Gå frakoblet med Player FM -appen!
Is Profitable Kuaishou an Investment Opportunity? (221)
Manage episode 439450275 series 2809700
This week’s podcast is about Kuaishou. And the key questions that determine its future.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the link to the TechMoat Consulting.
Here is the link to the Tech Tour.
Here are my three longer-term questions for Kuaishou.
- What is the future relationship with Tencent? As it relates to users and engagement?
- Economies of Scope. Does it need to move beyond video to other content and attention types. Like TikTok and Tencent have done.
- Economies of Scale. Is it subscale in video and entertainment? As a China-only business?
Here is a past article on this.
228 episoder
Manage episode 439450275 series 2809700
This week’s podcast is about Kuaishou. And the key questions that determine its future.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the link to the TechMoat Consulting.
Here is the link to the Tech Tour.
Here are my three longer-term questions for Kuaishou.
- What is the future relationship with Tencent? As it relates to users and engagement?
- Economies of Scope. Does it need to move beyond video to other content and attention types. Like TikTok and Tencent have done.
- Economies of Scale. Is it subscale in video and entertainment? As a China-only business?
Here is a past article on this.
228 episoder
Alle episoder
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.