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What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (61)
The Tech Strategy Podcast
English - December 20, 2020 14:00 - 53 minutes - 36.9 MB - ★★★★★ - 14 ratingsBusiness Technology technology business china asia digital alibaba tencent jeff towson strategy baidu Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Key question: What will drive Square's growth?
Metrics for base rates:
Related podcasts and articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
This is part of Learning Goals: Level 5, with a focus on:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Jeff’s Asia Tech Class, a podcast and subscription newsletter for investors in China / Asia tech companies.
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.