The 4 Digital Concepts Powering Arm Holdings (Tech Strategy – Podcast 187)

In this podcast, we explore the four digital concepts that are powering ARM Holdings’ tech strategy. We explain how these concepts are helping ARM to stay ahead of the competition and what other companies can learn from them. If you’re interested in learning more about digital strategy and how it can help your business, then this article is for you.

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Switching Costs, Wabco and Buffett’s Critical Companies (Tech Strategy – Podcast 85)

In this podcast, Jeffrey Towson discusses the concept of “criticality” as a type of switching cost. He specifically talks about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. Wabco is a supplier of braking systems for trucks and buses, and its products are critical to the operation of these vehicles. As a result, customers are reluctant to switch to other suppliers, even if Wabco’s prices are higher. This gives Wabco a strong competitive advantage.

Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia Tech Class – Daily Update)

I’ve been thinking a lot about mapping companies. On one hand, they are typical “information goods” companies, most of which have had their economics turned upside down by digital. Everything from encyclopedias and phone books to videos and music. There is a long list of previously good businesses that have been transformed, disrupted and/or destroyed. […]

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How Should Huawei Have Responded to the US Tech Ban? Part 1 (Tech Strategy – Podcast 14)

In this class, Jeffrey Towson discusses four options that Huawei could have taken to respond to the US tech ban. These options include fixing the supply chain and staying the course, becoming a digital platform, ignoring Europe and focusing mostly on China, and trying to build an anti-US alliance for smartphone operating systems. Towson argues that Huawei should have focused on becoming a digital platform, as this would have allowed the company to continue to innovate and grow.