I recently visited Baidu’s headquarters in Beijing. It was an interesting visit and I learned a lot. Here are my three big takeaways.
Category Archives: Cloud Services
Microsoft’s 3 Big Upgrades to its 2 Big Platforms (2 of 2) (Tech Strategy – Daily Article)
Microsoft is not just sitting on its laurels; it’s innovating and evolving. In this detailed analysis, we delve into the three significant upgrades that are reshaping the company’s two core platform business models. Understand the strategy, the implications, and what this means for the tech landscape.
Microsoft’s Azure Strategy Is “Two Platforms Plus Infrastructure” (1 of 2) (Tech Strategy – Daily Article)
Microsoft’s Azure strategy is to provide infrastructure and two platforms: Azure App Service and Azure Functions. Azure App Service is a fully managed platform that makes it easy to deploy and scale web applications. Azure Functions is a serverless platform that makes it easy to run code in response to events. These platforms can be used to build scalable and reliable cloud applications.
Snowflake, Alibaba and My 3 Favorite Cloud Business Models (Tech Strategy – Podcast 141)
Jeff Towson discusses Snowflake, Alibaba, and his 3 favorite cloud business models in this podcast. Listen now to learn more about these companies and their business models. This podcast is a must-listen for anyone interested in cloud computing!
Alibaba’s Cloud Platform is the Big Frontier (Tech Strategy – Daily Article)
I wrote about Alibaba’s 5 growth strategies under “Domestic Consumption”. But CEO Daniel Zhang has also outlined 5 growth strategies for Alibaba Cloud. And their cloud business is what everyone has been speculating about. It’s the most exciting growth opportunity but it also has the greatest uncertainty. I’ve argued Alibaba is 100% in the platform […]
Snowflake, Tuya and the Fight for Dominant Design in Cloud (Tech Strategy – Podcast 106)
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses the fight for dominant design in cloud computing with Snowflake and Tuya. Towson argues that Snowflake is building three complementary platforms with four network effects, while Tuya is building a platform for the Internet of Things (IoT). Towson believes that the winner of the cloud computing wars will be the company that can build the most comprehensive and integrated platform.
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.
Snowflake’s Big Growth and Competition Questions (3 of 3)(Tech Strategy – Daily Article)
In Part 1 and Part 2, I laid out a framework for Snowflake’s “data ecosystem” business model. I described it as +3 complementary platform business models with +4 network effects. And I think that explains most of what the company is doing right now. However, I also recently listened to an interview with CEO Frank […]
Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – Daily Lesson / Update)
In Part 1, I laid out the basics for Snowflake, a “data ecosystem” or “data warehouse as a service” company. The company appears to have a complicated business model. But it’s actually not if you look at it the right way. Which is the point of this article. I have 7 initial conclusions about the […]
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Snowflake is Building 3 Complementary Platforms with 4 Network Effects (1 of 3)(Tech Strategy – Daily Article)
In late 2020, it was revealed that Berkshire Hathaway had an investment in newly public Snowflake, the “data warehouse as a service” company. That was unusual for a couple of reasons. First, Buffett has always avoided new issues. Like in 50 years, he hasn’t bought a new stock issue. Second, Snowflake is a tech company […]