In this episode of the Tech Strategy Podcast, Jeff Towson discusses how digital technology is wrecking havoc on traditional barriers to entry in the business world. He talks about how new technologies, such as artificial intelligence and machine learning, are making it easier for startups to compete with established incumbents. He also discusses how the rise of digital platforms is changing the way businesses compete and interact with customers.
In this podcast, Jeffrey Towson discusses two big questions about the business models of AI software companies: What are the unit economics of large AI companies? What types of scale advantages and network effects do large AI companies have? He argues that AI software companies are still in the early stages of development, and that the answers to these questions will depend on how the market for AI software evolves in the years to come.
In this podcast, Jeffrey Towson interviews Abel Deng, CEO of Huawei Thailand, about Huawei’s four big projects in Thailand. Deng discusses the importance of digital infrastructure in Thailand’s economic development and how Huawei is helping to build the country’s digital future. The four projects are:
Building a 5G network in Thailand
Developing a smart city in Bangkok
Investing in education and training
Supporting the development of startups
I visited the Huawei headquarters in Bangkok and interviewed Thailand CEO Abel Deng. It was a fascinating discussion and it really got me thinking about two questions: What is the next generation of digital infrastructure going to look like in SE Asia? What new digital businesses will this make possible? **Disclosure:** This coverage is unpaid. […]
In this podcast, Jeffrey Towson discusses the four types of coordination platforms: communication, data intelligence, team projects, and operational automation. He also talks about Snowflake and Confluent, two companies that are leading the way in the data intelligence space. Towson argues that coordination platforms are becoming increasingly important in the digital economy, as they help businesses to collaborate more effectively and efficiently.
In this podcast, Jeffrey Towson discusses the importance of the external view and base rates in investing. He uses Kroger as an example of a company that can be viewed externally, and he discusses the common metrics for base rates. Towson argues that investors should use the external view and base rates to identify companies that are undervalued and have the potential for growth.
ANE Logistics is a Chinese logistics company that uses a franchise model to operate a network of warehouses and trucks. The company’s founder, Jeff Towson, argues that ANE’s model has several advantages over traditional logistics companies. First, it allows ANE to scale more quickly and efficiently. Second, it gives ANE access to a wider range of talent and expertise. Third, it allows ANE to provide a more personalized level of service to its customers.
Stone Co is a Brazilian payment platform that provides merchants with a range of services, including point-of-sale terminals, credit card processing, and working capital loans. The company has been growing rapidly, but its share price has fallen sharply in recent months. In this podcast, Jeffrey Towson discusses the company’s business model, its competitive landscape, and its prospects for the future.
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.
Singles’ Day is not just about e-commerce. It is also about user-facing innovation, such as live-streaming, metaverse, and NFTs. It is also about merchant-facing innovation, such as R&D and financing. And it is also about physical assets, such as supply-side scale and building a barrier to entry.