Confluent, Red Hat, and More on Coordination Platforms (2 of 2) (Asia Tech Strategy – Daily Article)

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 […]

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Snowflake, Red Hat, Confluent and 4 Types of Coordination Platforms (1 of 2)(Asia Tech Strategy – Daily Article)

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 – […]

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Medallia and Whether “Experience Management” Is Viable as Specialty Enterprise (Asia Tech Strategy – Daily Lesson / Update)

So much of the discussion about enterprise software and services is about the giants who dominate. Think Microsoft, Salesforce, etc. But what about the smaller, specialty plays? Which of the specialty enterprise companies will be viable long-term? That is the question I am interested in. In Podcast 108, I spoke about Tuya, which is a […]

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Tuya and How to Predict the Winners in Specialty Enterprise (Asia Tech Strategy – Podcast 108)

This week’s podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example of a specialty B2B play. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure […]

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Tuya and Why Hierarchies of Control Matter in Enterprise (Pt 2 of 2)(Asia Tech Strategy – Daily Lesson / Update)

In Part 1, I made a distinction between the development of cloud and enterprise software. There is a sweeping new cloud architecture emerging at the same time almost every B2B enterprise software and service company is trying to become a platform or ecosystem. It’s pretty crazy. For enterprise software and services companies, the price of entry […]

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