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A 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.comTo 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.
The podcast The Tech Strategy Podcast is created by Jeffrey Towson. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
This week’s podcast is about my visits to Xiaomi and Horizon Robotics.
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 our Tech Tours.
Lessons from Xiaomi
Lessons from Unitree
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about WeRide. And about real-world AI.
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 our Tech Tours.
Major Factors:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when coming out of China.
I am also trying to figure out how ecosystems of developers can become strengths for business. Especially when amplified by 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 is the link to our Tech Tours.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple.
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 our Tech Tours.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about what businesses should know about AI Agents.
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 our Tech Tours.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about the recent wave of Chinese tech companies that is shocking Western businesses and politicians.
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 our Tech Tours.
The mega-trends that matter here are:
Here is DeepSeek. You can try it for free here:
And you can try Alibaba's Qwen here.
You can try Kling AI here.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Alibaba.
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 our Tech Tours.
Here are the 4 engines:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about economies of scale.
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 our Tech Tours.
Here are the 5 things everyone gets wrong:
1 - Not breaking economies of scale into its multiple types
2 – Overlooking the Negative Impact of a Non-Circumscribed and / or High Growth Market
3 – Not Understanding Minimum Efficient Scale, Indivisibility, and Scale Differentials
4 - Impact of Digital Disruption
5 – The Need for Demand Side Competitive Advantages
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about my visit to Trip.com in Shanghai.
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 our Tech Tours.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Threads (Meta Facebook) vs. X (Twitter).
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 our Tech Tours.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about my interview with Dongliang Guo, Head of International at Alibaba Cloud.
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 our Tech Tours.
Here are my 3 take-aways:
Cheers, Jeff
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is my playbook for Extreme Personalization. And how generative AI can supercharge never-ending customer improvements.
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 our Tech Tours.
Here is more on 4 stages.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is what I learned about ecommerce from my visits to China's leading players.
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 Tours.
Lesson 1: GenAI Is accelerating and intensifying the fight for attention and ecommerce
Lesson 2: Cross-Border ecommerce is a big opportunity that is growing. Chinese companies are leading.
Lesson 3: Discounts and promotions are still king in ecommerce. Ctrip is awesome at this.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about how Cainiao is expanding internationally with smart logistics.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about why I like beauty ecommerce. And beauty tech.
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 Tours.
There are five points.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about personalization and never-ending customer improvements. This is a key operating activity. And sometimes it is a digital marathon that can create an operating advantage.
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 the 4 steps to start personalizing.
Here are the 6 types of customers (from BCG).
Here are the 4 stages of extreme personalization and customer improvements.
Stage 1 - Personalization Marathon
Stage 2 - Repeat and Retain Machine.
Stage 3 - Surround Customers with Value. Add complementary services. Bundles. Consumption ecosystems.
Stage 4 - Build a Moat
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects. Digital tools are making tribal and belief network effects more sophisticated, surgical and powerful.
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.
Point 1: Digital is super-charging consumer products, experiences and behaviors. Especially when it is about psychology and emotion. And not just utility.
Point 2: The most powerful version of digitally supercharged consumer products rise to the level of share of the consumer mind. A competitive advantage.
Point 3: Products / services are increasingly being boosted by a degree of connectivity. This is usually described as community. Or interactivity.
Point 4: Tribal and belief behavior can have a big impact on consumer experience. Sometimes rising to the level of SCM.
Point 5: Tribal (shared identity) and shared belief behavior can increase retention. Sometimes rising to the level of Switching Costs.
Point 6: Tribal (shared identity) and shared belief behavior can Sometimes rising to the level of Network Effects.
Final Point: Digital tools are making tribal and belief effects more sophisticated, surgical and powerful. That is why it is showing up in everything.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about network effects. And my 6 questions to look for.
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 the 4 network effects questions:
Here the 4 network effect effects:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
Photo is AI generated
This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space.
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 is the interview with Jonathan Haidt. And his book the Righteous Mind: Why Good People Are Divided by Politics and Religion
Here are the 5 lessons:
Lesson 1: High Frequency Video MTV Was More Powerful Than Long-Form TV Stories
Lesson 2: Digital-First Netflix Crushed Cable TV with Selection, Price, and Convenience
Lesson 3: Interactive YouTube and Streaming Was More Powerful than Passive Videos
Lesson 4: TikTok Trumped Netflix Using “Endless Dopamine”
Lesson 5: Machine Learning-Centric Video TikTok Was Also Superior for Consumers and Creators
Here are the 5 mentioned content types
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
Photo is AI generated
This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue.
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 the three lessons:
Lesson 1: Don’t get seduced by stories and cool business models.
Lesson 2: You live and die with the customer. Bitcoin + Coinbase was a 10x solution to a massive problem.
Lesson 3: You can’t disrupt the government. Or State Owned or State-Directed Enterprises. Unless they approve.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory.
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 is the interview with Travis on the All in Podcast about this business.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
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.
Here is a past article on this.
This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces.
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 some factors to consider when assessing the bargaining power of buyers.
Here are some factors to consider when assessing competitive rivalry.
Here are some factors to consider for New Entrants.
Here are some factors to consider for assessing the Threat of Substitutes.
Here are some factors to consider for Supplier Power.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service.
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.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors.
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 our management sessions with the latest consumer-facing innovations by China’s digital leaders (here).
Here is the link to the Tech Tour.
Correction: In the podcast, I talked about Jake Paul being a Pokemon fan. I meant Logan Paul.
Here’s my summary of Pop Mart in one graphic.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
Today’s podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn’t.
This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy.
Ashley (www.ashleydudarenok.com) is a naturalized Chinese serial entrepreneur, award winning digital expert and book author, recognized by Thinkers50 as a “Guru on fast-evolving trends in China”. Ashley and her team help world's top companies and brands to learn for and from China. She’s also a sought after professional speaker covering topics around customer centricity, the future of retail, technology in action. Ashley is the author of 11 books on digital China.
Here are some contact links:
It was a fun discussion with quite a few valuable lessons.
Here is an article summarizing my 5 lessons from the conversation.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about HubSpot and the really cool aspects of its 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 Tech Tour.
Here are the 5 things I like about the business model:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Salesforce and how generative AI is going to impact its business.
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 3 working conclusions.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent).
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 the 3 steps of the digital attacker strategy.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Constellation Software. And their approach to software investing.
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.
On the Constellation webpage, they actually list their criteria for both “exceptional” and “good” companies. Here’s what they say.
Constellation is an interesting company to follow if you invest in tech companies. Just follow their transactions. They do lots of them and you can learn a lot.
Cheers, Jeff
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't.
Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology.
After years of struggle as a small ecommerce site, Alex pivoted to beauty and skin care products in 2019. And then grew rapidly to $10M in revenue in ten months. And within 3 years, Depology had grown to $20M in sales.
That's awesome. I talked with Alex about how they did it. What growth tactics worked? Which didn't?
It was a fun discussion with quite a few valuable lessons. Plus, it's great to see a former MBA student of mine doing so well.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out.
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 is the link to the All In Podcast mentioned. The Microsoft discussion happens at 1 hour and 3 minutes.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive advantages).
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is Step 2 in my playbook for CEOs and investors in Generative AI.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about iQIYI's tech strategy.
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.
Cheers, Jeff
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons.
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.
My lessons are:
Cheers, Jeff
This week’s podcast is about Alibaba and what they are doing in Generative AI.
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.
Cheers, Jeff
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about two interesting parts of the new GenAI Tech Stack.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203.
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. Which has the details for the Beijing Tech Tour.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla.
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.
The 3 EV business models are:
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This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1.
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.
Key points:
Point 1: Operating performance and structural advantage are separate parts of strategy and management.
Point 2: But they are also linked. By a select list of capabilities, resources, and assets (CRAs)
Point 3: Operating activities create and maintain CRAs, which can be tangible and intangible.
Point 4: Sometimes CRAs can manifest as competitive advantages and barriers to entry.
Point 5: CEOs need to identify moats. And then chart a path of critical CRAs to build and rebuild them.
McKinsey’s Framework for Intangible Assets
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader.
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 four pillars:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions".
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China's AI leader.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into Alibaba Cloud, a leading provider of cloud and intelligence services. They recently had an AI and Big Data Summit in Singapore.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into Automatic Data Processing (ADP), a leading provider of software and services for human resources.
ADP is a company that is surprisingly well positioned to use AI to better manage human capital and build non-human workforces.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into Etsy. And how it is leaning into the creativity and human connection aspects of marketplaces.
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 my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.
Here are the mentioned articles and podcasts:
Etsy and How to Predict the Winners in Specialty Ecommerce (Tech Strategy – Daily Article)
Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (Tech Strategy – Podcast 97)
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is a deep dive into Facebook Meta. And how I break down the business model and the key factors.
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.
The 5-6 factors mentioned are:
Photo by Brett Jordan on Unsplash
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into BYD. And about how Chinese manufacturers go international.
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 article on the AI influencer.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
Photo by P. L. on Unsplash
This week’s podcast is a deep dive into Verisign, Inc (Nasdaq: VRSN). It focuses on the biggest factors for the future of the company.
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.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is Part 1 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages.
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 our China Tech Tour.
Key points:
Point 1: Operating performance and structural advantage are separate parts of strategy and management.
Point 2: But they are also linked. By a select list of capabilities, resources, and assets (CRAs)
Point 3: Operating activities create and maintain CRAs, which can be tangible and intangible.
Point 4: Sometimes CRAs can manifest as competitive advantages and barriers to entry.
Point 5: CEOs need to identify moats. And then chart a path of critical CRAs to build and rebuild them.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is a deep dive into Salesforce, Inc. It focuses on the biggest competitive strengths of the company.
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 comments by Eddie Wu at Alibaba:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is part two of a deep dive into Arm Holdings. About how China and AI are external factors impacting its future trajectory.
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.
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Photo by Vishnu Mohanan on Unsplash
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is part of a company deep dive into Arm Holdings.
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 my summary of the 4 big digital concepts behind Arm Holdings:
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is Part 2 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation.
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 my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking):
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is Part 1 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation.
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 my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking):
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is an introductory explanation to Rate of Learning (and Adaptation). This is an increasingly important concept in digital strategy.
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.
Big tech events from this week:
Photo by Tim Mossholder on Unsplash
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about Singles Day, which is coming up fast. Lots of stuff gets reported. But I am looking for 3 main things.
1: What is the fastest growing and most innovative frontier of ecommerce?
2: What are the big new bundles for consumers and the new products / services for merchants?
3: How did the company do in the stress test?
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about 5G and 5.5G (also called 5G-Advanced). This is a short-list of scenarios where they are going to have a big impact.
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 5 scenarios:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about digital and AI 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.
Here is the podcast mentioned.
—–--
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about Huawei's new AI tech stack, which is impressive in its ability to provide end-to-end solutions. Also their new "All Intelligence" Strategy.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about my interviews with Lazada CEO James Dong and CTO Howard Wang. Here are my 3 three take-aways.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
————
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about the high profile events at both Apple and Huawei in China this month. Here’s my breakdown on what it means.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-----------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about some big moves at JD.com - especially their big strategic move to go after the low-cost market of China. Here's my breakdown on what it means.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This week’s podcast is about the current hyper-politicization of all things China. It's my take for assessing what it means.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
--------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about digital transformation, which is a long-term and complicated effort by established companies. This podcast is about what really matters.
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.
