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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Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (Tech Strategy – Podcast 132)

This week’s podcast is about Walgreens and Ping An Good Doctor. Both are using digital tools to create entirely new business models in healthcare. And both look like they have real strengths, if successful. I also mention CVS health. You can listen to this podcast here or at iTunes and Google Podcasts. Here are the Ping An […]

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Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (Tech Strategy – Podcast 131)

This week’s podcast is about rate of learning as a concept. That is the digital version of what was originally called the learning curve and the experience effect. Rate of learning has gone from an important idea in production-intensive products to a digital requirement. But the key question is when does rate of learning become […]

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