3 Lessons in AI/ Machine Learning from Artefact (Tech Strategy – Daily Article)

I had a good interview with Arthur du Passage and Edouard de Mezerac of Artefact, a data consulting and digital marketing company. And I thought they had a really good vantage point for how AI / ML is being used on the ground in China. I’ve summarized my 3 take-aways from our discussion. An Introduction […]

What Worries Me About Alibaba Long-Term (Tech Strategy – Podcast 96)

In this podcast, Jeffrey Towson discusses his concerns about Alibaba’s long-term prospects. He argues that the company is facing increasing competition from domestic rivals, regulatory scrutiny, and a slowing Chinese economy. He believes that Alibaba will need to make some significant changes in order to remain competitive in the years to come.

Dingdong vs. Oriental Trading: How to Spot the Specialty Ecommerce Winners (1 of 2) (Tech Strategy – Daily Article)

Softbank-backed Dingdong and Tencent-backed Missfresh have both gone public, to minimal investor enthusiasm. Both companies were launched: To solve the difficulties of selling perishable and difficult to transport groceries online. To tackle some of the pain points for both Chinese families and farmers. To capture a massive opportunity. And to get to operating profitability. They […]

Google, the NBA and Competitive Fortresses at the Top of the Pyramid (Asia Tech Strategy – Daily Lesson / Update)

In the past weeks, I have sent you multiple emails with various types of competitive advantages. Such as switching costs, network effects, purchasing economies and location and transportation cost advantages. The links are below: Walmart, JD and Purchasing Economies at Traditional and Online Retailers (Asia Tech Strategy – Daily Lesson / Update) Beer, Southwest and […]

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