Welcome to Tech Strategy Podcast, where we explore the secrets of the best digital companies in the US, China and Asia. In this episode, we introduce the concept of rate of learning and how it can be used to develop a successful digital strategy. We discuss how companies like Alibaba, Google and Amazon have leveraged this concept to achieve success in their respective markets. Tune in to learn more about rate of learning and how it can help you build a winning digital strategy.
This is part 3 on building digital moats. You need to build at two levels: Moats and structural advantages. That’s Warren Buffett land Operating performance. Elon Musk’s crazy pace is a good symbol for this. —–Transcript Below
Last week, I was giving a talk in Shanghai about the digitization of manufacturing. And how this is creating a data ecosystem that connects consumers, retailers, logistics and manufacturing. This is something that Alibaba has been focused on with New Manufacturing. Their XunXi project is about being able to respond in real time to changing […]
NFX’s 16 Network Effects are a powerful tool for businesses looking to gain a competitive edge. By leveraging these effects, you can create a virtuous cycle that drives growth and increases your market share. Whether you’re a startup or an established company, understanding these effects is essential to your success.
In this comprehensive analysis, Jeff Towson delves into the ongoing struggle for profitability faced by leading eCommerce companies such as Grab, Dingdong, Meituan, Didi, GoJek, and iFood. Highlighting recent business model shifts, he discusses the newfound strategies these companies have adopted to strive for profitability. A major focus is placed on the crucial concept of geographic density, underlining its role as a significant type of economies of scale in the eCommerce industry.
In Part 1, I laid out some of the challenges of doing ecommerce in groceries. And two innovative business models that attempted to make it work. One by Alibaba Freshippo and one by Dingdong. Both very interesting. Both, especially Dingdong, being unprofitable. In the past month, both companies have announced operating profits. That was really […]
Monster Energy is a leading energy drink brand that has successfully used digital technology to build its brand and reach new customers. In this podcast, Jeffrey Towson shares insights on how CPG brands can use digital technology to win in the competitive marketplace.
Oriental Trading Company is a successful business that has been around for over 50 years.
The company focuses on quality products, low prices, and a large selection.
These factors have helped Oriental Trading Company to build a strong competitive advantage.
In Part 1, I went through Borsheims, Buffett’s jewelry retailer in Omaha. It has historically had a very strong business model, although this may be changing. And his jewelry business has a lot of interesting parallels to his biggest retail business, Nebraska Furniture Mart. Company 2: Nebraska Furniture Mart (NFM) I was in Omaha with […]
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. […]