In this podcast, Jeffrey Towson discusses Elon Musk’s attempt to purchase Twitter and his plans for the company. He talks about Musk’s vision for Twitter as a platform for free speech and how he plans to make it more open and transparent. He also discusses the challenges that Musk faces in his attempt to transform Twitter, such as the company’s culture and its financial situation.
Category Archives: Tencent
Lessons from Philip Fisher on Tencent, Motorola and Rate of Learning (Tech Strategy – Daily Article)
I recently wrote about Shein and how they are increasing on rate of learning (plus low prices). That article is here. And I characterized their rapid updating of their site (adding +1,000 new products per day) as “retail at the speed of algorithms”. However, there are other types of rate of learning. One is when […]
What I Don’t Like About Alibaba (Asia Tech Strategy – Daily Update)
There is a lot to like about Alibaba (from a strategy and competition perspective). Massive, almost unprecedented, competitive strength. It’s a complementary platform and a digital-physical hybrid. That puts it at the top of my competitive strength pyramid. It is riding the mother of all secular trends – the rising wealth of Chinese families. And […]
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Pay Attention to the Potential Value of WeChat Mini Programs. (Tech Strategy – Podcast 66)
In this podcast, Jeffrey Towson discusses the potential value of WeChat Mini Programs, which are small, standalone applications that run within WeChat. He argues that Mini Programs could revolutionize the way people use WeChat, and could make the platform even more powerful for businesses and consumers.
4 Take-Aways from WeChat Open Class 2021. Plus My 6 Levels of Digital Competition. (Tech Strategy – Daily Article)
This week was the annual WeChat Open Class conference in Guangzhou. And one of the perks of being an influencer-type is I get invited to most of these. I find them to be really helpful for getting a good read on what management is focused on. On what they think the strategic imperatives are. On […]
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Tencent Buys Sogou. Plus More Digital and Information Economics (Tech Strategy – Podcast 42)
Tencent’s acquisition of Sogou is a major deal that will have a significant impact on the Chinese search market. This deal is a sign of Tencent’s continued dominance in the Chinese tech industry, and it is a reminder of the importance of digital and information economics in the digital age.
WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (Tech Strategy – Podcast 36)
In this podcast, Jeffrey Towson discusses how companies like WeChat and TikTok are changing the way businesses compete for consumers’ attention in the digital age. He argues that the share of the consumer mind is becoming a more important competitive advantage than ever before. Towson provides examples of how WeChat and TikTok are using digital tools to capture the consumer mind, and he discusses the implications for businesses of all sizes.
The Next Big Trends in Chinese E-Commerce (Jeff’s Asia Tech Class – Daily Lesson / Update)
There was an interesting report about China ecommerce trends released by Coresight Research, which specializes in retail meets tech consulting. It’s run by Deborah Weinswig, who I’ve crossed paths with a few times in the last couple of years. I find their research to be very data-driven and generally close to my own thinking. So […]
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Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (Tech Strategy – Podcast 29)
In this podcast, Jeffrey Towson discusses whether Shopee, backed by Tencent, can beat Lazada, backed by Alibaba, in the Southeast Asian e-commerce market. He considers factors such as market share, investment, and strategy. For example, Shopee has a larger market share in Indonesia, while Lazada has a larger market share in Thailand.
What Drives M&A in Digital China? (Jeff’s Asia Tech Class – Daily Lesson / Update)
Most of this course has been about strategy. Well, the intersection of strategy and digital. Basically, Michael Porter meets Jack Ma. But an important part of the executive tool kit is M&A. If you’re going to run a company or be a senior manager, you have to know how to buy other companies. You have […]
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