Here are the three rules:
Rule 1: The Need for Speed
Rule 2: Intangibles - You Need Invisible Engines to Win
Rule 3: Leadership – Everybody Falls the First Time
Here are the 4 intangible assets mentioned.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
—--–------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is about my visit to Ant Group.
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.
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about digital / information economics.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week's podcast is about my visit to iQIYI. And what I think is coming next for video entertainment under major digital disruption.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
--------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This week’s podcast is about the recent launch of Threads, Meta's clone of Twitter.
My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters.
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——--
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
---------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This 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:
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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-----------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This 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 TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This 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 Experience (DOB2)
Here are the tools I use all day long:
Other tools I am experimenting with:
---—–
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
Note: 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.
This 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:
My (working) conclusions are:
-—–
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
--------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
Note: 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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This 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:
—–---
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
Note: 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.
This 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-border. Little need for localization and/or local services.
3. It build on advantages. Or the business builds competitive advantages and entrenches rapidly.
—–
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
Note: 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.
This week’s podcast is about why Americans must protect 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 link to the TechMoat Consulting.
Here is the link to the China Tech Tour.
Here is the statement by TikTok CEO Shou Zi Chew.
Here is Glenn Greenwald's System Update
——--
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
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Related articles:
From the Concept Library, concepts for this article are:
This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
--------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———–
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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
——---
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risk
This 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:
5 Winners in Generative AI
2 Likely Losers in Generative AI
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Related articles:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-------
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
Note: 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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
--——
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
This 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.
——
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write, speak and consult about digital strategy and transformation.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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:
Most of this is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books:
Most all sustainable growth is based on 1-2 strong cores.
Six growth adjacencies:
How to assess an adjacency move:
Digital adjacencies are moderate, relentless expansions versus big trees.
——-
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write, speak and consult about digital strategy and transformation.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Inves
This 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.
Cases of purchasing economies
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
----------
I write, speak and consult about digital strategy and transformation.
This content (articles, podcasts, website info) is not investment, legal or tax 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. This is not investment advice. Investing is risky. Do your own research.
This 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.
Here are cloud business models I like:
———-
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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:
----------
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
--------
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
Note: 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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
Note: 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.
This 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.
—----
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——--
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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.
---—-
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
---——
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
Note: 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.
This 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:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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.
-----
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
Note: 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.
This 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.
—––
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-------
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-------
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
---------
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
Note: 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.
This 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.
——–
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This 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
My standard disruption questions:
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host US-Asia Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
This week’s podcast is about Amazon's competitive advantages. We can see clearly growing moats in ecommerce. But increasing competition is revealing the lack of defenses in video streaming. Netflix has the same problem.
You can listen to this podcast here or at iTunes and Google Podcasts.
The mentioned graphics are here.
——
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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.
This week’s podcast is about Amazon vs. Alibaba and Pinduoduo. There are some important strategy differences between the ecommerce leaders in the US and China.
You can listen to this podcast here or at iTunes and Google Podcasts.
——
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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.
This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek).
You can listen to this podcast here or at iTunes and Google Podcasts.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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.
This week’s podcast is about combining two previously covered topics: growth and the digital operating basics. This can be surprisingly powerful.
You can listen to this podcast here or at iTunes and Google Podcasts.
Most of the growth thinking is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books:
He argues most all sustainable growth is based on 1-2 strong cores that continually adapt.
Then add growth adjacencies. To assess an adjacency move:
Growth + DOB can sometimes get you the dream scenario:
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
—–-
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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.
This week’s podcast is about how web 3.0 is creating three types of marketplaces:
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
—–-
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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.
This week’s podcast is about customer capture as a competitive advantage. And how digital is really changing this type of moat.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
---------
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Nike in China. But it really about how you win as a participant in large platform businesses in ecommerce and social media.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-------------
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about web 3.0. I view most successful web 3.0 companies like Coinbase as platform-protocol hybrids.
You can listen to this podcast here or at iTunes and Google Podcasts.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-------
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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.
This week’s podcast is about Nubank, Brazil's rapidly rising digital bank.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
Here are my 5 predictions for Nubank 2.0
#1: Nubank Could Offer Asset-Lite Credit Services
#2: Nubank Could Create a Complementary Marketplace Platform for Investment and Insurance Products
#3: Nubank Will Go Cross-Border and Offer a Growing Suite of Financial Services Products
#4: Nubank Could Launch Mini-Programs within the Payments App
#5: Nubank Could Externalize Financial Cloud Services
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–——
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
Note: 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.
This week’s podcast is about Barriers to Entry, which is one of my 6 levels of competition.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
Most of my favorite businesses have key operating assets that can’t be easily built, bought, or transferred. This turns out to be an interesting list. Think about:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-———
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
Note: 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.
This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It's a fascinating company for looking at the evolving business models of AI software. The two big questions are:
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
I break the network effects question into three sub-questions:
My working for conclusions are:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-------
I write and speak about digital competition and China / Asia’s leading 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.
This week’s podcast is about my discussion with Abel Deng, the CEO of Huawei Thailand. And about how the next generation of digital infrastructure is developing in SE Asia.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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This week’s podcast is about Snowflake and Confluent. But the main topic is how to think about coordination, collaboration and standardization (CCS) platform business models. And the 4 types of these platforms.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
I’ve now started breaking this into 4 sub-types of CCS platforms. They are:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
----------
I write and speak about digital competition and China / Asia’s leading tech companies.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about the external view and the importance of base rates. Berkshire-invested Kroger supermarkets is a good example of a company that can really be viewed externally.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:
Common metrics for base rates:
Here is the McKinsey book Beyond the Hockey Stick.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital competition and China / Asia’s leading tech companies.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about ANE Logistics, which is a compelling business model for digitizing and consolidating less than truckload logistics in China.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book (released December 1):
My questions for ANE Logistics:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-———-
I write and speak about digital competition and China / Asia’s leading tech companies.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is Brazilian Stone Company (STNE), the Berkshire Hathaway-invested payment platform that has fallen in share price by +80%.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book (released December 1):
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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This week’s podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example of a specialty B2B play.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book (released December 1):
Here are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.
