I wrote about Alibaba’s 5 growth strategies under “Domestic Consumption”. But CEO Daniel Zhang has also outlined 5 growth strategies for Alibaba Cloud. And their cloud business is what everyone has been speculating about. It’s the most exciting growth opportunity but it also has the greatest uncertainty. I’ve argued Alibaba is 100% in the platform […]
I’ve been arguing that digital strategy is mostly about developing expertise in 4 areas. Digital economics Platform business models AI and machine learning Blockchain Each area has lots of depth and most of the subjects listed in the Concept Library are about the first two. The last two are still emerging. But I think if […]
We are a couple of years into the epic (pun intended) fight between Apple and Epic Games over the App Store. This is really the biggest tech fight we have seen in tech in a decade. For example: Apple doubles down in fight with Fortnite creator Epic Games, seeks damages for breach of contract (CNBC) […]
In the past months, I’ve been looking at companies are on the enterprise and cloud side. As opposed to the B2C side, which is where China / Asia tends to be very advanced. As part of this, I recently did a podcast about the fight for “dominant design” in cloud. Snowflake, Tuya and the Fight […]
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses whether Huawei’s HarmonyOS can break Android’s global dominance. He argues that HarmonyOS has several strengths, including its security features and its ability to run on a wide range of devices. However, he also notes that HarmonyOS faces several challenges, including the lack of app support and the fact that it is competing against an entrenched incumbent.
Huawei is “all in” on building a third mobile operating system and ecosystem. This is the first major challenge to the Android-Apple iOS duopoly in almost a decade. And as iOS is a closed system, it is really about Huawei taking on globally dominant, open source Android. It’s a big deal. I recently spoke with […]
In this episode of Tech Strategy Podcast, we delve into the emerging ecosystem of JD Logistics. Discover how this innovative approach is reshaping the logistics industry and influencing the broader tech landscape in Asia. Join us as we unpack the strategies and implications of this new type of ecosystem.
In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]
Long-term investors search for high quality companies they can buy and hold. They ignore the near-term swings in stock prices and, instead, try to capture the larger creation of value in the enterprise over time. It’s a long-term wealth creation strategy. And it really works… …for a small number of companies. Yes, the results of […]
In this podcast, Jeffrey Towson discusses the emerging art of ecosystem management. He argues that ecosystems are more important than platforms in the digital economy, and that companies need to focus on orchestrating and managing their ecosystems in order to succeed. He compares Alibaba’s ecosystem to Android’s, and argues that both companies have been successful because they have created ecosystems that are open and collaborative.