Jeff Towson discusses Snowflake, Alibaba, and his 3 favorite cloud business models in this podcast. Listen now to learn more about these companies and their business models. This podcast is a must-listen for anyone interested in cloud computing!
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 […]
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.
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 – […]
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses the fight for dominant design in cloud computing with Snowflake and Tuya. Towson argues that Snowflake is building three complementary platforms with four network effects, while Tuya is building a platform for the Internet of Things (IoT). Towson believes that the winner of the cloud computing wars will be the company that can build the most comprehensive and integrated platform.
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses what everyone is getting wrong about Snowflake. Towson argues that Snowflake is a “data ecosystem” company with a compelling digital business model. He believes that Snowflake could become the next Google or Microsoft. Towson also discusses the importance of data in the digital economy and how Snowflake is positioned to capitalize on this trend.
In Part 1 and Part 2, I laid out a framework for Snowflake’s “data ecosystem” business model. I described it as +3 complementary platform business models with +4 network effects. And I think that explains most of what the company is doing right now. However, I also recently listened to an interview with CEO Frank […]
In Part 1, I laid out the basics for Snowflake, a “data ecosystem” or “data warehouse as a service” company. The company appears to have a complicated business model. But it’s actually not if you look at it the right way. Which is the point of this article. I have 7 initial conclusions about the […]
In late 2020, it was revealed that Berkshire Hathaway had an investment in newly public Snowflake, the “data warehouse as a service” company. That was unusual for a couple of reasons. First, Buffett has always avoided new issues. Like in 50 years, he hasn’t bought a new stock issue. Second, Snowflake is a tech company […]