Here are my 5 questions (thus far) for assessing the viability of a specialty enterprise company.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
----------—-
I write and speak about digital competition and China / Asia’s leading 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.
This week’s podcast is about Alibaba and Singles' Day. Just my thoughts on what really matters.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book (released December 1):
My list of 7 things people are getting wrong about Singles' Day:
Here are the Digital Operating Basics.
Here is the Alibaba slides for adding value to merchants.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-------
I write and speak about digital competition and China / Asia’s leading tech companies.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is more about Snowflake, the “data ecosystem” company. And how multiple companies are competing to create the standards and architecture for cloud services.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book (released December 1):
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-----------
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Snowflake, the "data ecosystem" company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book (released December 1):
A summary of the Digital Operating Basics:
Here is a previous podcast on that.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
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.
This week’s podcast is about core vs. adjacency growth. This is a good framework for thinking about growth in digital businesses.
You can listen to this podcast here or at iTunes and Google Podcasts.
Most of this is a summary of work by Chris Zook at Bain's strategy practice. I am citing the books:
Most all sustainable growth is based on 1-2 strong cores.
Six growth adjacencies:
How to assess an adjacency move:
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Related articles:
From the Concept Library, concepts for this article are:
——-
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a digital world.
You can listen to this podcast here or at iTunes and Google Podcasts.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
------------
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about growth and how it relates to value and valuation. ROIC vs. RONIC is an important part of separating past and continuing value.
You can listen to this podcast here or at iTunes and Google Podcasts.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about how to apply DCF in valuations of digital companies.
You can listen to this podcast here or at iTunes and Google Podcasts.
For the tennis ball story and DCF details, here are the slides.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Hillhouse Capital and how they are buying and digitizing Chinese and increasingly Asian companies. I talk about their deals with Belle and Gree.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking):
The picture I use to summarize Value Point is shown here.
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——-
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is my second on Ram Charan’s new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking):
—–
Related articles:
From the Concept Library, concepts for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Ram Charan's new book "Rethinking Competition Advantage". I think it has a lot of great insights about the basics of digital operations. But not much about competitive advantage.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my interpretation of the book's digital operating basics:
—–
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about assessing specialty ecommerce companies (i.e,. the anteaters) vs. the ecommerce giants (i.e,. the lions). Which will survive? Which will thrive?
You can listen to this podcast here or at iTunes and Google Podcasts.
Here are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.
Here's my assessment of various specialty ecommerce companies:
——--
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
---------
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about the recent political issues around China tech and Alibaba in particular.
You can listen to this podcast here or at iTunes and Google Podcasts.
——
Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Ctrip, Didi and their current situation as subscale services marketplaces in China.
You can listen to this podcast here or at iTunes and Google Podcasts.
4 Reasons Didi and Ctrip should merge:
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
------
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here is the marketing material for OShares OGIGX.
Here is the Standard Digital Playbook:
That playbook is all about building a digital business on the demand side. It is about identifying a big opportunity and then systematically improving the consumer experience and going after related consumer problems.
However, this also usually results in negative operating profits until sufficient scale is reached. The gross profits are positive but the operating profits are negative. Often for a long time. However, with increasing scale the operating leverage eventually kicks in and the big profits are revealed.
Here is a list for the Digital Basics:
——-
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Ways to profit from State involvement:
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
--------
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about political risk in China tech, but really it is about how to think systematically about the role of the State. And about making investment decisions on uncertain terrains.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here are five investment approaches to uncertain environments.
How to assess the role of the State and political risk:
About Giants, Dwarves and the State. See my webpage link.
----
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
--------
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Warren Buffett and combining competitive advantage with compounding.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Slides are on my webpage.
—–—
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From the Concept Library, concepts for this article are:
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-------
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Dingdong, a specialty ecommerce player in China focused on fresh groceries. It has gone public while still operating profit negative - but brings to mind a similar situation with Meituan at IPO.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
—–---
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Full Truck Alliance, a B2B marketplace platform for freight and cargo. There are a lot of lessons on the difficulties and complexities of matching, pricing and network effects for more complicated services.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here are the pages from the F-1 filing I mentioned.
Questions for simple network effects:
Questions for complicated network effects:
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From the Company Library, companies for this article are:
-----------
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Skillz and Electronic Arts. There are some interesting and evolving strategy aspects to gaming - especially as it goes to multiplayer and tournaments. And as Skillz opens up tournament gaming based on cash rewards, the question is how far into gambling is this going to go?
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Addiction by Design: Machine Gambling in Las Vegas
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———
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Didi's upcoming IPO. They have released their numbers and it shows market dominance but operating losses. This is my explanation for what is happening. And what their strategic plan means.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
How I breakdown:
Questions for network effects:
—–---
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From the Concept Library, concepts for this article are:
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---------
I write and speak about digital China and Asia’s latest tech trends.
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.
This week’s podcast is about separating networks (an asset) from platforms (a business model) from network effects (a phenomenon). And the three standard types of network effects.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
I put network effects into 3 types:
I put networks into 3 types:
——–
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From the Concept Library, concepts for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
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.
This week’s podcast is about "criticality" as a type of switching cost. And specifically about Wabco, one of Warren Buffett's companies that has fairly powerful B2B criticality.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
——–
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From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write and speak about digital China and Asia’s latest tech trends.
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.
This week’s podcast is about how traditionally great logistics businesses like DHL and JD Logistics are doing major digital upgrades. It's a big unknown but it all looks pretty attractive.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
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.
