., YouTube, TikTok, Android) Collaboration / coordination and standardization platforms (e.g., Slack, Microsoft Teams, Adobe) Payment platforms (e.g., MasterCard, Alipay) Learning platforms Here are examples of the first two. But I have not really […]

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4 Problems with Michael Porter’s Five Forces (Jeff’s Asia Tech Class – Podcast 63)

  This week’s podcast is on the well-known Five Forces framework by Michael Porter. I go through some of its limitations and where I think it works best. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Michael Porter’s five forces: Bargaining power of suppliers Bargaining power of buyers Threat […]

Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia Tech Class – Daily Update)

I’ve been thinking a lot about mapping companies. On one hand, they are typical “information goods” companies, most of which have had their economics turned upside down by digital. Everything from encyclopedias and phone books to videos and music. There is a long list of previously good businesses that have been transformed, disrupted and/or destroyed. […]

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