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 […]

TikTok vs. Spotify vs. Tencent China Literature: Which is More Powerful? (Daily Lesson – Jeff’s Asia Tech Class)

Learning Goals #12 is the “Basics of Tiktok / Douyin and Audience-Builder Platforms”. And as part of this, I’ve been introducing companies that are based on audience builder platforms. These include Tiktok and China Literature Ltd (owned by Tencent), which were discussed in: What Is the Secret of TikTok / Douyin’s Success? (Jeff’s Asia Tech […]

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How Alibaba.com Is Turning SMEs into Multinationals (Pt 2 of 2)

In Part 1, I argued that Alibaba.com is attempting to both digitize and democratize global trade – and to dramatically expand it from large companies to small and medium enterprises (SMEs). That’s a pretty big idea. And in Part 1, I laid out a bit of the theory behind this. But let me get back […]