Why Uniswap’s Protocol Is a Threat to Coinbase’s PPH Marketplace (Asia Tech Strategy – Podcast 120)

This week’s podcast is about how web 3.0 is creating three types of marketplaces: Digital platforms (web 2.0), such as a Taobao Platform-protocol hybrids, such as Coinbase Protocol networks, such as Uniswap 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 […]

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Coinbase and How Web 3.0 Is Different (Asia Tech Strategy – Podcast 117)

This week’s podcast is about web 3.0. I view most successful web 3.0 companies like Coinbase as platform-protocol hybrids. 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 Digital Businesses Kindle Edition     Here is a […]

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ANE Logistics and 3 Types of Economies of Scale in Physical Networks (3 of 3)(Asia Tech Strategy – Daily Article)

In Part 1, I laid out how to think about physical networks. For logistics, that means lots of warehouses and trucks doing various routes between them. In Part 2, I talked about one of the big competitive advantages of logistics networks, which is network effects. Note: These are significantly different than the network effects we […]

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ANE Logistics and Network Effects in Physical Networks (2 of 3)(Asia Tech Strategy – Daily Lesson / Update)

Ok. Let me see if I can impress you today. In Part 1, I wrote about ANE Logistics, an interesting Chinese company. But I really wanted to make a few points about the nature of logistics and physical networks: There is a difference between networks, platform business models and network effects. Physical networks are different […]

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An Intro to ANE Logistics and Franchised Physical Networks (Asia Tech Strategy – Podcast 110)

This week’s podcast is about ANE Logistics, which is a compelling business model for digitizing and consolidating less than truckload logistics in China. 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 Digital Businesses Kindle Edition […]

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Info Dictators and Why Mark Zuckerberg Will Choose the Next President (Asia Tech Strategy – Podcast 103)

This week’s podcast is about how digital impacts society, business, news and politics. And how centralized planning might be the best solution in a digital world. You can listen to this podcast here or at iTunes and Google Podcasts. — Related articles: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) An […]

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