This week's podcast is about the US-China DTC retailer Shein, which has rocketed upwards in the past months. Analysts are starting to pay close attention - but consumers have been noticing this company for a while.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The mentioned article by Packy McCormick and Matthew Brennan is Shein: The TikTok of Ecommerce.
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———–
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This podcast is about Alibaba's 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a "product / service + commerce infrastructure" business. And whether ByteDance can break into Chinese ecommerce with an "attention + mini programs strategy". It's really a cool and important question.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The cited Alibaba presentations are here:
The cited Bloomberg article on ByteDance is here:
The cited quotes from Alibaba are below. And at my webpage.
“During the past fiscal year, we made significant progress on our three key strategies, namely domestic consumption, globalization and cloud computing. Such progress demonstrated the tremendous power of Alibaba’s digital commerce infrastructure as well as our long-term commitment to invest for the future and to create value for our consumers, merchants and partners through innovations. ”
"We believe the key to unlocking the full value of the community marketplace model is not only about the standalone P&L of the business but also about the overall efficiency and servicing capabilities of the entire commerce platform where the business sits, and we believe the latter can generate far greater value than the former. Alibaba has the most sophisticated and efficient commerce infrastructure in China, with the most comprehensive product and service offerings to serve consumers of diverse segmentation and demands."
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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This podcast is about the super cool economics of Adobe Inc. And how they capture the economics of digital by also building strong competitive moats. In Adobe's case, it's mostly network effects and bundling.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The digital economics terms cited are:
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Related articles:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
-----------
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
Competitive advantages can be build on the demand and the supply side. And advantages on the demand (i.e., revenue) side are usually about customer capture in some form. One general category for this is when a company captures a "share of the consumer mind."
In this talk, I go into how some companies do this for their own benefit. And against the interests of the consumer. I call these types of competitive advantages "evil moats".
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here are the books and articles I mentioned:
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
——–
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about online-merge-offline (OMO) platforms. A business model that is just emerging in China. I talk about Sun Art Retail and Beike / Lianjia as examples.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here is the BCG article I mentioned.
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
—-
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about the current political risks around Alibaba. But also about the very important concept of Worst Case Scenario.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here is the Harvard Business Review case about Viva Macau.
Here is the book I mentioned, Dead Companies Walking by Scott Fearon.
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-—-
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about how to think tactics that generate short-term growth and results. And we see these coming out of China all the time. In particular, I talk about how Pop Mart used blind boxes. How Joy Spreader and Ruhnn Holding used influencer marketing. And how everyone is using community group buying.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here is the CBS talk with Li Lu.
Three questions for when you are thinking about tactics resulting in high-growth:
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
----------
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Baidu and its key strategic questions:
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The mentioned slides are here.
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
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.
This week’s podcast is about my investment checklist. Which is really just 9 questions. Shown below.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Charlie Munger’s Speech on the Psychology of Human Misjudgment. Located here.
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is Fiverr and their classic approach to building a marketplace platform (for freelance services). I don't go into it too much but I thought it was a good example of a common playbook for venture capital-backed early stage companies.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Andreesen Horowitz listed 4 types of competitive advantages:
My competitive pyramid is here.
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Huawei’s big operating system initiative. It’s the first serious challenge to Android’s global dominance. And how to break-in with a new ecosystem is a fascinating question.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Types of platforms:
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Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about JD Central in Thailand. I had an interesting visit and interviewed the CEO. And it raises a bigger point of whether China's ecommerce giants can or will go international?
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The McKinsey & Co article I mentioned is here.
Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about JD Logistics. It's an interesting case of a capability becoming a service business. And maybe a new type of ecosystem.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
———-
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The advantages for Coupang I mentioned are:
Here are the quotes I mentioned from the IPO filing (see webpage)
Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about revenue scale and operating leverage in traditional companies vs. software vs. AI. And these things can be really different. Especially software vs. AI.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here are the three factors I mentioned that interact for operating leverage:
Here are the books I mentioned:
Related podcasts and articles are:
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 7, with a focus on:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about Roblox and the question of whether this media type will really take off. And I argue this is an interesting evolution of the audience-builder platform.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Here is the article I mentioned:
Related podcasts and articles are:
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 4, with a focus on:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about network effects. And I argue they are actually three effects at the same time. Plus some stuff about So-Young's marketplace for services.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The 3-4 types of effects with network effects are:
Here is the article I mentioned:
Related podcasts and articles are:
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 7, with a focus on:
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is about some of the bigger strategic initiatives at WeChat. Specifically mini programs, search, mini games and WeChat Work.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles are:
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 7, with a focus on:
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 on the strategies of 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.
This week’s podcast is my third on the well-known 7 Powers framework by Hamilton Helmer. I go through the last 4 of his 7 powers.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
His fundamental equation of value is:
Value = M0*g*s*m = market scale * power
His break-down of branding is that it evokes positive emotion, leading to increased willingness to pay.
His break-down of cornered (or scarce) resource is that it must be sufficiently potent to drive high-potential, persistent differential margins (m>>0), with operational excellence spanning the gap between potential and actual. He has five screening tests for cornered resource:
Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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I write and speak about digital China and Asia’s latest tech trends.
This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
His fundamental equation of value is:
Value = M0*g*s*m = market scale * power
His break-down of economies of scale is:
His break-down of switching costs is:
I also cited the 4 terrains from BCG: See here
Related podcasts and articles are:
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 4, with a focus on:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of 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.
This week’s podcast is on the well-known 5 Forces framework by Michael Porter. I go through some of its limitations and where I think it works best.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Michael Porter's 5 Forces:
My 4 problems with this are:
Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
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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 on the strategies of 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.
