How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152)

This week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models – like YouTube, TikTok and maybe OnlyFans. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here […]

4 Types of Intangible Assets in Digital Businesses (Tech Strategy – Podcast 151)

This week’s podcast is about why intangible assets are so important in operations, competitive moats and valuation. They are central to digital businesses – but confusing. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the AI company Movio.la Here is the link to the China […]

Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)

This week’s podcast is about how generative AI is disrupting content creation. This is a major tech shift and a lot of big incumbents (such as Netflix and Disney) are going to be impacted. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the […]

4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (Tech Strategy – Podcast 149)

This week’s podcast is about how consumer packaged goods (CPG) companies can go digital. It’s my 4 basic rules to get going. 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 China Tech Tour. My 4 Rules for CPG Brands […]

My Valuation for Microsoft (Tech Strategy – Podcast 148)

This week’s podcast is about Microsoft and how I approach its valuation. 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.   ———- Related articles: An Intro to Growth and “Birds in the Bush” in Digital Valuation (Tech […]

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. […]

ChatGPT and the New Machine Human Interface (Tech Strategy – Podcast 146)

This week’s podcast is about the arrival of ChatGPT, which is stunning people everywhere with its content generation. 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 is the link to ChatGPT Here is the past article […]

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 […]

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 […]

What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)

This week’s podcast is Grab’s growth initiatives, which are critical for getting to operating profits. They also provide a case for talking about core vs. adjacency growth. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Grab’s compelling growth initiatives include: New Services for Consumers GrabUnlimited […]