Ant Financial and the 3 Types of Network Effects (Asia Tech Strategy – Podcast 86)

This week’s podcast is about separating networks (an asset) from platforms (a business model) from network effects (a phenomenon). And the three standard types of network effects. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. I put networks into 3 types: Physical Networks Protocol Networks People Networks I put network effects into 3 […]

Switching Costs, Wabco and Buffett’s Critical Companies (Asia Tech Strategy – Podcast 85)

This week’s podcast is about “criticality” as a type of switching cost. And specifically about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia […]

JD Logistics vs. DHL in Smart, IOT Logistics (Asia Tech Strategy – Podcast 84)

This week’s podcast is about how traditionally great logistics businesses like DHL and JD Logistics are doing major digital upgrades. It’s a big unknown but it all looks pretty attractive. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. ——– Related articles: JD Logistics and the Dream of Smart, Automated Logistics at Scale (1 […]