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- 25 August 2023
3 Strategy Lessons from My Visit to Ant (1 of 3)
I recently visited the Ant headquarters in Hangzhou. This was part of our China Tech Tour. I have already done quick summaries of our visits to ByteDance, Cainiao and Baidu. Which were awesome. But it was really Ant that left me with the biggest impression from the trip. I had really underestimated the scope of what the company …
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- 26 November 2022
Can YouTube or Facebook Catch TikTok in Short Video? SMILE Marathons vs. the Spill-Over Effect.
There was an interesting article in Insead Knowledge (Jason Davis and Vikas Aggarwal) about how innovation gets copied by imitators.
- 25 November 2022
Alibaba’s 11 Growth Strategies
I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that I think will...
- 09 November 2022
Geographic Density and How Meituan Finally Became Profitable
Why do humans live in cities? And why does the urbanization rate of most...
- 09 November 2022
9 Digital Business Models: An Intro to Consumption Ecosystems (2 of 2)
In Part 1, I did an introduction to Production Ecosystem as a business model...
- 09 November 2022
9 Digital Business Models: An Intro to Production Ecosystems (1 of 2)
I have described digital business models as either pipelines or platforms...