This week’s podcast is on the well-known 7 Powers framework by Hamilton Helmer. I go through some of its limitations and where I think it works best.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Hamilton Helmer's fundamental equation for value creation and capture
Value = M0*g*s*m = market scale * power
Hamilton Helmer's 7 Powers:
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 7, with a focus on:
——–
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 on the strategies of 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.
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:
——–
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.
Tesla vs. Nio and why first mover advantage is not as awesome as everyone thinks. At least not in tech.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Advantages of first mover in tech can include:
Disadvantages of first mover in tech can include:
Related podcasts and articles:
Concepts for this class.
Companies for this class:
This is part of Learning Goals: Level 7, with a focus on:
——–
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.
This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some impact on how you would value it going forward.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The mentioned presentation by NYU Professor Damodaran is here.
The mentioned factors for Airbnb were:
Related podcasts and articles:
Concepts for this class.
Companies for this class:
This is part of Learning Goals: Level 5, with a focus on:
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is on innovation, which often is discussed in fuzzy terms. I present some of the better language used to discuss this topic. And I present some frameworks from McKinsey and Professor Melissa Schilling (NYU).
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The slides mentioned are below.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This week’s podcast is more about the fuzzy idea of ecosystems, which I call the new collaboration-based business business models. We have clear frameworks for pipelines and platforms. And linked business models and complementary platforms. I summarize some of the thinking by Peter Williamson, Michael Jacobides and BCG's article The Emerging Art of Ecosystem Management.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
Correction: I had Michael Jacobides' name incorrect throughout this episode. My apologies. Podcasting while sick may not have been my best idea.
This week's podcast is about starting to take apart the fuzzy idea of ecosystems. We have clear frameworks for pipelines and platforms. And linkedin business models and complemntary platforms. But the ecosystem term is better thought of as collaboration-based industries and business models. I summarize some of the thinking by Peter Williamson, Michael Jacobides and BCG.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The slides mentioned are below.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
--------
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This podcast is more about the strange but important economics of digital. And on how digital economics can impact well-established competitive advantages like economies of scale. This is a continuation of Podcast 53.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
These are my predictions for the biggest trends in digital China / Asia for 2020-2030. They are all underway already. And most of them are unique to China / Asia - so I don't think we will see them elsewhere.
My prediction is:
In 2020 – 2030, China / Asia will become the world's largest and most innovative digital ecosystem - with unmatched infrastructure and capabilities.
And these the 5 trends I am watching for:
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This podcast is more about the strange but important economics of digital. And on pricing, in particular. It is becoming increasingly complicated with bundling, switching costs and platform business models.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
Matthew Brennan has published:
\
It's a great read, with lots of interesting ideas about how to fight for attention. And how to manage information flows in a world overflowing with content and ideas.
The slides mentioned are below and here.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
At Alibaba’s Investor Day, CEO Daniel Zhang outlined 11 growth stratgies. Five were under Alibaba Cloud (Aliyun). These are the early days of cloud and, likely, a new paradigm for computing and connectivity. It's chaotic and unclear. But Alibaba is very well positioned to win big.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The mentioned slides are below.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
At Alibaba's Investor Day, CEO Daniel Zhang outlined 11 growth strategies. Five were under Domestic Consumption. The question for this class is which is the most effective of these? Which is most likely to succeed and move the needle?
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The choices are:
The mentioned slides are here.
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This is Part 3 in a three part series about Ant Group / Ant Financial. In this part, I talk about how sustained innovation is the primary strategy for maintaining their competitive advantages.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 5, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This is Part 2 in a three part series about Alibaba and Ant Group. The focus was on Alibaba's ability to continually adapt to new markets, consumer behaviors, technologies and opportunities. The idea of adaptability and innovation are increasingly discussed as key competitive abilities. Part 1 is here.
To investigate that, I spoke with Martin Reeves, who is Chairman of the BCG Henderson Institute. And has long written about adaptability and rate of learning as critical parts of strategy. Here is his summary from the BCG website:
"Since joining BCG in 1989, Martin has led a broad range of strategy assignments in the Financial Institutions, Consumer Goods, Industrial Goods and Health Care sectors. He has particular expertise in the areas of adaptive strategy, strategy for multi-business systems, sustainability strategies, ecosystem strategies, collective learning and innovation, corporate vitality, and trust."
Specifically, we spoke about his paper with Ming Zeng about Alibaba as a self-tuning enterprise. Although we did go off to other ideas pretty quickly. The main question was how Alibaba had been so successful for two decades in business after business.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 8, with a focus on:
Concepts for this class.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers
This is Part 1 in a three part series about Ant Group. And my basic argument is Ant is well positioned to disrupt and potentially revolutionize financial services.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 5, with a focus on:
Concepts for this class. The slides discussed in the podcast are located below and correspond to the 4 ideas below.
Companies for this class:
Graphics mentioned are located at my website.
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This is Part 2 about Pinduoduo and the idea of interactive / engagement-driven ecommerce.
In Part 1, I discussed a recent whitepaper with its authors Elliott Zaagman (co-host the China Tech Investor podcast and a research and communications professional focused on China) and Matthew Brennan (Managing Director of the China Channel.)
Their whitepaper on Pinduoduo and interactive commerce is available at China Channel or can be downloaded directly here (Interactive Ecommerce Whitepaper 2020.08.10.)
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
The 5 choices for explaining Pinduoduo’s success are:
Related podcasts and articles:
This is part of Learning Goals: Level 7-8, with a focus on:
Concepts for this class. The slides discussed in the podcast are located below and correspond to the 4 ideas below.
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This is Part 1 about Pinduoduo and the idea of interactive / engagement-driven ecommerce. Our guests for this podcast were Matthew Brennan and Elliott Zaagman.
Elliott Zaagman is co-host the China Tech Investor podcast and a research and communications professional focused on China.
Matthew Brennan is Managing Director of the China Channel.
