The Tech Strategy Podcast
233 episodes - English - Latest episode: 3 days ago - ★★★★★ - 14 ratingsA podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Lessons on important digital concepts.
Lots more information available at Jefftowson.com and techmoatconsulting.com
To marketers, I do not have podcast guests.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.
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Episodes
Huawei Launches 5.5G. Plus, Lessons from the Shanghai Mobile World Conference. (170)
July 03, 2023 10:00 - 30 minutes - 20.9 MBThis week’s podcast is about my visit to the Shanghai Mobile World Conference. And the Huawei 5.5G R&D Center. These are my takeaways for what is going to happen next in digital infrastructure. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ——— Related articles: Can ByteDance Breach Ali...
3 Strategy Lessons from My Visit to ByteDance / TikTok (169)
June 24, 2023 10:00 - 42 minutes - 29.4 MBThis week’s podcast is about my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about. But here are the three things I think I was not appreciating or understanding. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you're interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ——— Related articles: ...
3 Strategy Lessons from My Visit to ByteDance (169)
June 24, 2023 10:00 - 42 minutes - 29.4 MBThis week’s podcast is about my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about. Two clarifications: This was a visit to a ByteDance office. Which is a different group than TikTok. The ecommerce GMV numbers cited are from external reports - and not ByteDance or TikTok. And these numbers are likely probably guesses and only somewhat accurate. You can listen to this podcast here, which has the slides and graphics mentioned. Also a...
3 Digital Strategy Lessons from Epic Games and NetEase (168)
June 17, 2023 02:00 - 44 minutes - 30.3 MBThis week’s podcast is about NetEase and how gaming ecosystems (like Epic Games) have lots of important digital strategy lessons. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you are interesting in discussing your digital strategy, please contact us at TechMoat Consulting. ——– Related podcasts and articles are: JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update) From...
How WeChat Became the Everything App (167)
June 10, 2023 10:00 - 44 minutes - 30.9 MBThis week’s podcast is about WeChat, which really has reached a level of daily usage that makes it the "everything app". Here is my breakdown on how it got there strategically. 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 TechMoat Consulting, with the Tech Tour. ———— I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I am the founder of T...
4 Insights from the Head of JD Smart Logistics Park (166)
May 27, 2023 15:00 - 44 minutes - 30.4 MBThis week’s podcast is about JD Logistics, which is building a smart logistics network at China scale. I spoke to one of its heads and this is what I learned. 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 TechMoat Consulting. Here is the link to the China Tech Tour. -------- Related podcasts and articles are: JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson ...
3 Steps to Supercharge Your Business and Career with Generative AI (165)
May 22, 2023 08:00 - 42 minutes - 29 MBThis week’s podcast is about how generative AI can start improving your business and career. 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 are three things you can (should) do right now: Step 1: Develop Staff and Skills in Gen AI (DOB 5, DOB6) Step 2: Use to Improve Internal Productivity Step 3: Use to Improve Products, Services, and the Customer Experien...
Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164)
May 09, 2023 15:00 - 46 minutes - 31.9 MBThis week’s podcast is about the generative AI foundation models of OpenAI and Google. Will they have competitive defenses? Especially against open source. 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 are the two articles mentioned: Google “We Have No Moat, And Neither Does OpenAI”. Who Owns the Generative AI Platform? My (working) conclusions are: Techn...
AutoGPT: The Rise of Digital Agents and Non-Human Platforms & Business Models (163)
May 04, 2023 12:00 - 43 minutes - 29.8 MBThis week’s podcast is about AutoGPT / AgentGPT and how it is leading to the rise of digital agents. This will lead to the emergence of non-human platforms and business models. 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 China Tech Tour. ----—– Related articles: AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 1...
AutoGPT and Other Tech I Am Super Excited About (162)
April 26, 2023 07:00 - 28 minutes - 19.9 MBThis week’s podcast is about AutoGPT / AgentGPT and two other cool new technologies. 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 China Tech Tour. Here are the three technologies mentioned: 5.5G and immersive and experiential video everywhere. AutoGPT and AgentGPT. Human organizational structure adopting software architecture. —–--- ...
Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn't (161).
April 18, 2023 06:00 - 40 minutes - 27.8 MBThis week’s podcast is TikTok's international success. 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 China Tech Tour. Here are my three factors for succeeding internationally: 1. Has a 10x product and user experience. Plus early mover. Plus big spending (marketing, acquisitions, hiring, etc.) 2. The service is standardizable cross-borde...
3 Lessons from Huawei's 2022 Financial Report (160)
April 06, 2023 14:00 - 38 minutes - 26.3 MBThis week’s podcast is Huawei's recent 2022 financial results and big event. 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 China Tech Tour. —– Related articles: My Interview with Huawei’s Guo Ping on Managing People vs. Managing Rules and Systems (Tech Strategy – Daily Strategy) 3 Types of Network Effects (Asia Tech Strategy – Daily Les...
Why American Citizens Must Protect TikTok (For Now) (159)
March 29, 2023 05:00 - 43 minutes - 29.9 MBThis week’s podcast is about why Americans must protect TikTok. TikTok is not the big and proven threat to freedom and privacy. The US Censorship Regime is. For now, TikTok is necessary to break the censorship monopoly and restore free speech to Silicon Valley. 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 China Tech Tour. Here is the st...
NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158)
March 21, 2023 10:00 - 49 minutes - 34.3 MBThis week’s podcast is about network effects, as described by James Courrier and NFX. 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 China Tech Tour. Here is the NFx Network Effects manual. Here are NFX's 16 network effects, in order of strength: Physical (e.g. landline telephones) Protocol (e.g. Ethernet) Personal Utility (e.g. iMessag...
Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)
March 14, 2023 04:00 - 43 minutes - 30.2 MBThis week’s podcast is about machine learning and prediction as a capability. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is podcast on the intangible asset framework. Here is the link to the TechMoat Consulting. Here is the link to the China Tech Tour. —— Related articles: An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update) Why DCF Sucks f...
Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)
March 10, 2023 13:00 - 48 minutes - 33.4 MBThis week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits. 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 China Tech Tour. —— Related podcasts and articles are: Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4) (Tech Strateg...
Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)
February 27, 2023 10:00 - 43 minutes - 29.7 MBThis week’s podcast is a rant about the common "China is going to collapse" narrative. Most recently made by Peter Zeihan on Joe Rogan. 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 China Tech Tour. Peter's interview with Joe on China is here. Here is the Bank of Japan study. Here are the two books mentioned: The One Hour China Consumer...
Monster Energy and How CPG Brands Can Win in Digital (154)
February 21, 2023 14:00 - 45 minutes - 31 MBThis week’s podcast is about Monster Energy and my approach for winning in digital as a CPG brand. 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 China Tech Tour. ——— Related podcasts and articles are: Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update) From the Concept Library, concepts...
Generative AI's 5 Digital Superpowers (153)
February 11, 2023 05:00 - 38 minutes - 26.7 MBThis week’s podcast is about more about generative Ai as a disruptive technology and business model. 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 China Tech Tour. ——— Related articles: The Winners and Losers in ChatGPT (Tech Strategy – Daily Article) Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywoo...
How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (152)
January 30, 2023 10:00 - 39 minutes - 27.5 MBThis week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models - like YouTube, TikTok and maybe OnlyFans. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the mentioned AI company Movio.la Here is the link to the China Tech Tour. ——-- Related articles: The Winners and Losers in ChatGPT (...
How Generative AI Is Going to Disrupt YouTube and TikTok (152)
January 30, 2023 10:00 - 39 minutes - 27.5 MBThis week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models - like YouTube, and TikTok. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the mentioned AI company Movio.la Here is the link to the China Tech Tour. ——-- Related articles: The Winners and Losers in ChatGPT (Tech Strategy –...
4 Types of Intangible Assets in Digital Businesses (151)
January 22, 2023 08:00 - 38 minutes - 26.5 MBThis week’s podcast is about why intangible assets are so important in operations, competitive moats and valuation. They are central to digital businesses - but confusing. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the AI company Movio.la Here is the link to the China Tech Tour. McKinsey’s Framework for Intangible Assets Innovation / Creative Assets. This is any time, effort or money spent devel...
Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (150)
January 19, 2023 03:00 - 45 minutes - 31.1 MBThis week’s podcast is about how generative AI is disrupting content creation. This is a major tech shift and a lot of big incumbents (such as Netflix and Disney) are going to be impacted. 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 China Tech Tour. Generative AI companies to try: OpenAI / ChatGPT OpenAI / DALL-E Midjourney Synthesia AIVA Lexica Wellsaidlabs 5 Winners in Gen...
4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (149)
January 01, 2023 05:00 - 53 minutes - 37.1 MBThis week’s podcast is about how consumer packaged goods (CPG) companies can go digital. It's my 4 basic rules to get going. 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 China Tech Tour. My 4 Rules for CPG Brands going Digital Focus on DOB3. You need to digitize the core. This is easier in CPG as it's mostly about marketing. The hard part is creating the connection with the consumer...
My Valuation for Microsoft (148)
December 21, 2022 02:00 - 49 minutes - 34.2 MBThis week’s podcast is about Microsoft and how I approach its valuation. 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 Asia Tech Tour. ——---- Related articles: An Intro to Growth and “Birds in the Bush” in Digital Valuation (Tech Strategy – Daily Lesson / Update) An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update) Why DCF S...
Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (147)
December 13, 2022 16:00 - 51 minutes - 35.8 MBThis week’s podcast is about the two leading and well-run ecommerce companies in Brazil: Magazine Luiza / Magalu and Mercado Libre. Both companies have compelling but different business models. It is an interesting strategy question. 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 Asia Tech Tour. --—— Related articles: What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy –...
Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (147))
December 13, 2022 16:00 - 51 minutes - 35.8 MBThis week’s podcast is about the two leading and well-run ecommerce companies in Brazil: Magazine Luiza / Magalu and Mercado Libre. Both companies have compelling but different business models. It is an interesting strategy question. 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 Asia Tech Tour. —— Related articles: What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy – D...
ChatGPT and the New Machine Human Interface (146)
December 05, 2022 10:00 - 37 minutes - 25.9 MBThis week’s podcast is about the arrival of ChatGPT, which is stunning people everywhere with its content generation. 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 Asia Tech Tour. Here is the link to ChatGPT Here is the past article on Conversation AI at JD: 3 Lessons in Conversational AI from JD’s Head of the Deep Learning (1 of 2) --—— What is Elon Musk’s Plan to 10x Twitter? (2...
Elon Musk's Strategy for Twitter is to Supercharge Performance - And Then 10x the Product (Tech Strategy - Podcast 145)
November 15, 2022 11:00 - 40 minutes - 28 MBThis week’s podcast is about Elon Musk's take-over and turn-around of Twitter. Lots of cool lessons in what he has done in the first 3 weeks. 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 Asia Tech Tour. —— What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy – Daily Article) From the Concept Library, concepts for this article are: Audience-Builder Platform with Connect...
Elon Musk's Strategy for Twitter is to Supercharge Performance - And Then 10x the Product (145)
November 15, 2022 11:00 - 40 minutes - 28 MBThis week’s podcast is about Elon Musk's take-over and turn-around of Twitter. Lots of cool lessons in what he has done in the first 3 weeks. 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 Asia Tech Tour. —— What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy – Daily Article) From the Concept Library, concepts for this article are: Audience-Builder Platform with Connect...
Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (144)
November 09, 2022 06:00 - 46 minutes - 32.1 MBThis week’s podcast is Production and Consumption Ecosystems as digital business models. This thinking is mostly by Professor Mohan Subramaniam, who wrote the book The Future of Competitive Strategy: Unleashing the Power of Data and Digital Ecosystems. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. My 9 digital business models are: Linear business models (i.e., pipelines) Production Ecosystems Consumption E...
