3 Big Digital Changes in Retail and Ecommerce (Tech Strategy – Podcast 138)

This week’s podcast is about important digital changes happening in ecommerce and retail, and that are mostly coming out of China / Asia. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my digital operating basics. ——- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech […]

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Why I Don’t Like Netflix, Singapore Press and Most Digital Content Businesses (Tech Strategy – Podcast 136)

This week’s podcast is about digital content businesses, which are entirely digital economics. They can have great economics but absolutely need a moat. You can listen to this podcast here or at iTunes and Google Podcasts. Three digital content strategies I do like are: Network effects with long-tail of UGC. Such as YouTube and TikTok. Creates durable IP. […]

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Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (Tech Strategy – Podcast 134)

This week’s podcast is about the human capital part of the digital operating basics. Specifically, DOB5: Leadership and management and DOB6: People, Culture and Teams. Middle Eastern retailer is a good example of a company that has been focusing on this area. You can listen to this podcast here or at iTunes and Google Podcasts.   —–– Related […]

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Why GE Failed in Digital (For Now) (Tech Strategy – Podcast 128)

This week’s podcast is about GE and their big digital transformation initiative from 2011-2018. However, I am not a GE expert by any stretch. I am just presenting a very simplified version of their digital initiatives (from case studies) for a discussion about digital transformation. You can listen to this podcast here or at iTunes and Google Podcasts. […]

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Amazon’s Moat in Ecommerce is Growing. But Falling in Video. Just Like for Netflix. (US-Asia Tech Strategy – Podcast 125)

This week’s podcast is about Amazon’s competitive advantages. We can see clearly growing moats in ecommerce. But increasing competition is revealing the lack of defenses in video streaming. Netflix has the same problem. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap […]

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Don’t Underestimate Growth Plus the Digital Operating Basics (Tech Strategy – Podcast 122)

This week’s podcast is about combining two previously covered topics: growth and the digital operating basics. This can be surprisingly powerful. You can listen to this podcast here or at iTunes and Google Podcasts. Most of the growth thinking is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit […]

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Grab and Why Operating Cash Flow is Part of the Digital Operating Basics (2 of 3) (Tech Strategy – Daily Article)

In Part 1, I went through the basics of newly public Grab. It’s one of the first tech unicorns of Southeast and it’s an interesting combination of a mobility and a food delivery platform. At first pass, we could represent it this way. You can see a marketplace platform for mobility services, which is where […]

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Alibaba, WeChat and How Nike Won as a Platform Participant in China (Asia 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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