How to Assess Political Risk in China Tech (Tech Strategy – Podcast 92)

In this podcast, Jeffrey Towson discusses how to assess political risk in China tech. He shares his insights on how to identify companies that are likely to be affected by government policies, and how to manage risk in this uncertain environment.

Lessons from Warren Buffett on Compounding and Competitive Advantage (Tech Strategy – Podcast 91)

In this podcast, Jeffrey Towson discusses lessons from Warren Buffett on compounding and competitive advantage. He shares insights on how to build businesses that can grow over time, and how to identify companies with sustainable competitive advantages.

Can Dingdong Win in Groceries and Specialty Ecommerce? (Tech Strategy – Podcast 90)

Dingdong is a Chinese specialty ecommerce player focused on fresh groceries. It has gone public while still operating profit negative, but brings to mind a similar situation with Meituan at IPO. Jeffrey Towson argues that Dingdong’s success will depend on its ability to build a strong logistics network and scale its operations.

Full Truck Alliance’s Fight to Build Complicated Network Effects (Tech Strategy – Podcast 89)

In this podcast, Jeffrey Towson discusses the challenges of building network effects in complicated services, such as freight and cargo. He explores the different types of network effects, the factors that impact their growth, and the strategies that companies can use to succeed in these markets. For example, he discusses how companies can use on-demand pricing to match supply and demand, and how they can use route-specific network effects to balance supply and demand on each route.