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: 5.5G and immersive and experiential video everywhere. AutoGPT and AgentGPT. Human organizational structure adopting software architecture. —–--- Related a...
Apr 26, 2023•29 min•Season 1Ep. 162
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. Litt...
Apr 18, 2023•40 min•Season 1Ep. 161
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: My Interview with Huawei’s Guo Ping on Managing People vs. Managing Rules and Systems (Tech Strategy – Daily Strategy) 3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / U...
Apr 06, 2023•38 min•Season 1Ep. 160
This week’s podcast is about why Americans must protect TikTok. TikTok is not the big and proven threat to freedom and privacy. The US Censorship Regime is. For now, TikTok is necessary to break the censorship monopoly and restore free speech to Silicon Valley. You can listen to this podcast here , which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts . Here is the link to the TechMoat Consulting . Here is the link to the China Tech Tour . Here is the statemen...
Mar 29, 2023•43 min•Season 1Ep. 159
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: Physical (e.g. landline telephones) Protocol (e.g. Ethernet) Personal Utility (e.g. iMessage, What...
Mar 21, 2023•50 min•Season 1Ep. 158
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: An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update) Why DCF Sucks for Digi...
Mar 14, 2023•44 min•Season 1Ep. 157
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: Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4) (Tech Strategy – Da...
Mar 10, 2023•49 min•Season 1Ep. 156
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: The One Hour China Consumer Book...
Feb 27, 2023•43 min
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: Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update) From the Concept Library , concepts for th...
Feb 21, 2023•45 min•Season 1Ep. 154
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: The Winners and Losers in ChatGPT (Tech Strategy – Daily Article) Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studi...
Feb 11, 2023•39 min•Season 1Ep. 153
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 consumer. AB ...
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 Connected Use...
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’s strateg...
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 and Conflu...
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 "infrastru...
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 – Daily Article...
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 Strategy – D...
Jul 27, 2022•54 min•Season 1Ep. 133
