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:

• Standardization and Interconnection Network Effects
• Indirect Network Effects by linkage with Operating System Innovation Platform
• Economies of Scale in R&D
• Switching Costs, including Criticality with Semiconductor and OEM Companies

 
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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.

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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.

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