Skillz vs. Electronic Arts: The Rise of Digital Sin Stocks. (Tech Strategy – Podcast 88)

In this podcast, Jeffrey Towson discusses the rise of “digital sin stocks” such as Skillz and Electronic Arts. He explores the factors that have contributed to their success, such as the growth of mobile gaming and the increasing popularity of esports. He also discusses the risks that investors face when investing in these types of companies, such as the potential for regulation and the addictive nature of their products.

When Will Didi Become Profitable? (Tech Strategy – Daily Article)

The Didi financials are finally out. And they are an interesting mix of good and bad. Didi has market dominance and tech leadership in the largest market for shared mobility. But it is also chronically unprofitable. For investors, this could be a fantastic opportunity. Because Didi’s ongoing losses will scare off investors and likely lower […]

Why Didi Is Dominant But Still Unprofitable (Tech Strategy – Podcast 87)

In this podcast, Jeffrey Towson discusses why Didi Chuxing, the dominant ride-hailing company in China, is still unprofitable. He explores the factors that have contributed to its dominance, such as its scale and its network effects, and he discusses the challenges that it faces in becoming profitable. For example, he discusses how Didi has to invest heavily in research and development, and how it has to compete with other ride-hailing companies that are also losing money.

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

In this podcast, Jeffrey Towson discusses the three types of network effects: direct, indirect, and standardization and interoperability. He explores how these different types of network effects can create value for businesses and consumers, and he discusses the challenges that businesses face in building and maintaining network effects. For example, he discusses how businesses need to invest in marketing and advertising to attract users, and how they need to keep users engaged with their products and services.

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

In this podcast, Jeffrey Towson discusses the concept of “criticality” as a type of switching cost. He specifically talks about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. Wabco is a supplier of braking systems for trucks and buses, and its products are critical to the operation of these vehicles. As a result, customers are reluctant to switch to other suppliers, even if Wabco’s prices are higher. This gives Wabco a strong competitive advantage.

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

In this podcast, Jeffrey Towson discusses the competitive landscape in smart IoT logistics, comparing the strategies of JD Logistics and DHL. He argues that JD Logistics has a number of advantages, including its large network of warehouses and delivery drivers, its data-driven approach to logistics, and its focus on customer experience. He concludes that JD Logistics is well-positioned to win the race to become the leading provider of smart IoT logistics services in Asia.