Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (Asia Tech Strategy – Podcast 68)

This week’s podcast is about Roblox and the question of whether this media type will really take off. And I argue this is an interesting evolution of the audience-builder platform. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is my audience-builder platform. Here is the article I mentioned: ByteDance vs. Kuaishou: Innovator […]

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ByteDance vs. Kuaishou: Innovator vs. Fast Follower Strategies for the China Attention Market (Asia Tech Strategy – Daily Update)

Kuaishou Technology is going public in Hong Kong. From the IPO filing, the basic story is that Kuaishou does short videos and live streaming. It’s a video company. And these are the combined numbers reported: 305M average DAUs, in their apps and mini-programs in China. 769M average MAUs, in their apps and mini-programs in China. +86 minutes in […]

ByteDance vs. Kuaishou: Innovator vs. Fast Follower Strategies for the China Attention Market (Asia Tech Strategy – Daily Update)

Kuaishou Technology is going public in Hong Kong. From the IPO filing, the basic story is that Kuaishou does short videos and live streaming. It’s a video company. And these are the combined numbers reported: 305M average DAUs, in their apps and mini-programs in China. 769M average MAUs, in their apps and mini-programs in China. […]

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