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

In Part 1, I detailed two examples of how AI-powered services are going to be superior to digital platforms (in some cases). They were: Uber vs. Robotaxis. Autonomous driving as a service is going to mostly replace ride-sharing platforms. Google Search vs. Neema. ChatGPT and other LLM content creation services are creating alternate and sometimes […]

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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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The Rise of Alibaba in 10 Slides (1 of 2) (Tech Strategy – Daily Article)

Years ago, I started mapping out the evolution of Alibaba with pictures. I was having a hard time keeping all the moving parts in mind. And I was becoming more and more convinced that digital company development is path dependent. What comes next depends on what just happened. Microsoft is only capable of its current […]

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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Snowflake, Alibaba and My 3 Favorite Cloud Business Models (Tech Strategy – Podcast 141)

This week’s podcast is about cloud business models. It’s a complicated and evolving subject. But I am trying to identify good cloud business models that aren’t obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available […]

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Steam, Garena and Specialty Gaming Business Models (Tech Strategy – Podcast 137)

This week’s podcast is about Steam and Garena, which are good examples of successful specialty gaming business models. These are niche businesses that have thrived in the shadow of the giants. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my criteria for specialty ecommerce businesses. Is the company sufficiently differentiated in […]

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