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Jeffrey Towson 陶迅

Consultant, investor, and keynote speaker on digital strategy

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Photo Jan 11, 3 28 30 AM

Published January 15, 2019 at 2560 × 1920 in My 6 Take-Aways from CES 2019
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Categories

  • 4 Terrains and Strategies (BCG): Predictable vs. Malleable
  • 6 Levels of Digital Competition
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  • 99
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  • Access vs. Owner Businesses
  • Activist Investing (Ques 5)
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  • Carl Icahn / Icahn Enterprises
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  • Central Group
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  • Company Ecosystems
  • Company Quality, Industry, and Terrain (Ques 1-2)
  • Competitive Advantage
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  • DOB4: Connectedness Interoperability and Collaboration Based Business Models
  • DOB5: Leadership and Management
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  • DOB7: Sustainable Cash Engine that Scales
  • Dominant Design and Architectural vs. Component Innovation
  • Ecommerce
  • Ecommerce: Interactive and Engagement-Focused
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  • Ecosystem Orchestrator CF2
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  • Geographic Density
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  • Haier
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  • nfx / James Courrier
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  • Philip Fisher
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  • Pipeline Plus Platform Business Model
  • Pizza Hut / Yum!
  • Platform Business Models
  • Platform Types: Audience Builders
  • Platform Types: Coordination, Collaboration and Standardization
  • Platform Types: Innovation
  • Platform Types: Learning
  • Platform Types: Market Networks
  • Platform Types: Marketplaces for Products and Services
  • Platform Types: Payment
  • Platform-Protocol Hybrids / Web3
  • Points of control
  • Pop Mart
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  • Prince Alwaleed and Kingdom Holding
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  • Protocol Ecosystems (building blocks)
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  • Public Copy of Membership Content
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  • Rate of Learning and Process Cost Advantages
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  • Regression to the Mean / Base Rates
  • Resources and Assets (CRAs)
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  • Retail
  • Revenue Scale and Growth
  • Reverse Network Effects
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  • Role of the State
  • Ruhnn Holding
  • Rumble
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  • S-Curves for Tech Performance vs. Tech Diffusion
  • Sanborn Map Company
  • Scale Advantages and Disadvantages
  • Scale Disadvantages
  • Scarce or Cornered Resource
  • Sea Limited / Garena / Shopee / SeaMoney
  • Search Engines
  • Searching Costs
  • Secoo
  • SenseTime
  • Services
  • Seth Klarman / Baupost
  • SF Express
  • SFX
  • Share of the Consumer Mind
  • Shein
  • Singapore Press Holdings
  • Skillz
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  • SMILE Marathon
  • SMILE Marathon: Ecosystem / Platform Orchestration and Participation
  • SMILE Marathon: Hyper-Scale and/or Hyper-Growth
  • SMILE Marathon: Machine Learning, AI Factories and Zero-Human Operations
  • SMILE Marathon: Rate of Learning and Adaptation
  • SMILE Marathon: Sustained Innovation
  • Snowflake
  • So-Young International
  • Social Capital
  • Social Media
  • Social media
  • Sogou
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  • Speaking
  • Specialty
  • Spotify
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  • Starbucks
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  • Surplus Margin Leader
  • Switching Costs
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  • Tech and IP Cost and Supply Advantages
  • Tencent
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  • Tesla
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  • Theory of the Firm
  • Thomas Russo
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  • Tiktok / Douyin
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  • Token economics
  • Tokens / Web3
  • Topsport
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  • Turn-Arounds (Ques 4)
  • Tuya
  • Twitter
  • Uber
  • Uncategorized
  • Uncertainty Investing Approaches
  • Uniswap
  • Unity
  • Valuation (Question 3)
  • Value creation vs distribution
  • Value Point / Surgical Value Add (Question 7)
  • Vanke
  • Versioning and Pricing
  • Vipshop
  • Vulcan Materials
  • Wabco
  • Walgreens
  • Walmart
  • Wanda
  • Warren Buffett / Berkshire Hathaway
  • Waterdrop Insurance
  • Waze
  • Web3
  • WeChat
  • Wellsaidlabs
  • Whatsapp
  • Who is Selling and Why? (Question 4)
  • Willingness to Pay and Consumer Surplus
  • Word of Mouth and Virality
  • Worst Case Scenario (Question 9)
  • Writing
  • Xiaomi
  • Xunxi
  • Yiren Digital
  • Youku Tudou
  • YouTube
  • YTO
  • Ze Delivery
  • Zhaopin
  • Zhihu
  • ZhongAn Insurance
  • Zoom
  • ZTO

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    • Alwaleed, Khaled and Mohammed Book
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