3 More Digital Concepts Powering ARM Holdings (3 of 4) (Tech Strategy – Daily Article)

In this Tech Strategy Daily article, Jeff Towson discusses the 3 digital concepts that are powering ARM Holdings’ tech strategy. These concepts include the Internet of Things (IoT), artificial intelligence (AI), and 5G. By leveraging these concepts, ARM is staying ahead of the competition and driving innovation in the tech industry.

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The Sexy But Dangerous Economics of Digital (Tech Strategy – Podcast 173)

Immerse yourself in the compelling realm of digital tech strategy with Jeff Towson’s latest podcast. This episode explores the attractive yet hazardous economics of the digital tech industry, providing insights into its potential benefits and inherent dangers. An essential listen for anyone eager to comprehend the complexities and future trends of this swiftly evolving sector.

The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)

Key concepts for this article: The Brutal Economics of Digital / Information Audience-Builder Platforms *** ChatGPT and large language models (LLM) have everyone talking. The ChatGPT prototype launched on November 30 is stunning. ChatGPT, which stands for Generative Pre-Trained Transformer, is basically a superpowered chatbot built on top of OpenAI’s GPT-3.5 suite of large language […]

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Get Ready for Alipay+ and Ant Group 2.0 (Tech Strategy – Podcast 129)

In this podcast, Jeffrey Towson discusses the return of Ant Group after 2 years in restructuring. He talks about Ant’s new international payment initiative, Alipay+, and how it could disrupt the global payments market. He also discusses the challenges that Ant faces in its new incarnation, such as regulatory scrutiny and competition from other tech giants.

Alibaba, WeChat and How Nike Won as a “Platform Participant” in China (Tech Strategy – Podcast 118)

In this podcast, Jeffrey Towson discusses how Nike has successfully built a competitive advantage in China by participating in the large platform businesses of Alibaba and WeChat. He shares insights on how other businesses can do the same. Towson argues that businesses need to focus on providing a great customer experience and building strong relationships with platform partners. He also emphasizes the importance of data-driven decision-making.

Two Big Questions About SenseTime and AI Software Business Models (Asia Tech Strategy – Podcast 114)

In this podcast, Jeffrey Towson discusses two big questions about the business models of AI software companies: What are the unit economics of large AI companies? What types of scale advantages and network effects do large AI companies have? He argues that AI software companies are still in the early stages of development, and that the answers to these questions will depend on how the market for AI software evolves in the years to come.

Adobe Inc. and the Power of Old School Software Economics (Tech Strategy – Podcast 81)

In this podcast, Jeffrey Towson discusses how Adobe has been able to maintain its dominance in the software industry despite the rise of cloud-based alternatives. He argues that Adobe’s success is due to its focus on old-school software economics, such as network effects and recurring revenue. He explains that network effects make it more valuable for each user to join a platform as more users join, and that recurring revenue provides a steady stream of income that can be used to invest in new products and services.