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 […]

Will GoTo “Win it All” in Indonesia? (Tech Strategy – Podcast 123)

This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) […]

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5 Predictions for Nubank 2.0 (Asia Tech Strategy – Podcast 116)

This week’s podcast is about Nubank, Brazil’s rapidly rising digital bank. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition Here are my 5 predictions for Nubank 2.0 #1: Nubank Could Offer […]

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What Everyone is Getting Wrong About Snowflake (Asia Tech Strategy – Podcast 105)

This week’s podcast is about Snowflake, the “data ecosystem” company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): […]

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Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – Daily Lesson / Update)

In Part 1, I laid out the basics for Snowflake, a “data ecosystem” or “data warehouse as a service” company. The company appears to have a complicated business model. But it’s actually not if you look at it the right way. Which is the point of this article. I have 7 initial conclusions about the […]

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Google, the NBA and Competitive Fortresses at the Top of the Pyramid (Asia Tech Strategy – Daily Lesson / Update)

In the past weeks, I have sent you multiple emails with various types of competitive advantages. Such as switching costs, network effects, purchasing economies and location and transportation cost advantages. The links are below: Walmart, JD and Purchasing Economies at Traditional and Online Retailers (Asia Tech Strategy – Daily Lesson / Update) Beer, Southwest and […]

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