There is a lot of talk about how web 3.0, which is about protocol networks, is going to disrupt web 2.0, which is about platform business models. I’ve given you my take on this in three articles: How to Think About Web 3.0 Business Models (1 of 3) (Asia Tech Strategy – Daily Article) Platform-Protocol […]
Category Archives: Networks vs. Platforms vs. Network Effects
Coinbase and How Web3 Is Different (Tech Strategy – Podcast 117)
In this podcast, Jeffrey Towson discusses how web 3.0 companies like Coinbase are different from traditional web 2.0 companies. He argues that most successful web 3.0 companies are platform-protocol hybrids. Towson also discusses the future of web 3.0 and how it will impact the global economy.
Platform-Protocol Hybrids and Why DeFi is the Center of Web3 (2 of 3) (Tech Strategy)
In Part 1, I did a quick summary of the strange mix of ideas that is “web 3.0”. Blockchain, a new technology paradigm that will be built upon for decades. New forms of governance based more on consensus and community. How to disrupt corporate and government authority and shift control and benefits back to users […]
How to Think About Web3 Business Models (1 of 3) (Tech Strategy – Daily Article)
Right now, the venture capital types are all talking about “web 3.0”. Very big names are arguing that this is the big new tech paradigm. But really this is about blockchain, which is a much bigger and more important technology than I had appreciated. When I look at the digital world, I now put things […]
ANE Logistics and 3 Types of Economies of Scale in Physical Networks (3 of 3) (Tech Strategy)
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 […]
ANE Logistics and Network Effects in Physical Networks (2 of 3) (Tech Strategy)
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 […]
An Intro to ANE Logistics and Franchised Physical Networks (1 of 3) (Asia Tech Strategy – Daily Lesson / Update)
Logistics in China / Asia has been on my short list for a long time. There is a lot to like about this space. Logistics has a long-term secular growth trend. As countries and regions develop and grow, they generally ship more and more things around. It’s a slow but steady trend. We see that […]
An Intro to ANE Logistics and Franchised Physical Networks (Asia Tech Strategy – Podcast 110)
ANE Logistics is a Chinese logistics company that uses a franchise model to operate a network of warehouses and trucks. The company’s founder, Jeff Towson, argues that ANE’s model has several advantages over traditional logistics companies. First, it allows ANE to scale more quickly and efficiently. Second, it gives ANE access to a wider range of talent and expertise. Third, it allows ANE to provide a more personalized level of service to its customers.
Info Dictators and Why Mark Zuckerberg Will Choose the Next President (Tech Strategy – Podcast 103)
Info-dictators are individuals or organizations that control the flow of information in our world. They have the power to shape our opinions, beliefs, and behaviors. Mark Zuckerberg is one of the most powerful info-dictators in the world. He controls Facebook, which has over 2 billion users. This gives him the power to influence the outcome of elections, spread misinformation, and control the narrative.
Ant Financial and the 3 Types of Network Effects (Tech Strategy – Podcast 86)
In this podcast, Jeffrey Towson discusses the three types of network effects: direct, indirect, and standardization and interoperability. He explores how these different types of network effects can create value for businesses and consumers, and he discusses the challenges that businesses face in building and maintaining network effects. For example, he discusses how businesses need to invest in marketing and advertising to attract users, and how they need to keep users engaged with their products and services.