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.

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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:

• Information Flows
• Interaction Failure and Curation at Scale

From the Company Library, companies for this article are:

• Twitter

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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 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.

——

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

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.
 
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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 Tech Strategy – Daily Article)

From the Concept Library, concepts for this article are:

• Complementary Platforms
• Digital-Physical Hybrids
• Barriers to Entry

From the Company Library, companies for this article are:

• GoTo / Gojek / Tokopedia

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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.

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 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 growth is based on 1-2 strong cores that continually adapt.

• A profitable core is centered on the strongest position in terms of loyal customers, competitive advantage, unique skills, and ability to earn profits.
• Adapting the core can be:
  • New products / services
  • New customers – microsegments
  • New geographies
  • New businesses.

Then add growth adjacencies. To assess an adjacency move:

• Factor 1: Adjacency is tightly tied to a strong core.
• Factor 2: An attractive adjacency market in terms of profit pools
• Factor 3: The ability to capture economic leadership in that market. Competitive advantage as an attacker and then an incumbent.

 Growth + DOB can sometimes get you the dream scenario:

1. Grow the revenue line.
2. Increase gross profits. An expanding margin with size.
3. Increase operating leverage with increasing scale. This is more about going for scale.
4. Invest in R&D, tech and infrastructure. This will result in a better user experience and improve operating efficiency.
   1. Drive efficiencies and increase monetization.
   2. Improve the user experience.
   3. Expand the products and services in high growth areas.
5. Do targeted M&A. To increase innovation and protect against disruption.

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Related articles:

• Core vs. Adjacency Growth in Digital Businesses (Asia Tech Strategy – Podcast 104)
• Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 98)

From the Concept Library, concepts for this article are:

• Growth: Core vs. Adjacency
• Digital Operating Basics
• DOB7: Sustainable Cash Engine that Scales

From the Company Library, companies for this article are:

• n/a

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Support the show

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

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Related articles:

• Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Asia Tech Strategy – Podcast 102)
• An Intro to Growth and “Birds in the Bush” in Digital Valuation (Asia Tech Strategy – Daily Lesson / Update)

From the Concept Library, concepts for this article are:

• Complementary Platforms
• Marketplace Platform for Services
• SE Asia
• Engagement Products vs. Margin Products
• Economies of Scale: Geographic Density

From the Company Library, companies for this article are:

• Grab Holdings

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I write and speak about digital competition and China / Asia’s leading tech companies.

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 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 Kindle Edition

 —–-

Related articles:

• How to Think About Web 3.0 Business Models (1 of 2) (Asia Tech Strategy – Daily Article)
• Platform-Protocol Hybrids and Why DeFi is the Center of Web 3.0 (2 of 2) (Asia Tech Strategy – Daily Article)

From the Concept Library, concepts for this article are:

• Marketplace Platforms
• Protocol Networks
• Platform-Protocol Hybrids (PPH)

From the Company Library, companies for this article are:

• Coinbase
• Uniswap

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I write and speak about digital competition and China / Asia’s leading tech companies.

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 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

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From the Concept Library, concepts for this article are:

• CA1: Share of Consumer Mind, Share of User Mind and User Capture
• Competitive Advantages

From the Company Library, companies for this article are:

• n/a

---------

I write and speak about digital competition and China / Asia’s leading tech companies.

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

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

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 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 for this article are:

• Digital Complments
• SMILE Marathon: Ecosystem Orchestration or Participation
• DOB4

From the Company Library, companies for this article are:

• Nike

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I write and speak about digital competition and China / Asia’s leading tech companies.

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

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

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