4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (Tech Strategy – Podcast 149)

This week’s podcast is about how consumer packaged goods (CPG) companies can go digital. It’s my 4 basic rules to get going. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the China Tech Tour. My 4 Rules for CPG Brands […]

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Two Digital Strategy Lessons from AB InBev and Zé Delivery (2 of 2) (Tech Strategy – Daily Article)

Key concepts for this article: DOB2: Never-Ending Customer Improvements and Personalization Economies of Scale: Geographic Density (CA13) *** As mentioned in Part 1, I recently visited Zé Delivery in Sao Paulo and toured their growing facilities with CEO Rudolfo Chung. Zé Delivery is a Brazilian beverage delivery app launched by global beer giant AB InBev. […]

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3 Questions Will Determine the Future Value of Mercado Libre (Tech Strategy – Daily Article)

I recently visited Mercado Libre’s headquarters outside of Sao Paolo and had some interesting discussions with management. It was a great visit and Mercado Libre is really an interesting company in terms of strategy. The core ecommerce business is what you would expect for a large regional, multi-country marketplace. And the expansion from ecommerce into […]

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Elon Musk’s Strategy for Twitter is to Supercharge Performance – And Then 10x the Product (Tech Strategy – Podcast 145)

This week’s podcast is about Elon Musk’s take-over and turn-around of Twitter. Lots of cool lessons in what he has done in the first 3 weeks. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour. Here […]

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Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (Tech Strategy – Podcast 144)

This week’s podcast is Production and Consumption Ecosystems as digital business models. This thinking is mostly by Professor Mohan Subramaniam, who wrote the book The Future of Competitive Strategy: Unleashing the Power of Data and Digital Ecosystems. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. My […]

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9 Digital Business Models: An Intro to Consumption Ecosystems (2 of 2) (Tech Strategy – Daily Article)

In Part 1, I summarized my list of digital business model types. For Web2: Linear business models (i.e., pipelines) Production Ecosystems Consumption Ecosystems Company Ecosystems Platforms Pipeline plus Platform Business Model For Web3 (and Web1): Protocol networks (i.e., blockchains) as stand-alone businesses Platform-protocol hybrids Protocol ecosystems (i.e., building blocks) Which I showed in this graphic. […]

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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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