This document discusses how major US technology platforms like Amazon, Facebook, and Google have faced competition abroad from foreign companies. It notes that in sectors like e-commerce, social media, search, and content/media, the dominant US players are often blocked or have lost market share in large foreign markets like China. While these US companies still lead globally, the document argues the "winner does not take all" internationally and other large non-US markets are important to consider.

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Silicon Valley platforms
Strategies for International Business
Intlstrat.com
Joe Bosurgi

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Strategies for International BusinessIntlstrat.com
For articles by Om Malik, Farhad Manjoo, & Ben Thompson, see the final
slide.

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Strategies for International BusinessIntlstrat.com

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Strategies for International BusinessIntlstrat.com

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•
•
•
•

6. E-commerce
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9. What about… China: Alibaba / TaoBao (阿里巴巴 / 淘宝网)

10. China: Alibaba / TaoBao (阿里巴巴 / 淘宝网)
India: Flipkart (फ्लिपकार्ट), Snapdeal (स्नैपडीि)What about…

11. Oral emphasis, with supplementary
grammatical explanations.
Monthly fee
China: Alibaba / TaoBao (阿里巴巴 / 淘宝网)
India: Flipkart (फ्लिपकार्ट), Snapdeal (स्नैपडीि)
Japan: Rakuten (楽天)
What about…

12. Amazon doesn’t win everywhere…
…and must begin defending against
Alibaba in the US

13. E-commerce winner does not take all.
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14. Social Media
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17. China: QQ, WeChat (微信), WeiBo (微博)
What about…

18. China: QQ, WeChat (微信), WeiBo (微博)
Japan: LINE (ライン), Russia: VK (ВКонтакте)What about…

19. China: QQ, WeChat (微信), WeiBo (微博)
Japan: LINE (ライン), Russia: VK (ВКонтакте)
Korea: KakaoTalk (카카오톡)
What about…

20. Facebook, WhatsApp and Twitter are
blocked in China…
…and Facebook is playing catch-up
to Asian social e-commerce,
payment and more.

21. Social media winner does not take all.
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22. Search
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25. China: Baidu (百度)
What about…

26. China: Baidu (百度)
Japan: Yahoo Japan / SoftBank (ソフトバンク)What about…

27. China: Baidu (百度)
Japan: Yahoo Japan / SoftBank (ソフトバンク)
Korea: Naver (네이버)
What about…

28. Google is blocked in China, and not
as linguistically optimized for Asia
as home players...
…and UI has “Western” feel

29. Search winner does not take all.
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30. Content/media
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32. China: Youku (优酷)
Alibaba TBO (阿里巴巴)
Baidu (百度)
QQ
What about…

33. Netflix & YouTube are not in China —
the biggest video/movie market

34. Content/media winner does not take all.
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35. Consumer Electronics
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36. vs

37. vs

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• What do you think?
– Have today’s dominant US platforms definitively conquered the
world?
– Where do you think it’s important in these sectors to look beyond
the US?
– Have questions or want to respond? Contact me for dialog.
• じゃまたね。。
jbosurgi@instlstrat.com
Copyright 2016 Intlstrat.com
Strategies for International BusinessIntlstrat.com

39. Strategies for International BusinessIntlstrat.com
See your competitors…wherever they are.

40. Strategies for International BusinessIntlstrat.com
Sources
Om Malik, “In Silicon Valley Now, It’s Almost Always Winner Takes All”,
New Yorker, 2015.12.30
Farhad Manjoo, “Tech’s ‘Frightful 5’ Will Dominate Digital Life for
Foreseeable Future”, NYT 2016.01.20
Ben Thompson, “The FANG Playbook”, Stratechery 2016.01.20