In this week’s episode, Jeff Towson dives deep into the concept of the rate of learning as a competitive advantage, a significant shift from its origins in production-intensive products to a digital necessity. He explores how Amazon and Tencent have harnessed this capacity, transforming it into a formidable competitive tool. The episode offers insightful perspectives on the ‘smile marathon’, the experience effect, and the emergence of the rate of learning as a key competitive advantage.
Category Archives: SMILE Marathon: Rate of Learning and Adaptation
Lessons from Philip Fisher on Tencent, Motorola and Rate of Learning (Tech Strategy – Daily Article)
I recently wrote about Shein and how they are increasing on rate of learning (plus low prices). That article is here. And I characterized their rapid updating of their site (adding +1,000 new products per day) as “retail at the speed of algorithms”. However, there are other types of rate of learning. One is when […]
Shein and How To Compete on Rate of Learning (Asia Tech Strategy – Daily Lesson / Update)
Take-Away 1: With reports of +1,000 new products being added to Shein every day, there is a lot of speculation that this is a newer, faster version of fast fashion. That may be true in the future. But today, Shein’s growth appears to be mostly from offering really low-priced apparel to Gen Z women on […]
Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (Tech Strategy – Podcast 83)
In this podcast, Jeffrey Towson discusses the rise of Shein, a Chinese fast fashion retailer that has become one of the most popular online apparel brands in the world. He argues that Shein’s success is due to its low prices, its use of algorithms to design and market its products, and its rapid shipping times. He concludes that Shein is a disruptive force in the fashion industry and that its success could have implications for other retailers.
Introduction to Innovation, Elon Musk and Android’s Dominant Design. (Tech Strategy – Podcast 58)
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.
Why the Bytedance “Attention Factory” Is a Threat to Facebook (Tech Strategy – Podcast 52)
In this podcast, Jeffrey Towson discusses how Bytedance’s “attention factory” business model is a threat to Facebook. He argues that Bytedance’s ability to collect and analyze user data, combined with its focus on short-form content, gives it a significant competitive advantage. Towson believes that Facebook needs to adapt its business model to compete with Bytedance.
Huawei, Luckin and the SMILE Marathon (Jeff’s Asia Tech Class – Podcast 34)
In this class, I go into the increasing dimensions of operational marathons. I call these the SMILE marathon. You can listen here or at iTunes, Google Podcasts and Himalaya. SMILE Marathons. Competing every day on which dimensions? Scale, Scope, Efficiency and Effectiveness Machine Learning / AI Factories and Zero-Human Operations Innovation Rate of Learning […]
Alibaba and How To Cheat in Innovation Marathons (Daily Update – Asia Tech Strategy)
In previous Daily Updates, I presented 4 slides that showed the evolution of Alibaba as a powerful marketplace platform. A 3 Slide Summary of Alibaba and Marketplace Platform Strategy (Daily Update, Jeff’s Asia Tech Class) Alibaba and the Power of Externalizing Capabilities (Daily Update – Jeff’s Asia Tech Class) In the first one, I argued […]
How Should Huawei’s Smartphone Business Respond to the US Tech Ban? Part 2 (Jeff’s Asia Tech Class – Podcast 17)
In this class, we continue the discussion about what Huawei should have done after the US tech ban. In Part 1, we discussed the telco business. Here we talk about the consumer and smartphone business. You can listen here or at iTunes and Himalaya. I presented four options for what to do: Fix […]