What Everyone is Getting Wrong About Snowflake (Tech Strategy – Podcast 105)

In this episode of the Tech Strategy podcast, Jeffrey Towson discusses what everyone is getting wrong about Snowflake. Towson argues that Snowflake is a “data ecosystem” company with a compelling digital business model. He believes that Snowflake could become the next Google or Microsoft. Towson also discusses the importance of data in the digital economy and how Snowflake is positioned to capitalize on this trend.

Core vs. Adjacency Growth in Digital Businesses (Tech Strategy – Podcast 104)

Most all sustainable growth is based on 1-2 strong cores. A profitable core is centered on the strongest position in terms of loyal customers, competitive advantage, unique skills, and ability to earn profits. To assess an adjacency move, consider the following factors: 1) how tightly the adjacency is tied to a strong core; 2) the attractiveness of the adjacency market; and 3) the ability to capture economic leadership in that market.

Info Dictators and Why Mark Zuckerberg Will Choose the Next President (Tech Strategy – Podcast 103)

Info-dictators are individuals or organizations that control the flow of information in our world. They have the power to shape our opinions, beliefs, and behaviors. Mark Zuckerberg is one of the most powerful info-dictators in the world. He controls Facebook, which has over 2 billion users. This gives him the power to influence the outcome of elections, spread misinformation, and control the narrative.

Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Tech Strategy – Podcast 102)

Growth, ROIC, and growth+sales are all important factors to consider when valuing a digital business. Growth is important because it shows that the business is expanding and has the potential to generate more revenue in the future. ROIC is important because it shows how efficiently the business is using its capital. Growth+sales is important because it shows how much revenue the business is generating from each new customer.