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)

This week’s podcast is about Nike in China. But it really about how you win as a participant in large platform businesses in ecommerce and social media. 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 […]

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

This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It’s a fascinating company for looking at the evolving business models of AI software. The two big questions are: What are the unit economics of large AI companies? What types of scale advantages and network effects do large […]

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

This podcast is about the super cool economics of Adobe Inc. And how they capture the economics of digital by also building strong competitive moats. In Adobe’s case, it’s mostly network effects and bundling. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The digital economics terms cited are: Zero marginal production costs. […]

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