In this episode of the Tech Strategy podcast, Jeffrey Towson discusses the fight for dominant design in cloud computing with Snowflake and Tuya. Towson argues that Snowflake is building three complementary platforms with four network effects, while Tuya is building a platform for the Internet of Things (IoT). Towson believes that the winner of the cloud computing wars will be the company that can build the most comprehensive and integrated platform.
In Part 1, I described JD Logistics (JDL) as being three things. A unique capability that parent JD can leverage in its retail and marketplace businesses. Note: This is basically the same playbook as Coupang and Amazon. A service business that does “integrated logistics”. A logistics network that may become an operating system or ecosystem. […]
In the tech industry, being a first mover does not always guarantee success. In this episode of Jeff’s Asia Tech Class podcast, Jeff Towson discusses the advantages and disadvantages of being a first mover, and argues that later entrants can often have an advantage.
In this podcast, Jeffrey Towson discusses the importance of innovation in the tech industry. He talks about how Elon Musk has been a successful innovator, and how Android has become the dominant design in the mobile operating system market. He also discusses the challenges of innovation, and how companies can overcome them.
In this podcast, Jeffrey Towson discusses how the economics of digital are changing, and how this is impacting pricing. He argues that pricing is becoming increasingly complicated, as businesses need to factor in factors such as bundling, switching costs, and platform business models. Towson believes that businesses need to adapt their pricing strategies to the new digital economy in order to remain competitive.
Jeongmin Seong is a Senior Fellow at the McKinsey Global Institute. His recent research has focused on technology, innovation and China’s economic transition. He recently gave a lecture at Peking University about innovation. My apologies for the poor camera work on this video. By Professors Jeffrey Towson and Jonathan Woetzel of Peking University Guanghua School […]
Jeongmin Seong is a Senior Fellow at the McKinsey Global Institute. His recent research has focused on technology, innovation and China’s economic transition. He recently gave a lecture at Peking University about innovation. My apologies for the poor camera work on this video. By Professors Jeffrey Towson and Jonathan Woetzel of Peking University Guanghua School […]
Jeongmin Seong is a Senior Fellow at the McKinsey Global Institute. Jeongmin’s recent research has focused on technology, innovation and China’s economic transition. He recently gave a lecture at Peking University about innovation. My apologies for the poor camera work on this video. By Professors Jeffrey Towson and Jonathan Woetzel of Peking University Guanghua School […]
*The following is an excerpt from our new One Hour China Contrarian Book (which is available here.). “Jonathan Woetzel (McKinsey & Co, Peking University) and I have written three speed-read China books together. In this latest one, we have put together a collection of our essays that basically make four main contrarian points. These are: […]