Two Digital Strategy Lessons from AB InBev and Zé Delivery (2 of 2) (Tech Strategy – Daily Article)

Key concepts for this article: DOB2: Never-Ending Customer Improvements and Personalization Economies of Scale: Geographic Density (CA13) *** As mentioned in Part 1, I recently visited Zé Delivery in Sao Paulo and toured their growing facilities with CEO Rudolfo Chung. Zé Delivery is a Brazilian beverage delivery app launched by global beer giant AB InBev. […]

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Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4)(Tech Strategy – Daily Article)

Newly public Grab has recently had an investors day (September 2022), with lots of presentations by CEO Anthony Tan, COO Alex Hungate and others. It was quite good and had a surprising amount of detail. I went through the slides and found what I think are the important take-aways. In this and the next article […]

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Lessons in Purchasing Economies from Costco, JD and Pinduoduo (Tech Strategy – Podcast 142)

This week’s podcast is about economies of scale in purchasing power. I go through Walmart and Costco as traditional examples. And point to JD, Apple, and Pinduoduo as digital examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here are types of economies of […]

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How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (Tech Strategy – Podcast 139)

This week’s podcast is about AB InBev’s rapidly rising beverage delivery service Ze Delivery. I visited the facilities and spoke with CEO Rudolfo Chung. It’s a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here is one of the dark kitchens. ——– Related articles: Why I Really Like Amazon’s Strategy, […]

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Why Economies of Scale Is Still the Default Digital Strategy (Tech Strategy – Podcast 135)

This week’s podcast is about economies of scale – and why it is still the standard strategy. Especially in specialized areas and niche markets. You can listen to this podcast here or at iTunes and Google Podcasts. ——- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 […]

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Buffett’s Airline Stocks and an Intro to Economies of Scale in Fixed Costs (Tech Strategy – Daily Article)

Economies of scale as a phenomenon goes back to Adam Smith, so it is, unsurprisingly, often described in industrial terms. It is the phenomenon where per unit costs decrease with increasing volume or throughput (i.e., output produced per unit of time). This can result from quite a few different factors – such as: The division […]

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