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 […]
My standard question is: What is the quality of the business? I go through lots of checklists for this. It generally takes me 40 pages of written notes to get through a basic assessment of company quality. But the simple version is: What is the market size and its growth? Is there a long-term secular […]
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 […]
I like Bytedance. I think they make great apps. Super engaging. With fantastic user interfaces. They are one of the most innovative mobile app companies on the planet. But they suck at internationalization. Their attempt to become China’s first international digital company has been a slow moving train wreck. Lots of us have been predicting […]
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, I talk about why platforms fail and do an introduction to ecosystems vs. platforms. You can listen here or at iTunes, Google Podcasts and Himalaya. Cited in this talk: Why Do Most Business Ecosystems Fail (BCG) Related podcasts and articles: How Did Alibaba Beat Everyone? Products vs. Digital Platforms. (Jeff’s Asia […]
In this class, I talk about the role of the state as a key factor in certain industries and countries. This tends to be a fuzzy, uncomfortable aspect when it comes to analysis. But it is fairly common for government to act as both policeman and player. And it can often be easy to […]
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 […]
In this class, I talk about my interview with He Xiaodong of JD. And about how chatbots are evolving into conversational AI. Plus the basics of AI economics. CORRECTION. In this podcast, I mentioned that JD’s Smart Customer Service has the personality of a young woman. Xiaodong was actually referreing to Microsoft’s Xiaolce. My […]