Why Netflix and Amazon Prime Don’t Have Long-Term Power. (2 of 2) (US-Asia Tech Strategy – Daily Article)

In Part 1, I argued that Amazon’s ecommerce business was getting stronger over time (in terms of competitive strength). It has an impressive series of competitive advantages. Amazon Has a Winning Long-Term Strategy. Amazon Prime and Netflix Don’t. (1 of 2) (US-Asia Tech Strategy – Daily Article) I also teed up the idea that Amazon’s […]

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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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Medallia and Whether “Experience Management” Is Viable as Specialty Enterprise (Asia Tech Strategy – Daily Lesson / Update)

So much of the discussion about enterprise software and services is about the giants who dominate. Think Microsoft, Salesforce, etc. But what about the smaller, specialty plays? Which of the specialty enterprise companies will be viable long-term? That is the question I am interested in. In Podcast 108, I spoke about Tuya, which is a […]

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7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Asia Tech Strategy – Podcast 107)

This week’s podcast is about Alibaba and Singles’ Day. Just my thoughts on what really matters. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition My list of 7 […]

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Tuya and Why Hierarchies of Control Matter in Enterprise (Pt 2 of 2)(Asia Tech Strategy – Daily Lesson / Update)

In Part 1, I made a distinction between the development of cloud and enterprise software. There is a sweeping new cloud architecture emerging at the same time almost every B2B enterprise software and service company is trying to become a platform or ecosystem. It’s pretty crazy. For enterprise software and services companies, the price of entry […]

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