What Everyone is Getting Wrong About Snowflake (Asia Tech Strategy – Podcast 105)

This week’s podcast is about Snowflake, the “data ecosystem” company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): […]

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How Hillhouse Capital Invests In and Digitizes Chinese Companies. (Asia Tech Strategy – Podcast 100)

This week’s podcast is about Hillhouse Capital and how they are buying and digitizing Chinese and increasingly Asian companies. I talk about their deals with Belle and Gree. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own […]

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Marketplace Lessons and Digital Operating Basics from Boss Zhipin / Kanzhun (Asia Tech Strategy – Daily Lesson / Update)

Chinese recruiting company Kanzhun has gone public on the Nasdaq. It runs a pretty interesting recruiting platform called Boss Zhipin. An Introduction to Boss Zhipin Boss Zhipin is a marketplace platform for recruiting. So this is a pretty standard platform for connecting job-seekers and companies (and recruiting agencies). In 2020, it had 25M monthly active […]

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More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 99)

This week’s podcast is my second on Ram Charan’s new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my […]

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Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (Asia Tech Strategy – Podcast 98)

This week’s podcast is about Ram Charan’s new book “Rethinking Competition Advantage“. I think it has a lot of great insights about the basics of digital operations. But not much about competitive advantage. You can listen to this podcast here or at iTunes and Google Podcasts. Here is the link to the Q&A on Sept 7: Live […]

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China Discussion with Kevin O’Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (Asia Tech Strategy – Podcast 94)

This week’s podcast is about how to profit from political involvement in China tech. But really it is about how to think systematically about the role of the State. And about how to benefit from the State as the mother-of-all catalysts. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. You can sign-up for […]

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