Facebook is a fascinating company that exemplifies many of the digital concepts we have discussed in this course. In this article, we will explore how Facebook leverages network effects, data, artificial intelligence, platforms, and ecosystems to create value and competitive advantage. We will also analyze Facebook’s challenges and opportunities in the evolving digital landscape.
Facebook Meta is not just one thing, but a collection of different products and services that work together to create a powerful tech ecosystem. In this podcast, Jeff Towson breaks down the four networks (Facebook, Instagram, WhatsApp, and Messenger) and two platforms (Oculus and Spark AR) that form the core of Meta’s strategy. He explains how each network and platform serves a different purpose, attracts a different audience, and generates a different revenue stream. He also analyzes the strengths and weaknesses of Meta’s approach, and what it means for the future of social media and augmented reality.
Verisign is one of the most profitable and durable businesses in the tech world. It operates the .com and .net domains, which are essential for the internet infrastructure and have no viable substitutes. In this article, Jeff Towson breaks down the Verisign business model and explains why it is so hard to disrupt.
The Didi financials are finally out. And they are an interesting mix of good and bad. Didi has market dominance and tech leadership in the largest market for shared mobility. But it is also chronically unprofitable. For investors, this could be a fantastic opportunity. Because Didi’s ongoing losses will scare off investors and likely lower […]
In this podcast, Jeffrey Towson discusses why Didi Chuxing, the dominant ride-hailing company in China, is still unprofitable. He explores the factors that have contributed to its dominance, such as its scale and its network effects, and he discusses the challenges that it faces in becoming profitable. For example, he discusses how Didi has to invest heavily in research and development, and how it has to compete with other ride-hailing companies that are also losing money.
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. […]