This week’s podcast is about cloud business models. It’s a complicated and evolving subject. But I am trying to identify good cloud business models that aren’t obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available […]
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 […]
This week’s podcast is about Snowflake and Confluent. But the main topic is how to think about coordination, collaboration and standardization (CCS) platform business models. And the 4 types of these platforms. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build […]
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 – […]
This week’s podcast is more about Snowflake, the “data ecosystem” company. And how multiple companies are competing to create the standards and architecture for cloud services. 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 Competitive […]
This week’s podcast is about Snowflake, the “data ecosystem” company. It is one of the most compelling digital business models out there. It is one of the few companies that could become the next Google or Microsoft. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): […]
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 […]