Reverse Network Effects and Catastrophic Declines

This is Part 3 in a three part series about Ant Group / Ant Financial. In this part, I talk about how sustained innovation is the primary strategy for maintaining their competitive advantages.

• Part 1 is How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff’s Asia Tech Class – Podcast 47).
• Part 2 is Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG’s Martin Reeves. (2 of 3) (Jeff’s Asia Tech Class – Podcast 48)

You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.

Related podcasts and articles:

• 3 Ways Network Effects Suck (Jeff’s Asia Tech Class – Podcast 41)

This is part of Learning Goals: Level 5, with a focus on:

• #19: Basics of Ant Financial / Alipay and Payment Platforms

Concepts for this class. 

1. Network Effects
2. Adaptation and Resilience
3. SMILE Marathon: Sustained Innovation

Companies for this class:

• Ant Financial / Alipay / Ant Group

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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