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 […]
Microsoft’s Azure strategy is to provide infrastructure and two platforms: Azure App Service and Azure Functions. Azure App Service is a fully managed platform that makes it easy to deploy and scale web applications. Azure Functions is a serverless platform that makes it easy to run code in response to events. These platforms can be used to build scalable and reliable cloud applications.
In this episode of the Tech Strategy podcast, Jeff Towson discusses why most incumbents should forget about platforms and build consumption ecosystems. He explains how consumption ecosystems are different from platforms and how they can help companies create more value for their customers. Towson also talks about the potential benefits and risks of consumption ecosystems and how companies can prepare for their impact.
In Part 1, I summarized my list of digital business model types. For Web2: Linear business models (i.e., pipelines) Production Ecosystems Consumption Ecosystems Company Ecosystems Platforms Pipeline plus Platform Business Model For Web3 (and Web1): Protocol networks (i.e., blockchains) as stand-alone businesses Platform-protocol hybrids Protocol ecosystems (i.e., building blocks) Which I showed in this graphic. […]
Jeff Towson discusses Snowflake, Alibaba, and his 3 favorite cloud business models in this podcast. Listen now to learn more about these companies and their business models. This podcast is a must-listen for anyone interested in cloud computing!
I wrote about Alibaba’s 5 growth strategies under “Domestic Consumption”. But CEO Daniel Zhang has also outlined 5 growth strategies for Alibaba Cloud. And their cloud business is what everyone has been speculating about. It’s the most exciting growth opportunity but it also has the greatest uncertainty. I’ve argued Alibaba is 100% in the platform […]
In Part 1, I discussed Snowflake and its compelling business model for a “data ecosystem”. I argued it was a collaboration (CCS) platform based on data intelligence. Plus some other stuff. And I also outlined 4 types of collaboration platforms, which were: Communication. Zoom, Slack, etc. Data Intelligence. Snowflake and Confluent Team Projects. Manual and […]
This week’s podcast is about Snowflake and Confluent. But the main topic is how to think about coordination, collaboration and standardization (CCS) platform business models. And the 4 types of these platforms. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build […]
I recently wrote quite a bit about Snowflake – and their strategy for building a “data ecosystem”. It’s a big idea and my explanation was to think about Snowflake’s business model as three complementary platforms. Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – […]
At Alibaba’s Investor Day, CEO Daniel Zhang outlined 11 growth stratgies. Five were under Alibaba Cloud (Aliyun). These are the early days of cloud and, likely, a new paradigm for computing and connectivity. It’s chaotic and unclear. But Alibaba is very well positioned to win big. You can listen to this podcast here or […]