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.

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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)

From the Concept Library, concepts for this article are:

• Protocol Networks (Blockchain) with Property Rights
• Composability
• Value Creation vs. Value Distribution
• Points of Control
• Token economics

From the Company Library, companies for this article are:

• Ethereum
• Bitcoin

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Support the show

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.
 
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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)

From the Concept Library, concepts for this article are:

• Economies of Scale
• 6 Digital Superpowers
• AI as a Capability
• Learning Platforms

From the Company Library, companies for this article are:

• Walgreens
• Ping An Good Doctor

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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 in the US, China and Asia.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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.

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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)

From the Concept Library, concepts for this article are:

• Learning Curve and Experience Effect
• SMILE Marathon: Rate of Learning and Adaptation
• CA7: Rate of Learning and Process Cost Advantages

From the Company Library, companies for this article are:

• Amazon
• Tencent

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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 in the US, China and Asia.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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.

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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)

From the Concept Library, concepts for this article are:

• 6 Levels of Digital Competition
• SMILE Marathon

From the Company Library, companies for this article are:

• Xiaomi
• Amazon
• Apple

——-

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 in the US, China and Asia.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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.

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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 the Concept Library, concepts for this article are:

• Digital Economics: Bundling
• Payment Platforms

From the Company Library, companies for this article are:

• Ant Financial / Alipay+
• Stone
• Square

 
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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 in the US, China and Asia.

Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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

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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)

From the Concept Library, concepts for this article are:

• Digital Transformation
• Industrial Internet / IIoT
• Digital Operating Basics

From the Company Library, companies for this article are:

• GE

——-

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 in the US, China and Asia.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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 Tech Strategy – Daily Article)
• 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 Article)

From the Concept Library, concepts for this article are:

• Information Flows
• Interaction Failure and Curation at Scale

From the Company Library, companies for this article are:

• Twitter

——-

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 in the US, China and Asia.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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

1. Disruption of incumbent
2. Rapid and linear evolution
3. Appealing convergence
4. Complete reimagination

My standard disruption questions:

• Impact: Is the impact on my 6 levels predictable?
• Probability: How how is it for management to hard to pull off this strategy?

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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)
• 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 Article)

From the Concept Library, concepts for this article are:

• Sustaining vs. Disruptive Innovation / Clayton Christensen
• Andreesen-Horowitz's 4 stages of disruption

From the Company Library, companies for this article are:

• Barnes and Noble
• Daily Journal

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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 US-Asia Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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. 

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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)
• 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 Article)

From the Concept Library, concepts for this article are:

• Economies of Scale: Purchasing Economies
• Economies of Scale: Fixed Costs
• Digital Operating Basics

From the Company Library, companies for this article are:

• Amazon
• Netflix

——-

I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show

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.

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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 Article)

From the Concept Library, concepts for this article are:

• Economies of Scale: Purchasing Economies
• Economies of Scale: Fixed Costs
• Linked Businesses

From the Company Library, companies for this article are:

• Amazon
• Alibaba
• Pinduoduo

——-

I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

Support the show