We discuss their whitepaper on Pinduoduo and interactive commerce, which is available at China Channel.
The 5 choices for explaining Pinduoduo’s success are:
Related podcasts and articles:
This is part of Learning Goals: Level 7-8, with a focus on:
Concepts for this class:
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
This is part 2 about Xiaomi, Meitu and 7 reasons why platforms / ecosystems succeed or fail. Part 1 is here.
You can listen here or at iTunes, Google Podcasts and Himalaya.
7 reasons why ecosystems (and platforms) fail (by BCG):
Cited in this talk:
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class:
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
In this class, I talk about why platforms fail and do an introduction to ecosystems vs. platforms.
You can listen here or at iTunes, Google Podcasts and Himalaya.
Cited in this talk:
Related podcasts and articles:
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class:
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
In this class, I talk Tencent's recent purchase of Sogou. And go through more digital and information economics.
You can listen here or at iTunes, Google Podcasts and Himalaya.
This is part of Learning Goals: Level 7, with a focus on:
Related podcasts and articles:
Concepts for this class:
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
In this class, I talk about networks. And some of their strengths and weaknesses.
You can listen here or at iTunes, Google Podcasts and Himalaya.
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
In this class, I talk how to fairly basic platform business models (Shopee, Lazada) compete. As the capabilities and strategies are similar this is mostly about operational performance and management over time.
You can listen here or at iTunes, Google Podcasts and Himalaya.
This is part of Learning Goals: Level 6, with a focus on:
Concepts for this class:
Companies for this class:
———-
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: 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.
In this class, I talk about the role of the state as a key factor in certain industries and countries. This tends to be a fuzzy, uncomfortable aspect when it comes to analysis. But it is fairly common for government to act as both policeman and player. And it can often be easy to predict.
You can listen here or at iTunes, Google Podcasts and Himalaya.
This is part of Learning Goals: Level 7, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, I talk about the difficulty of moving luxury into ecommerce. And how Chinese consumers will likely determine who finally cracks this problem. Secoo and Farfetch are two companies that are on this frontier right now.
You can listen here or at iTunes, Google Podcasts and Himalaya.
Question: Will Farfetch or Secoo win in luxury ecommerce in China? Three factors to consider:
Related podcasts and articles:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, we go through 6 digital superpowers, which is a simple high-level checklist for when digital tools can significantly change the competitive dynamics of a business.
You can listen here or at iTunes, Google Podcasts and Himalaya.
Which of the 6 Digital Superpowers does the company have? If any.
Related podcasts and articles:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, I talk about the share of the consumer mind as a revenue competitive advantage. And how companies like WeChat and TikTok are changing this with digital tools.
You can listen here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, I go into the how digital native education companies like LAIX are challenging traditional companies like New Oriental.
You can listen here or at iTunes, Google Podcasts and Himalaya.
Which of the 6 Digital Superpowers does LAIX have? If any.
Related podcasts and articles:
This is part of Learning Goals: Level 2, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, I go into the increasing dimensions of operational marathons. I call these the SMILE marathon.
You can listen here or at iTunes, Google Podcasts and Himalaya.
SMILE Marathons. Competing every day on which dimensions?
Related podcasts and articles:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, I talk about ways AI and cheap prediction are being used in fashion and apparel. From my interview with Dr. Tao Mei, Vice President of Cloud & AI at JD.com.
You can listen here or at iTunes, Google Podcasts and Himalaya.
Related podcasts and articles:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, I go through some of the basics of Grab, GoJek and Lazada. And the different approaches for capturing local services in SE Asia.
You can listen here or at my webpage.
Which are the most important 1-2 factors for the competition in SE Asia services?
Related podcasts and articles:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
In this class, I talk about my interview with He Xiaodong of JD. And about how chatbots are evolving into conversational AI. Plus the basics of AI economics.
You can listen here or at iTunes, Google Podcasts and Himalaya.
CORRECTION. In this podcast, I mentioned that JD's Smart Customer Service has the personality of a young woman. Xiaodong was actually referreing to Microsoft's Xiaolce. My apologies.
Related podcasts and articles:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about what can be done with Luckin Coffee post-scandal. Should another company or investor buy it?
You can listen here or at iTunes, Google Podcasts and Himalaya.
Who should buy Luckin Coffee? Choose an option.
Related podcasts and articles on Luckin and Heytea:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about Shopee (ecommerce) and Garena (online gaming) in SE Asia - and the complementary platform businesses Sea Limited is building.
You can listen here or at iTunes, Google Podcasts and Himalaya.
The previous articles and books I cite are:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about Ant Financial / Alipay, AI factories and the basics of payment platforms.
You can listen here or at my website for this podcast.
The graphic discussed is shown here.
The previous articles I cite are:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about Meituan and the evolution toward more advanced types of services marketplaces.
You can listen here or at iTunes, Google Podcasts and Himalaya.
What Should Meituan Do?:
The previous podcast on the subject is:
This is part of Learning Goals: Level 4-5, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about networks vs. ecosystems. And how networks have evolved from physical to virtual / digital.
You can listen here or at iTunes, Google Podcasts and Himalaya.
This is part of Learning Goals: Level 4-5, with a focus on:
A lot of the AT&T information comes from the book The Business of Platforms.
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about Lazada, the SE Asia ecommerce champion. And about how it is a good example of how Asia is both at scale and becoming increasingly interconnected.
You can listen here or at iTunes, Google Podcasts and Himalaya.
Podcast on the future of digital is located here.
The McKinsey Global Institute papers about the future of asia are here.
Note: The term emerging markets was coined by Antoine Van Agtmael, author of The Emerging Markets Century: How a New Breed of World-Class Companies Is Overtaking the World
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about my interview with Huawei about their 2019 financial results. And a bit about the disclosure of fraud at Luckin Coffee.
