How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152)

This week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models – like YouTube, TikTok and maybe OnlyFans. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here […]

How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152)

This week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models – like YouTube, TikTok and maybe OnlyFans. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here […]

To access this post, you must log in as a member, purchase Subscriptions.

Can YouTube or Facebook Catch TikTok in Short Video? SMILE Marathons vs. the Spill-Over Effect. (Tech Strategy – Daily Article)

There was an interesting article in Insead Knowledge (Jason Davis and Vikas Aggarwal) about how innovation gets copied by imitators. I liked the question it posed: “In the game of digital innovation, imitators often outrace the original innovators…at the heart of this race is what we call the innovator’s imitation dilemma. This dilemma arises because […]

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 […]

Oracle Is Saving TikTok From Itself

I like Bytedance. I think they make great apps. Super engaging. With fantastic user interfaces. They are one of the most innovative mobile app companies on the planet. But they suck at internationalization. Their attempt to become China’s first international digital  company has been a slow moving train wreck. Lots of us have been predicting […]

TikTok vs. Spotify vs. Tencent China Literature (Tech Strategy – Daily Article)

I like audience builders as platform. They have interesting complexities and variations. They are more interesting than marketplaces and payment platforms. Plus, audience builder platforms are combining with e-commerce quite nicely. Spotify, TikTok, and China Literature are all audience builders I like. But they are really different, even though they all basically connect content creators […]