In Part 1, I argued there are four strategy questions for ARM: Will they continue to benefit from a secular trend? Is their tailwind continuing? What is the state of their core product and growth engine? What are the competitive strengths of their business model? Are they changing? Are there external CGT factors that will […]
In this podcast, we explore the four digital concepts that are powering ARM Holdings’ tech strategy. We explain how these concepts are helping ARM to stay ahead of the competition and what other companies can learn from them. If you’re interested in learning more about digital strategy and how it can help your business, then this article is for you.
I break competitive advantages into those on the demand-side and those on the cost / supply-side. Plus government-granted advantages. It results in a list of 15 types. On the demand-side, everyone dreams of network effects. Especially for digital businesses. But these are actually quite rare. On the cost and supply-side, companies talk a lot about […]
I look for four types of competitive advantages on the revenue and demand side: Share of the Consumer Mind, Share of the Producer Mind and Customer / User Activity and Buying Behavior. Which contains lots of sub-types such as buying habits, branding and emotional attachment. And not just for consumers and B2B customers. But also […]
In this podcast, Jeffrey Towson discusses the concept of “criticality” as a type of switching cost. He specifically talks about Wabco, one of Warren Buffett’s companies that has fairly powerful B2B criticality. Wabco is a supplier of braking systems for trucks and buses, and its products are critical to the operation of these vehicles. As a result, customers are reluctant to switch to other suppliers, even if Wabco’s prices are higher. This gives Wabco a strong competitive advantage.
I like the saying that winning in digital B2C is like catching lightning in a bottle. But winning in digital B2B is more like mining. The former happens really fast but is difficult to predict. The latter is slower but pretty reliable when you’re in the right spot. You just keep digging away over time. […]
In this insightful episode of Tech Strategy Podcast, we explore the concepts of economies of scale and switching costs. Understand how these key business principles impact the competitive dynamics in the tech industry. Join us for a deep dive into the strategies that successful tech companies in Asia employ to gain a competitive edge.
In this podcast, Jeffrey Towson discusses how the economics of digital are changing, and how this is impacting pricing. He argues that pricing is becoming increasingly complicated, as businesses need to factor in factors such as bundling, switching costs, and platform business models. Towson believes that businesses need to adapt their pricing strategies to the new digital economy in order to remain competitive.
Xiaomi and Meitu are two Chinese companies that are trying to build platforms / ecosystems. Xiaomi has been more successful so far, but Meitu has a number of advantages that could help it catch up. It will be interesting to see who emerges as the winner in this race.
In this podcast, Jeffrey Towson discusses how companies like WeChat and TikTok are changing the way businesses compete for consumers’ attention in the digital age. He argues that the share of the consumer mind is becoming a more important competitive advantage than ever before. Towson provides examples of how WeChat and TikTok are using digital tools to capture the consumer mind, and he discusses the implications for businesses of all sizes.