The Tech Strategy Podcast

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 f...

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 C...

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...

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 Ar...

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 th...

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...

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...

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 easi...

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 Rate...

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 To...

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 f...

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 Articl...

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 bus...

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...

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: P...

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 s...

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 Maga...

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 Arti...

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 Fo...

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?...

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 bus...

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 T...

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...

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 – Dai...

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 Experie...