Concept Library

- 7 Powers (Helmer)
- Access vs. Owner Businesses
- Activist Investing (Ques 5)
- Adaptation and Resilience
- Artificial Intelligence
- B2B Customer View: Necessary, Strategic vs. Critical
- China Digital Consumer Network
- Company Quality, Industry & Terrain (Ques 1-2)
- Company Quality: 4 Terrains and Strategies (BCG): Predictable vs. Malleable
- Competitive Advantage
- Competitive Advantage: Bargaining Power with Suppliers
- Competitive Advantage: Economies of Scale / Scope
- Competitive Advantage: Learning Advantages
- Competitive Advantage: Network Effects
- Competitive Advantage: Share of the Consumer Mind
- Competitive Advantage: Search Costs
- Competitive Advantage: Surplus Margin Leader
- Competitive Advantage: Switching Costs
- Coordination and Transaction Costs
- Core Competency
- Counter-Positioning
- Digital / Info Economics
- Digital / Info Economics: Bundling & Cross-Selling
- Digital / Info Economics: Complements
- Digital / Info Economics: Zero Marginal Production Costs and Non-Rivalry
- Digital / Info Economics: Price Discrimination
- Digital / Info Economics: Versioning and Pricing
- Digital / Info Economics: Willingness to Pay and Consumer Surplus
- Digital Sales and Marketing
- Digital Sales and Marketing: Personalization at Scale
- Digital Sales and Marketing: Word of Mouth and Virality
- Digital Superpowers
- Digital Superpower: Dramatically Transform User Experience
- Digital Superpower: User Experience & Power of Cheap and Free
- Digital Superpower: Enable a Platform
- Digital Superpower: Network Effects
- Digital Superpower: Other Competitive Advantage
- Digital Superpower: Virality
- Digital Superpower: Scalability
- Digital-Physical Hybrid
- Dynamic Competition
- Dynamic Competition: Fastscaling and Blitzscaling
- Dynamic Competition: First Mover Advantages and Disadvantages
- Dynamic Competition: Irrational Competition
- Dynamic Competition: Money Wars
- Dynamic Competition: Resources Based Competition
- Dynamic Competition: Temporary Supply / Demand Imbalance
- Ecommerce: Interactive and Engagement-Focused
- Ecosystems vs. Platforms
- Entry Barriers: Cost and/or Difficulty of Entry
- External vs. Internal View
- Five Forces
- Five Forces: Substitutes
- Influencers and KOLs
- Innovation
- Innovation: Combinatorial Innovation
- Innovation: Dominant Design
- Innovation: Increasing Returns to Tech Adoption
- Innovation: Path Dependency
- Innovation: Tech S Curves
- Jobs to Be Done
- Logistics / IoT Networks
- Metcalfe’s Law
- Network Effects
- Network Effects: Data Adv and Network Effects
- Network Effects: Critical Mass and Chicken and Egg
- Network Effects: Interaction Failure at Scale
- Network Effects: Multihoming and Leaky Bucket
- Network Effects: Reverse Network Effects
- Network Effects: Standardization and Interconnection Network Effects
- Networks vs. Platforms
- New Manufacturing
- New Retail
- Online-Merge-Offline (OMO)
- Platforms (vs. Pipelines)
- Platforms: Multihoming
- Platforms: Audience-Builders & Innovation
- Platforms: Coordination, Collaboration and Standardization
- Platforms: Learning
- Platforms: Marketplaces / Market Networks
- Platforms: Payment Platforms
- Role of the State
- Scale Advantages and Disadvantages
- SMILE Marathon
- SMILE Marathon: SSEC
- SMILE Marathon: ML, AI Factories and Zero-Human Operations
- SMILE Marathon: ML and AI as Cheap Prediction
- SMILE Marathon: Rate of Learning
- SMILE Marathon: Sustained Innovation
- SMILE Marathon: Ecosystem Orchestration and Management
- Social Capital
- Theory of the Firm
- Valuation and PMV (Ques 3)
- Value Point (Ques 7)
- Winner Take All
- Winner Take All: Complementary Platforms
- Winner Take All: Linked Businesses
How to Go Through Past Podcasts / Articles
Second, start a journal or Word document that will become your store of knowledge.
I go through lots of information on companies and digital strategy. You really want to take notes as your listening or reading (I do this in my iPhone notes). You want to update and improve these notes over time. This will become your store of advanced knowledge – and will be dramatically more detailed than you can remember in your head.
Third, you can listen to the past podcasts.
Depending where you are in your expertise, you might understand 100%, 50% of 25% of the current emails and podcasts right now. But it will increase over time. Within the first 50 podcasts, there are about 33 key learning goals.
You can start going through these according to the following plan:
