Waze, Google Maps and How Warren Buffett Made 50% on Sanborn Map Company (Tech Strategy)

This article by digital strategy consultant Jeffrey Towson dives into the evolving business models of mapping companies. It explores what mapping companies are and provides three prime examples: Sanborn Maps, Waze and Google Maps. However, the article also touches upon the challenges faced by mapping companies in the digital age, suggesting a need for a strong digital transformation strategy.

Facebook Meta is Mostly 4 Networks and 2 Platforms (Tech Strategy – Podcast 193)

Facebook Meta is not just one thing, but a collection of different products and services that work together to create a powerful tech ecosystem. In this podcast, Jeff Towson breaks down the four networks (Facebook, Instagram, WhatsApp, and Messenger) and two platforms (Oculus and Spark AR) that form the core of Meta’s strategy. He explains how each network and platform serves a different purpose, attracts a different audience, and generates a different revenue stream. He also analyzes the strengths and weaknesses of Meta’s approach, and what it means for the future of social media and augmented reality.

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When Will Didi Become Profitable? (Asia Tech Strategy – Daily Lesson / Update)

The Didi financials are finally out. And they are an interesting mix of good and bad. Didi has market dominance and tech leadership in the largest market for shared mobility. But it is also chronically unprofitable. For investors, this could be a fantastic opportunity. Because Didi’s ongoing losses will scare off investors and likely lower […]

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Why Didi Is Dominant But Still Unprofitable (Tech Strategy – Podcast 87)

In this podcast, Jeffrey Towson discusses why Didi Chuxing, the dominant ride-hailing company in China, is still unprofitable. He explores the factors that have contributed to its dominance, such as its scale and its network effects, and he discusses the challenges that it faces in becoming profitable. For example, he discusses how Didi has to invest heavily in research and development, and how it has to compete with other ride-hailing companies that are also losing money.