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 […]
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 – […]
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 […]
Jeffrey Towson discusses the Chinese smart home company Tuya in this podcast. He shares his five questions for assessing the viability of a specialty ecommerce company and discusses Tuya’s strengths and weaknesses. Tuya is a leading provider of smart home solutions, with over 200,000 customers in over 200 countries. The company has been growing rapidly, but it faces competition from other Chinese companies, as well as from global players like Amazon and Google.
B2B and enterprise software / services is a big, new frontier in digital China / Asia. It is far behind the West but it’s an area a lot of venture capitalists have been focusing on. There is the argument that the B2C story of the past 10 years is fading. I don’t really buy that. […]
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 […]
In the past months, I’ve been looking at companies are on the enterprise and cloud side. As opposed to the B2C side, which is where China / Asia tends to be very advanced. As part of this, I recently did a podcast about the fight for “dominant design” in cloud. Snowflake, Tuya and the Fight […]