Microsoft

Why Microsoft’s Bundles Are So Powerful. As Slack Found Out. (Tech Strategy – Podcast 212)

In the latest episode of the Tech Strategy podcast, Jeffrey Towson delves into Microsoft’s use of bundles to launch Teams. And dethrone Slack. With Azure’s cloud services gaining market share and AI tools like Sales Copilot and GitHub Copilot driving productivity, Microsoft remains a tech powerhouse. As a digital strategy consultant, Towson highlights how Microsoft’s strategic moves are redefining the industry landscape.

3 More Digital Concepts Powering ARM Holdings (3 of 4) (Tech Strategy – Daily Article)

In this Tech Strategy Daily article, Jeff Towson discusses the 3 digital concepts that are powering ARM Holdings’ tech strategy. These concepts include the Internet of Things (IoT), artificial intelligence (AI), and 5G. By leveraging these concepts, ARM is staying ahead of the competition and driving innovation in the tech industry.

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Get Ready for Alipay+ and Ant Group 2.0 (Tech Strategy – Podcast 129)

In this podcast, Jeffrey Towson discusses the return of Ant Group after 2 years in restructuring. He talks about Ant’s new international payment initiative, Alipay+, and how it could disrupt the global payments market. He also discusses the challenges that Ant faces in its new incarnation, such as regulatory scrutiny and competition from other tech giants.

Two Big Questions About SenseTime and AI Software Business Models (Asia 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.

Adobe Inc. and the Power of Old School Software Economics (Tech Strategy – Podcast 81)

In this podcast, Jeffrey Towson discusses how Adobe has been able to maintain its dominance in the software industry despite the rise of cloud-based alternatives. He argues that Adobe’s success is due to its focus on old-school software economics, such as network effects and recurring revenue. He explains that network effects make it more valuable for each user to join a platform as more users join, and that recurring revenue provides a steady stream of income that can be used to invest in new products and services.