How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)

I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. But we can also point to search engines, community sites and many others. How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152) The […]

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The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)

Key concepts for this article: The Brutal Economics of Digital / Information Audience-Builder Platforms *** ChatGPT and large language models (LLM) have everyone talking. The ChatGPT prototype launched on November 30 is stunning. ChatGPT, which stands for Generative Pre-Trained Transformer, is basically a superpowered chatbot built on top of OpenAI’s GPT-3.5 suite of large language […]

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Microsoft’s 3 Big Upgrades to its 2 Big Platforms (2 of 2) (Tech Strategy – Daily Article)

If we look at Microsoft’s business lines, we can see 7-8 significant businesses. It’s a big company. But I think it’s mostly about 4 particularly dominant businesses. They are: Azure, which is part of a global cloud oligopoly (AWS, Azure, Google Cloud). Windows, which has long been a global operating system monopoly. Office, which is […]

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Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (Tech Strategy – Podcast 147)

This week’s podcast is about two leading and well run ecommerce companies in Brazil: Magazine Luiza / Magalu and Mercado Libre. Both companies have compelling but different business models. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour. […]

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Alibaba’s 3 OMO Lessons for Brazil’s Magalu (2 of 2) (Tech Strategy – Daily Article)

Jack Ma coined the term “new retail” in China in 2016. The idea was to merge the physical and digital assets of retail into one seamless, data-driven customer experience. Really, his term “new retail” was about online-merge-offline (OMO), a phenomenon we can see in lots of industries. Under the banner of new retail, Alibaba made […]

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Microsoft’s Azure Strategy Is “Two Platforms Plus Infrastructure” (1 of 2) (Tech Strategy – Daily Article)

I’ve been looking a lot at Microsoft. It’s a really compelling digital business model. Like stunningly powerful. But it’s pretty confusing. Microsoft has an endless list of products and services. And so many user groups (consumers, enterprises, SMEs, developers, etc.). And, of course, so many types of revenue. For example, here are Microsoft’s major revenue […]

Elon Musk’s Strategy for Twitter is to Supercharge Performance – And Then 10x the Product (Tech Strategy – Podcast 145)

This week’s podcast is about Elon Musk’s take-over and turn-around of Twitter. Lots of cool lessons in what he has done in the first 3 weeks. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour. Here […]

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Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (Tech Strategy – Podcast 144)

This week’s podcast is Production and Consumption Ecosystems as digital business models. This thinking is mostly by Professor Mohan Subramaniam, who wrote the book The Future of Competitive Strategy: Unleashing the Power of Data and Digital Ecosystems. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. My […]

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