This article by digital strategy consultant Jeffrey Towson dives into the evolving business models of mapping companies. It explores what mapping companies are and provides three prime examples: Sanborn Maps, Waze and Google Maps. However, the article also touches upon the challenges faced by mapping companies in the digital age, suggesting a need for a strong digital transformation strategy.
In this Tech Strategy Daily article, Jeff Towson discusses the 3 digital concepts that are powering ARM Holdings’ tech strategy. These concepts include the Internet of Things (IoT), artificial intelligence (AI), and 5G. By leveraging these concepts, ARM is staying ahead of the competition and driving innovation in the tech industry.
In this podcast, Jeffrey Towson discusses why he doesn’t like Netflix, Singapore Press, and most digital content businesses. He argues that these businesses lack a moat, which is a sustainable competitive advantage. He also argues that these businesses are too focused on quantity over quality.
In this podcast, Jeffrey Towson discusses the return of Ant Group after 2 years in restructuring. He talks about Ant’s new international payment initiative, Alipay+, and how it could disrupt the global payments market. He also discusses the challenges that Ant faces in its new incarnation, such as regulatory scrutiny and competition from other tech giants.
In Part 1, I laid out some basic theory about marketplace platforms for services, which is a fascinating interesting subject. And it is much more complicated than marketplaces for products. Ecommerce for services just has a much longer development pathway. As ecommerce and marketplaces move into more complicated services, such as medical care, legal and […]
GoTo is a digital platform that combines the services of two of Indonesia’s largest tech companies: Gojek and Tokopedia. The company has a strong presence in the country’s e-commerce and ride-hailing markets, and it is growing rapidly. However, GoTo faces stiff competition from other tech giants like Alibaba and Tencent.
Digital economics are just very strange. As soon as a service or business becomes infused with software and data technology, the economics start to change and strange things happen. Reproduction costs drop to zero. Stuff starts becoming free. Scalability increases dramatically and can be surprisingly cheap. And some old, obscure ideas in economics start to […]
In this episode of the Tech Strategy Podcast, Jeff Towson discusses how digital technology is wrecking havoc on traditional barriers to entry in the business world. He talks about how new technologies, such as artificial intelligence and machine learning, are making it easier for startups to compete with established incumbents. He also discusses how the rise of digital platforms is changing the way businesses compete and interact with customers.
In this podcast, Jeffrey Towson discusses two big questions about the business models of AI software companies: What are the unit economics of large AI companies? What types of scale advantages and network effects do large AI companies have? He argues that AI software companies are still in the early stages of development, and that the answers to these questions will depend on how the market for AI software evolves in the years to come.
A moat is a competitive advantage that allows a company to generate sustainable profits. There are three levels of moat strength: competitive fortresses, competitive advantages, and competitive nuisances. Companies with strong moats are more likely to be successful in the long run.