Will GoTo “Win it All” in Indonesia? (Tech Strategy – Podcast 123)

This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article) […]

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How Digital Is Wrecking Havoc on Barriers to Entry (Tech Strategy – Podcast 115)

This week’s podcast is about Barriers to Entry, which is one of my 6 levels of competition. 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 I break competition under digital change into […]

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How to Measure Moats (Asia Tech Strategy – Daily Article)

I have broken moats and structural advantages into three levels: Competitive Fortresses. This is the highest level and quite rare. The symbol I use is a castle on top of a mountain. Competitive Advantages. These are advantages versus current rivals, both large and small. I have placed competitive advantages higher up as they are usually […]

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Don’t Go Gaga Over Shein’s “Ultra-Fast Fashion” Model. It’s Mostly a Low-Priced DTC Apparel Story. (Tech Strategy – Daily Article)

In the past year, Chinese online apparel brand and retailer Shein surpassed Amazon (briefly) as the #1 downloaded ecommerce app in the USA. That got people’s attention. People are remembering how TikTok did the same thing to Facebook 1-2 years ago. And there are unconfirmed reports of 100% year-over-year revenue growth for Shein, reaching $10B […]

Waze, Google Maps and How Warren Buffett Made 50% on a Map Company (Jeff’s Asia Tech Class – Daily Update)

I’ve been thinking a lot about mapping companies. On one hand, they are typical “information goods” companies, most of which have had their economics turned upside down by digital. Everything from encyclopedias and phone books to videos and music. There is a long list of previously good businesses that have been transformed, disrupted and/or destroyed. […]

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JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)

A final short discussion about this week’s lecture / podcast on JD vs. Alibaba. And how they compete on different factors. The talk is located here: JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18) I expanded on this in yesterday’s Daily Lesson, where […]

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