I am a consultant and investor specialized in digital strategy and digital transformation. I am also a CEIBS / Sasin professor, best-selling author and keynote speaker.
My research is focused both on digital natives like Alibaba and and Google as well as on digitally transforming companies like Nike and Bosch. I focus on the US and China / Asia.
Over the past +9 years, I have done talks and executive training for thousands of managers at companies such as Alibaba, ICBC, Adidas and DHL. And I have also taught thousands of MBA students and executives at schools like Peking University, CEIBS and Cambridge University.
Companies like Google, Microsoft, Alibaba, Tencent, JD, Sea and others are the well-known tech leaders. It is important to understand how they have won at such historic scale.
However, there are also small giants. such as Etsy and Farfetch, which do not have global scale and are far less well-known. But they can be very impressive and are often better models for executives to emulate.
There are also the emerging winners, such as Uniswap and Binance, which are important to identify and understand before others.
Finally, there are transforming incumbents, such as Sun Art Retail, Nike and Ping An, which have successfully become digital-first companies.
We are seeing new digital tools (software, hardware, data technology) rapidly being adopted in industry after industry. This is creating new capabilities and business models – and is changing the ways you win and lose in business. Software is, in fact, eating the world.
This means understanding 30-40 important digital concepts that shape business models and strategy. I detail these important digital concepts, which are summarized in the above chart for digital strategy.
Important: None of this content (podcasts, emails, articles) is investment advice. Do not take it as investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Consult an investment advisor and/or do your own research.
None of this content (podcasts, emails, articles) is investment advice. Do not take it as investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Consult an investment advisor and/or do your own research.
Definitely. If you are working in a digital / tech company, the content should help you advance your thinking. Similarly, if you are aspiring to be a founder, understanding these companies is important. Executives working in areas like retail, transportation, media, communications, and logistics can also really benefit.
Just an email address and a smartphone. The content is delivered via podcast (iTunes) and emailed articles. And all are available at www.jefftowson.com
I am a CEIBS professor, best-selling author, consultant and investor. My writing and speaking are on how to win in digital strategy and digital transformation.
I am (patting myself of the back here) one of the most followed professors in China (+3.1M followers on LinkedIn). I am routinely cited as a global influencer by companies such as Huawei and Alibaba.
I was previously Head of Direct Investments for Middle East North Africa and Asia Pacific for Prince Alwaleed, nicknamed by Time magazine the “Arabian Warren Buffett”.
I teach investment and digital strategy in semester-long courses at universities. And at executive education sessions. This subscription newsletter is different in two ways:
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