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!
Category Archives: Cloud Services
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 […]
Kingsoft Cloud and How to Think About Cloud Services in China (Asia Tech Strategy – Daily Lesson / Update)
I’ve been trying to get a handle on the growth and development of cloud in China. But the four companies that account for about 80% of infrastructure spending (Alibaba, Tencent, Baidu and Huawei) don’t really publish many cloud details in their financials and filings. Fortunately, Kingsoft Cloud has gone public as a stand-alone China cloud […]
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Baidu Is Externalizing and Exploiting AI. But It’s All About Cloud. (3 of 3) (Tech Strategy – Daily Article)
In Part 1 and Part 2, I laid out Baidu’s core search engine and some of the complexities that have evolved in search over time. I have three strategy questions for Baidu going forward: How competitive will a stand-alone search engine be against China’s larger digital giants over time? Can Baidu create a second large […]
The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (Tech Strategy – Podcast 51)
In this podcast, Jeffrey Towson discusses the battle between Alibaba Cloud, AWS, and other cloud computing providers. He argues that the cloud computing market is still in its early stages, and that there is plenty of room for all players to grow. Towson believes that the winner of the cloud computing war will be the company that can best adapt to the changing needs of its customers.