5 Predictions for Nubank 2.0 (Tech Strategy – Podcast 116)

This week’s podcast is about Nubank, Brazil’s rapidly rising digital bank. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition Here are my 5 predictions for Nubank 2.0 #1: Nubank Could Offer […]

How Digital Is Wrecking Havoc on Barriers to Entry (Tech Strategy – Podcast 115)

In this episode of the Tech Strategy Podcast, Jeff Towson discusses how digital technology is wrecking havoc on traditional barriers to entry in the business world. He talks about how new technologies, such as artificial intelligence and machine learning, are making it easier for startups to compete with established incumbents. He also discusses how the rise of digital platforms is changing the way businesses compete and interact with customers.

Two Big Questions About SenseTime and AI Software Business Models (Tech Strategy – Podcast 114)

In this podcast, Jeffrey Towson discusses two big questions about the business models of AI software companies: What are the unit economics of large AI companies? What types of scale advantages and network effects do large AI companies have? He argues that AI software companies are still in the early stages of development, and that the answers to these questions will depend on how the market for AI software evolves in the years to come.