The Tech Strategy Podcast

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 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 Experien...

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 tran...

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 . ——-- Rel...

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...

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...

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 Market...

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 Te...

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: Profit from the Core Beyond the Core He argues most all sustainable...

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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition —–- Related articles: Growth, ROIC / RONIC and Growth + Sales in Digital V...

This week’s podcast is about how web 3.0 is creating three types of marketplaces: Digital platforms (web 2.0), such as a Taobao Platform-protocol hybrids, such as Coinbase Protocol networks, such as Uniswap You can listen to this podcast here or at iTunes and Google Podcasts . Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Ki...

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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition ---—– From the Concept Library , concepts for this article are: CA...

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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition ---—– From the Concept Library , concepts...

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 . ------ From the Concept Library , concepts for this article are: Protocol Networks Platform-Protocol Hybrids / Web 3.0 From the Company Library , companies for this article are: Coinbase ------- I write and...

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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition Here are my 5 predictions for Nubank 2.0 #1: Nubank Could Offer Asset-Lite Credit Services #2: Nubank Could Create...

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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition Most of my favorite businesses have key operating assets that can’t be easily built, bought, or transf...

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: What are the unit economics of large AI companies? What types of scale advantages and network effects do large AI companies? You can listen to this podcast here or at iTunes and Google Po...

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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Business...

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: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition Commo...

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): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My questions for A...

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): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition ——- Related articles: Brazil...

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): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Editio...

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): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 things people are getting wrong about Singles' Day: B...

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): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edi...

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): Moats and Marathons (Part 1): How to Build and Measure Comp...