What Grab Can Learn from Amazon About Growth - and Not From Meta (143)
October 31, 2022 13:00 - 49 minutes - 33.9 MBThis week’s podcast is Grab's growth initiatives, which are critical for getting to operating profits. They also provide a case for talking about core vs. adjacency growth. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Grab's compelling growth initiatives include: New Services for Consumers GrabUnlimited Cross-Selling Advertising Financial Services Most of this is a summary of work by Chris Zook at Bain...
Lessons in Purchasing Economies from Costco, JD and Pinduoduo (142)
October 23, 2022 12:00 - 35 minutes - 24.2 MBThis week’s podcast is about economies of scale in purchasing power. I go through Walmart and Costco as traditional examples. And point to JD, Apple, and Pinduoduo as digital examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here are types of economies of scale. CA11: Fixed Operating and Capital Costs CA12: Purchasing Economies and Bargaining Power with Suppliers Larger companies can demand cheaper p...
4 Lessons from Apple and Pinduoduo in Purchasing Economies (142)
October 23, 2022 12:00 - 35 minutes - 24.2 MBThis week’s podcast is about economies of scale in purchasing power. I go through Walmart and Costco as traditional examples. And point to JD, Apple, and Pinduoduo as digital examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here are types of economies of scale. CA11: Fixed Operating and Capital Costs CA12: Purchasing Economies and Bargaining Power with Suppliers Larger companies can demand cheaper pr...
Snowflake, Alibaba and My 3 Favorite Cloud Business Models (141)
October 13, 2022 00:00 - 39 minutes - 27.4 MBThis week’s podcast is about cloud business models. It's a complicated and evolving subject. But I am trying to identify good cloud business models that aren't obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here are four sub-types of Coordination Platforms. Communication. Zoom, Slack, etc. Data Intelligence. Snowflake and C...
3 Strategy Questions for Magazine Luiza / Magalu in Brazil (140)
October 04, 2022 21:00 - 40 minutes - 27.9 MBThis week’s podcast is about Magazine Luiza / Magalu and how they ended up as the pioneers of online-merge-offline (OMO) in Brazil retail. It’s a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my three strategy questions about Magalu: Big Question #1: Will Magalu Become an "Ultimate B2C Marketplace"? Big Question #2: Will Magalu go full OMO? Will they be more aggressive in retail formats? Big Question #3: Will Magalu go full "...
How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (139)
September 25, 2022 18:00 - 42 minutes - 29.2 MBThis week’s podcast is about AB InBev's rapidly rising beverage delivery service Ze Delivery. I visited the facilities and spoke with CEO Rudolfo Chung. It's a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. ——– Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily...
3 Big Digital Changes in Retail and Ecommerce (138)
September 15, 2022 18:00 - 40 minutes - 28.1 MBThis week’s podcast is about important digital changes happening in ecommerce and retail, and that are mostly coming out of China / Asia. You can listen to this podcast here or at iTunes and Google Podcasts. —---- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) Why Netflix and Amazon Prime Don’t H...
Steam, Garena and Specialty Gaming Business Models (137)
September 05, 2022 23:00 - 42 minutes - 29.6 MBThis week’s podcast is about Steam and Garena, which are good examples of specialty gaming businesses. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my criteria for specialty ecommerce businesses. Is the company sufficiently differentiated in the user experience? Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending? Does the company have a strong competitive advantage in a circumscribed market? Is there a ...
Why I Don't Like Netflix, Singapore Press and Most Digital Content Businesses (136)
August 26, 2022 18:00 - 46 minutes - 31.8 MBThis week’s podcast is about digital content businesses, which are entirely digital economics. They can have great economics but absolutely need a moat. You can listen to this podcast here or at iTunes and Google Podcasts. Three digital content strategies I do like are: Network effects with long-tail of UGC. Such as YouTube and TikTok. Creates durable IP. Such as Disney. Service and community businesses that uses content. ——- Related articles: Why I Really Like Amazon’s Strategy, Des...
Why Economies of Scale Is Still the Default Digital Strategy (135)
August 17, 2022 18:00 - 44 minutes - 30.7 MBThis week’s podcast is about economies of scale - and why it is still the standard strategy. Especially in specialized areas and niche markets. You can listen to this podcast here or at iTunes and Google Podcasts. ----- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) From the Concept Library, conce...
Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (134)
August 05, 2022 14:00 - 42 minutes - 29.3 MBThis week’s podcast is about the human capital part of the digital operating basics. Specifically, DOB5: Leadership and management and DOB6: People, Culture and Teams. Middle Eastern retailer is a good example of a company that has been focusing on this area. You can listen to this podcast here or at iTunes and Google Podcasts. —–– Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo...
The 5 Important Concepts of Web3 (133)
July 27, 2022 21:00 - 53 minutes - 36.8 MBThis week’s podcast is about web3 strategy and business models. It's a big confusing and still evolving space. But I think there are 5 really important concepts to understand (in terms of strategy). You can listen to this podcast here or at iTunes and Google Podcasts. —–– Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strat...
Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (132)
July 18, 2022 18:00 - 49 minutes - 34.2 MBThis week’s podcast is about Walgreens and Ping An Good Doctor. Both are using digital tools to create entirely new business models in healthcare. And both look like they have real strengths, if successful. I also mention CVS health. You can listen to this podcast here or at iTunes and Google Podcasts. —–– Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going...
Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (131)
July 07, 2022 18:00 - 46 minutes - 32.3 MBThis week’s podcast is about rate of learning as a concept. That is the digital version of what was originally called the learning curve and the experience effect. Rate of learning has gone from an important idea in production-intensive products to a digital requirement. But the key question is when does rate of learning become a competitive advantage? This podcast is my answer. You can listen to this podcast here or at iTunes and Google Podcasts. —–-- Related articles: Why I Really Like...
What Xiaomi Can Learn About Strategy from Apple and Amazon (130)
June 29, 2022 09:00 - 46 minutes - 32.2 MBThis week’s podcast is about Xiaomi and ongoing strategy changes and moves. This is a good case for my 6 levels of digital competition. It takes apart the situation fairly effectively. And Apple and Amazon provide good counter-examples. You can listen to this podcast here or at iTunes and Google Podcasts. —– Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Goin...
Get Ready for Alipay+ and Ant Group 2.0 (129)
June 21, 2022 15:00 - 44 minutes - 30.6 MBThis week’s podcast is about Alipay+, which is Ant's new international payment initiative. But it is also about the return of Ant Group after 2 years in restructuring. I call that Ant 2.0. You can listen to this podcast here or at iTunes and Google Podcasts. ——– Related articles: Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update) Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update) F...
Why GE Failed in Digital (For Now) (128)
June 12, 2022 12:00 - 45 minutes - 31.5 MBThis week’s podcast is about GE and their big digital transformation initiative from 2011-2018. However, I am not a GE expert by any stretch. I am just presenting a very simplified version of their digital initiatives (from case studies) for a discussion about digital transformation. You can listen to this podcast here or at iTunes and Google Podcasts. Here's my playbook for the digital transformation of an incumbent. 70% Digital Operating Basics 25% Moats 5% Tactics ——– Related arti...
Can Elon Musk Fix Twitter and Save Civilization? (127)
June 03, 2022 07:00 - 47 minutes - 32.7 MBThis week’s podcast is about Elon Musk's attempted purchase of Twitter. But it is really about how the control and curation of information flows how become a key issue in the digital age. The lack of effective curation at scale has become a major problem in society. Elon Musk may be the person to finally fix this. You can listen to this podcast here or at iTunes and Google Podcasts. ——-- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia ...
Two Frameworks for Predicting Tech Disruption (126)
May 24, 2022 05:00 - 50 minutes - 35.1 MBThis week’s podcast is about digital disruption. It's a big and difficult topic for management teams. And it usually leads to discussion about innovation. Here are 2-3 frameworks for how to think about it. Correction: I said Daily Mail in the podcast. I meant Daily Journal. You can listen to this podcast here or at iTunes and Google Podcasts. Andreesen-Horowitz's 4 Stages of Disruption Disruption of incumbent Rapid and linear evolution Appealing convergence Complete reimagination My ...