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: The Winners and Losers in ChatGPT (Tech Strategy – Daily ...
Jan 30, 2023•40 min•Season 1Ep. 152
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 Innovation / Creative Assets. This is any time, effort or money spent developing ...
Jan 22, 2023•39 min•Season 1Ep. 151
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: OpenAI / ChatGPT OpenAI / DALL-E Midjourney Synthesia AIVA Lexica Wellsaidlabs 5 Winners in Generative AI S...
Jan 19, 2023•45 min•Season 1Ep. 150
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 Focus on DOB3. You need to digitize the core. This is easier in CPG as it's mostly about marketing. The hard part is creating the connection with the con...
Jan 01, 2023•54 min•Season 1Ep. 149
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: An Intro to Growth and “Birds in the Bush” in Digital Valuation (Tech Strategy – Daily Lesson / Update) An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update) Why DCF Sucks for ...
Dec 21, 2022•50 min•Season 1Ep. 148
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: What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy – Daily...
Dec 13, 2022•52 min•Season 1Ep. 147
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: 3 Lessons in Conversational AI from JD’s Head of the Deep Learning (1 of 2) --—— What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (...
Dec 05, 2022•38 min•Season 1Ep. 146
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 . —— What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy – Daily Article) From the Concept Library , concepts for this article are: Audience-Builder Platform with Connecte...
Nov 15, 2022•41 min•Season 1Ep. 145
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: Linear business models (i.e., pipelines) Production Ecosystems Consumption Ecosyst...
Nov 09, 2022•47 min•Season 1Ep. 144
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: New Services for Consumers GrabUnlimited Cross-Selling Advertising Financial Services Most of this is a summary of work by Chris Zook at Bain...
Oct 31, 2022•49 min•Season 1Ep. 143
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. CA11: Fixed Operating and Capital Costs CA12: Purchasing Economies and Bargaining Power with Suppliers Larger companies can demand cheaper prices a...
Oct 23, 2022•35 min•Season 1Ep. 142
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. Communication . Zoom, Slack, etc. Data Intelligence . Snowflake ...
Oct 13, 2022•40 min•Season 1Ep. 141
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: Big Question #1: Will Magalu Become an "Ultimate B2C Marketplace"? Big Question #2: Will Magalu go full OMO? Will they be more aggressive in retail formats? Big Question #3: Will Magalu go full ...
Oct 04, 2022•41 min•Season 1Ep. 140
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: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Dai...
Sep 25, 2022•42 min•Season 1Ep. 139
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 . —---- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) Why Netflix and Amazon Prime Don’t Have Long-T...
Sep 15, 2022•41 min•Season 1Ep. 138
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. Is the company sufficiently differentiated in the user experience? Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending? Does the company have a strong competitive advantage in a circumscribed market? Is there a clear pat...
Sep 05, 2022•43 min•Season 1Ep. 137
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: Network effects with long-tail of UGC. Such as YouTube and TikTok. Creates durable IP. Such as Disney. Service and community businesses that uses content. ——- Related articles: Why I Really Like Amazon’s Strategy, Despite the Cr...
Aug 26, 2022•46 min•Season 1Ep. 136
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...
Aug 17, 2022•45 min•Season 1Ep. 135
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: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek +...
Aug 05, 2022•43 min•Season 1Ep. 134
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 . —–– Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strateg...
Jul 27, 2022•54 min•Season 1Ep. 133
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: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward...
Jul 18, 2022•50 min•Season 1Ep. 132
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: Why I Really Like Amazo...
Jul 07, 2022•47 min•Season 1Ep. 131
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: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forwar...
Jun 29, 2022•47 min•Season 1Ep. 130
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: Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update) Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update) From ...
Jun 21, 2022•44 min•Season 1Ep. 129
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. 70% Digital Operating Basics 25% Moats 5% Tactics ——– Related articles: ...
Jun 12, 2022•46 min•Season 1Ep. 128
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: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Te...
Jun 03, 2022•47 min•Season 1Ep. 127
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 Disruption of incumbent Rapid and linear evolution Appealing convergence Complete reimagination My s...
May 24, 2022•51 min•Season 1Ep. 126
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 . —— Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 Big Questions for GoTo (Gojek + T...
May 07, 2022•52 min•Season 1Ep. 125
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: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) GoTo Is Going for an “Ultimate B2C Marketplace” in Indonesia. But Alibaba Couldn’t Do It in China. (1 of 2)(Winning Tech Strategy – Daily Art...
Apr 22, 2022•52 min•Season 1Ep. 124
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 . —---- Related articles: Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121) Grab’s Big Strategy and Cash Flow Question (1 of 3) (Asia Tech Strategy – Daily Article) From the Concept Library , concepts for this article are: Complementary P...
Apr 13, 2022•46 min•Season 1Ep. 123
