The Rise of Alibaba in 10 Slides (1 of 2) (Tech Strategy – Daily Article)

Years ago, I started mapping out the evolution of Alibaba with pictures. I was having a hard time keeping all the moving parts in mind. And I was becoming more and more convinced that digital company development is path dependent. What comes next depends on what just happened. Microsoft is only capable of its current […]

ANE Logistics and Network Effects in Physical Networks (2 of 3)(Asia Tech Strategy – Daily Lesson / Update)

Ok. Let me see if I can impress you today. In Part 1, I wrote about ANE Logistics, an interesting Chinese company. But I really wanted to make a few points about the nature of logistics and physical networks: There is a difference between networks, platform business models and network effects. Physical networks are different […]

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Skillz vs. Electronic Arts: The Rise of Digital Sin Stocks. (Tech Strategy – Podcast 88)

In this podcast, Jeffrey Towson discusses the rise of “digital sin stocks” such as Skillz and Electronic Arts. He explores the factors that have contributed to their success, such as the growth of mobile gaming and the increasing popularity of esports. He also discusses the risks that investors face when investing in these types of companies, such as the potential for regulation and the addictive nature of their products.

3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)

Network effects are the brass ring of the digital age. Companies and investors, especially venture capitalists, are actively reaching for them. And, like platform business models, they can have multiple important effects. Creating surprisingly durable competitive advantages is one of them. First some general comments and then I’ll go into three types of network effects. […]

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Fiverr and the Classic Marketplace Platform Playbook (Tech Strategy – Podcast 74)

In this episode of the Tech Strategy podcast, Jeffrey Towson discusses the classic marketplace platform playbook, using Fiverr as an example. He explains how these platforms work, the competitive advantages they enjoy, such as network effects and economies of scale, and the challenges they face, such as competition from other platforms and the need to keep up with changing customer demands.