全球網路個案分析
Case studies on global web companies
| 節 | 週四 |
|---|---|
A 18:30–19:20 | 全球網路個案分析 M116 3 節連堂 |
B 19:30–20:20 | |
C 20:30–21:20 |
* 根據陽明交大上課時間表所列
The goal is to cover the business models and history of big US tech companies (Facebook/Google/Apple/Amazon/Tiktok/Youtube/Netflix) and internet giants in China/APAC/SEA (Alibaba, Gojek, ) . Those companies operate in e-commerce, digital marketing, cloud/SaaS, creator economy, even medical and transportation sectors, powered by AI. We'd also cover the unstoppable crypto economies through studying companies such as Coinbase/crypto.com, Binance, OpenSea, GameFi and metaverse companies, and the how conventional companies embracing the crypto trend ( VISA, Tesla)
None. Basic understanding or of business model, company finance and valuation for software companieswill be a plus
Course Format: The course is taught using a combination of lectures, case analysis, online materials reading, class discussion, and business idea proposals. The textbook will give students a broad picture of how internet economy is all about. To enhance students’ grasp how each internet company operates, in-class case analyses and Harvard Business School cases are scheduled. We’d occassionaly invite some execs from the cases, VCs, or other experts to dial in to provide their point of view or first hand experiences. All in-class case analyses, case presentation, will be conducted by student groups, followed by critics and updates from the teachers on what happened after the case was written. Each team will be made up of 3-4 of students, and will work as a unit throughout the semester. At the end of the semester, each team will also Present an analysis of which startups, internet companies they’d buy and hold for 3 years, or join as a new recruit for at least 3 years, and why. Alternatively, they can pitch a business plan about ideas they’d like to spend their next 3 years on, as a founding team. Sending the pitch decks to VCs, accelerators or Crypto-token ecosystem funds are highly encouraged. Case Discussion: Experience is the best teacher -- and this GMBA course provides the most divergent and colorful knowledge into every hour of learning among our students. In case analysis, students are introduced to the reality of decision making -- including incomplete information, time constraints, and conflicting goals -- giving students first-hand experience in analyzing new venture business situations. The exercises seek to provide not only a more in-depth understanding of specific industry or functional issues, but also to improve students interpersonal, leadership, and presentation skills. Students’ participation in these exercises is vital to individual success and the success of the class. Thus, absences will work detriment in class in the same way they do in the workplace. Please ensure that the case presentation, homework and case discussion (1) is a team effort and (2) is of professional quality. The first condition requires that (a) all questions be answered and (b) all members understand and contribute to the answer to each of the questions (so that any member is comfortable with answering or explaining any part of any question). The second condition requires (a) early and thorough proofreading for grammar, spelling, style, relevant content, supportable logic, and citation of sources, (b) appropriate dress and mannerisms to be used during the oral presentation, (c) knowing your material so well that you DO NOT READ YOUR PRESENTATION, and (d) e-mailing me your case summary homework (MS Word file) and case presentation (PowerPoint slides) one day prior to our scheduled case discussion date. Each case homework is to be no more than 3 pages, double-spaced, 12 point font, with one inch margins. Depending on the complexity of the case, each case presentation is expected to finish within 30 minutes. Academic Integrity The University's Code of Academic Integrity is designed to ensure that the principles of academic honesty and integrity are upheld. All students are expected to adhere to this Code. Violations include: plagiarism* and exam misconduct. The NCTU Management School does not tolerate academic dishonesty. On each assignment you will be asked to write out and sign by all your team members the following pledge. "I pledge on my honor that I have not given or received any unauthorized assistance on this exam/assignment." *Note: Make sure not to plagiarize anyone else’s work either intentionally or unintentionally. Plagiarism is defined as using someone else's words or ideas without proper attribution. The proliferation of Web pages and electronic publications makes it easy for plagiarism, accidental or otherwise, to occur. When in doubt, make sure to include a full citation either as a footnote or as a reference at the end of the paper.
Assignments (case, homework, etc.)(50%) Individual contribution on group discussion(15%) End of semester presentation(20%) Classroom participation (15%) Total=100%
| 週次 | 主題 |
|---|---|
| 第 1 週 | Course Introduction - Internet and SaaS biz model 101 - (Optional) Benedict Evans: 3 steps into the future |
| 第 2 週 | Case: Amazon.com 2021 (HBSP 716402) |
| 第 3 週 | Case: Alphabet eyes new frontiers (HBSP 717418) |
| 第 4 週 | Case: Apple 2019 ( HBSP MHE-HTR-069 ) |
| 第 5 週 | Case: Youtube for Brands (HBSP 9-514-048) |
| 第 6 週 | Case: Is Netflix building a house of cards? (HBSP# IM1085) |
| 第 7 週 | Case study : Gojek in Indonesia (HBSP #: NTU132) |
| 第 8 週 | Case study: Bydance beyond China (HBSP: IN 1587) |
| 第 9 週 | The Buzz of BlockChain : Hype vs Reality in France (HBSP IN1739) |
| 第 10 週 | Etoro: What’s next for the world’s biggest trading platform? |
| 第 11 週 | Bitcoin: The future of digital payments ? (HBSP 9-714-519) |
| 第 12 週 | Coinbase: The Exchange of the Cryptos (HBSP 222044) |
| 第 13 週 | Accounting for Bitcoin at Tesla (HSBP 121074) |
| 第 14 週 | Cryptocurrencies: Investment, Money, or Gamble (A) – Case W91C19 + sharing from crypto VCs. |
| 第 15 週 | Cryptocurrencies: Investment, Money, or Gamble (B) – Case W21C73 + sharing from cryoto company founders |
| 第 16 週 | Case study: VISA Inc: Threat from Cryptocurrency |
| 第 17 週 | How NFT create value (HBSP # H06OR1) + NFT founder panel (Eric Lin from LINE NFT team) |
| 第 18 週 | Review and Final Presentation |
1. Harvard Business School Publication Case Studies 2. Optional reference textbooks: Digital Economy by Tim Jordan (Wiley, 2020, ISBN : 978-1-509-51759-6) 3. Online Sources: Y combinator startup school (https://www.startupschool.org/curriculum) Stanford University Digital Econonics Lab (https://digitaleconomy.stanford.edu/_ a16z crypto school ( https://a16z.com/crypto-startup-school/ ) Mary meeker: Internet trends (1995- 2019) : https://www.bondcap.com/report/it19/#view/title Messari report: crypto thesis for 2022
- 地點
- By email
- 時間
- By email
- 聯絡方式
- brian.yang@cambridgejbs.net