You can listen here or at iTunes, Google Podcasts and Himalaya.
This is part of Learning Goals: Level 3, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about the basics of Didi and the importance of switching costs on the supplier side of the platform.
This is part of Learning Goals: Level 3, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about the crazy collision of Ctrip, Meituan and Alibaba in services in China, particularly in hotels.
You can listen here or at iTunes and Himalaya.
How do Ctrip and Meituan compare in the following aspects?
This is part of Learning Goals: Level 3, with a focus on:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about why Zoom has been so successful in video communications.
Choose two options for why Zoom has been so successful.
Correction/Clarification: Zoom has been blocked in China for the last couple of months. I know lots of people who are using it because of coronavirus but that is via VPN. So not the same thing. I'm not sure if I mentioned that or said it wrong in the podcast.
Learning Goal for this class:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about why TikTok / Douyin took off so rapidly and powerfully.
Choose two options for why TikTok / Douyin has grown so fast?
Learning Goal for this class:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about how live-streaming and KOLs (especially Taobao Live) are activating the China Digital Consumer Network (CDCN). And how the coronavirus quarantine economy is supercharging this.
Correction. I mistakenly said Scott Gottlieb was former CDC head. I meant FDA.
You can listen here or at iTunes and Himalaya.
Learning Goal for this class:
Concepts for this class:
Companies for this class:
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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 on the strategies of 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.
www.jefftowson.com
In this class, I talk about how online retailers like JD and marketplace platforms like Alibaba compete on different dimensions.
You can listen here or at iTunes and Himalaya.
Alibaba and marketplace platforms compete on:
JD and online retailers compete on:
Key Learning Goal is #5: the basics of JD
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, we continue the discussion about what Huawei should have done after the US tech ban. In Part 1, we discussed the telco business. Here we talk about the consumer and smartphone business.
You can listen at my website or at iTunes and Himalaya.
I presented four options for what to do:
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, we review the basics of digital platforms, which is one of the key learning goals for Level 2.
You can listen here or at iTunes and Himalaya.
Concepts for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, we review the basics of digital economics, which is one of the key learning goals for Level 2.
You can listen here or at iTunes and Himalaya.
Concepts for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, we discuss Huawei's tech ban and what the company should have done.
You can listen at my website or at iTunes and Himalaya.
Concepts for this class:
Companies for this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I discuss my visit to the WeChat Open Class. And why Allen Zhang and the WeChat team are doing so much better than Facebook and Apple.
You can listen at my website or at iTunes and Himalaya.
Allen Zhang's video from the event is here.
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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 on the strategies of 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.
www.jefftowson.com
In this class, I discuss some of the theory behind ecosystems, firms and coordination costs. And why digital platforms are having such a big impact on business, culture / media, politics / government and society.
You can listen at my website or at iTunes and Himalaya.
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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 on the strategies of 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.
www.jefftowson.com
In this class, I discuss my visit to JD's new 50,000 sqm e-space in Chongqing - and the question of what new retail (i.e., online-merge-offline) will mean for department stores and shopping malls.
You can listen at my website or at iTunes and Himalaya.
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I discuss my visit to Huawei in China - and my lessons learned from lunch with rotating Chairman Guo Ping.
You can listen at jefftowson.com (here) or at iTunes here.
Articles / podcasts cited in this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I discuss bike-sharing company Ofo. And their spectacular rise and fall in China.
You can listen here or at iTunes here.
The exercise for this class is:
What should Ofo have done?
1) Partner with a major digital platform ASAP. No matter what it takes.
2) Copy Hellobike. Avoid the competition. Go to markets or segments with little competition and try to get to operating break-even.
3) Split the company into a good co and bad co. Fund the good company and don't tie it to the cash drain of the bad co.
4) Carl Icahn option. Go activist investor and try to split the company, replace management or other.
What would you recommend to the CEO?
The McKinsey slide cited is here.
Articles / podcasts cited in this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I discuss Vipshop and JD. And how smaller ecommerce sites can compete with larger players in China, especially in logistics.
You can sign-up for my Asia Tech course here. Or at my website www.jefftowson.com. With a 30-day free trial. You can subscribe at iTunes at the above button.
The exercise for this class is:
Which of these three options make sense for Vipshop in logistics?
1) Copy JD: Build an in-house logistics and delivery network.
2) Copy Alibaba: Work with multiple partners (in logistics and/or ecommerce).
3) Outsource logistics: Find a partner or contractor for this. Just be an ecommerce site.
Now make a decision: What would you recommend to the CEO?
Articles cited in this class:
———-
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 on the strategies of 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.
www.jefftowson.com
In this class, I discuss Didi, Luckin and Mobike and how to predict if they will ever be profitable.
Exercise for this class:
Articles cited in this class:
———-
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 on the strategies of 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.
www.jefftowson.com
This is the fifth episode of my Asia tech class. It is a summary of my time with Alibaba on Singles' Day in China.
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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 on the strategies of 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.
www.jefftowson.com
This is the fourth episode of my Asia tech class. It is an introduction to Alibaba and platform business models.
Exercise:
———-
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 on the strategies of 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.
www.jefftowson.com
This is the third episode for my Asia tech class. It asks how Starbucks China should have responded to the rapid entrance of Luckin Coffee in 2018.
You can vote here or below).
You can post your 3 minute pitch to the CEO here.
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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 on the strategies of 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.
www.jefftowson.com
This is the second episode (and first case) for my Asia tech class. It is about what the leading bike manufacturers (like Giant) should have done in response to the rapid rise of China bike-sharing.
You can do the voting for the case here (or below).
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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 on the strategies of 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.
www.jefftowson.com
This is a short introduction to my Asia Tech class.
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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 on the strategies of 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.
www.jefftowson.com
En liten tjänst av I'm With Friends. Finns även på engelska.