How I Learned to Love SoftBank and Its Investment Strategy (Jeff’s Asia Tech Class – Public Article)

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 […]

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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