I recently met with Rodolfo Chung, CEO of rapidly rising Zé Delivery in Brazil. This is a beverage delivery service that was launched by AB InBev right before Covid – and then took off like a rocket during the lockdown. Basically, it’s a mobile app that lets you order any of 500 SKUs for beer, […]
I have been giving you lots of frameworks and concepts. And after a while, it can all get kind of confusing. Is this new software critical for my business? Is this new business model going to seriously impact our industry? Is this like Amazon completely disrupting retail? Is this more like Mobike, which was nice […]
Network effects are the brass ring of the digital age. Companies and investors, especially venture capitalists, are actively reaching for them. And, like platform business models, they can have multiple important effects. Creating surprisingly durable competitive advantages is one of them. First some general comments and then I’ll go into three types of network effects. […]
It’s easy to get lost in all the factors and phenomena emerging as digital and data technology transform industry after industry. As I have argued before, there are actually four things happening at once: Accelerating digital transformation and / or disruption. New digital tools and data technologies keep emerging. There’s big data and AI. There […]
This is Part 3 in a three part series about Ant Group / Ant Financial. In this part, I talk about how sustained innovation is the primary strategy for maintaining their competitive advantages. Part 1 is How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff’s Asia Tech Class – Podcast […]
The following link is to a 6 Part Primer for Epic Games by Michael Ball. Michael is a highly regarded thinker on US media and entertainment. And media is a space that tends to change quickly with digital. I encourage you to read this. You might have noticed Epic Games in the news lately: They […]
In this class, we go through 6 digital superpowers, which is a simple high-level checklist for when digital tools can significantly change the competitive dynamics of a business. You can listen here or at iTunes, Google Podcasts and Himalaya. Which of the 6 Digital Superpowers does the company have? If any. Dramatically transform the […]