Tuya and How to Predict the Winners in Specialty Enterprise (Asia Tech Strategy – Podcast 108)

This week’s podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example of a specialty B2B play. 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 […]

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Tuya and Why Hierarchies of Control Matter in Enterprise (Pt 2 of 2)(Asia Tech Strategy – Daily Lesson / Update)

In Part 1, I made a distinction between the development of cloud and enterprise software. There is a sweeping new cloud architecture emerging at the same time almost every B2B enterprise software and service company is trying to become a platform or ecosystem. It’s pretty crazy. For enterprise software and services companies, the price of entry […]

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Snowflake, Tuya and the Fight for Dominant Design in Cloud (Asia Tech Strategy – Podcast 106)

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 […]

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