Pay Attention to the Potential Value of WeChat Mini Programs. (Tech Strategy – Podcast 66)

In this podcast, Jeffrey Towson discusses the potential value of WeChat Mini Programs, which are small, standalone applications that run within WeChat. He argues that Mini Programs could revolutionize the way people use WeChat, and could make the platform even more powerful for businesses and consumers.

How I Learned to Love SoftBank and Its Investment Strategy (Jeff’s Asia Tech Class – Daily Update)

It’s hard to write and speak about Asia tech without talking about SoftBank and its billionaire Chairman Masayoshi Son. He has been a major player in digital Asia (including China) for 4 decades. And his Vision Fund and its companies (WeWork, Uber, Didi, Oyo, etc.) are a staple of tech news. But I have long […]

The Difference Between Competitive Advantages and 7 Powers (Tech Strategy – Podcast 65)

  This week’s podcast is my third on the well-known 7 Powers framework by Hamilton Helmer. I go through the last 4 of his 7 powers. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. His fundamental equation of value is: Value = M0*g*s*m = market scale * power M0 is Market at time zero. g […]

Economies of Scale and Switching Costs According to 7 Powers (Tech Strategy – Podcast 64)

In this insightful episode of Tech Strategy Podcast, we explore the concepts of economies of scale and switching costs. Understand how these key business principles impact the competitive dynamics in the tech industry. Join us for a deep dive into the strategies that successful tech companies in Asia employ to gain a competitive edge.

4 Problems with Michael Porter’s Five Forces (Tech Strategy – Podcast 63)

In this podcast, Jeffrey Towson discusses four problems with Michael Porter’s Five Forces framework. He argues that the framework does not work for dynamic and non-classical strategy terrains, platforms and ecosystems, SMILE marathon dimensions, particularly innovation, and the emergence of a connected, digital world.