JD’s Smart Logistics Is Getting Traction in FMCG and International (2 of 2) (Tech Strategy – Daily Article)
JD.com's smart logistics platform is a key to success in the e-commerce industry. The platform uses AI and automation to reduce costs and improve efficiency, …Read More »4 Insights from the Head of JD Smart Logistics Park (Tech Strategy – Podcast 166)
In this episode of the Tech Strategy Podcast, Jeff Towson shares insights from his conversation with the head of JD Smart Logistics Park. The discussion …Read More »4 Things I Learned from the Head of JD Smart Logistics Park (1 of 2) (Tech Strategy – Daily Article)
This article uncovers the transformation of logistics through the lens of JD Smart Logistics Park. It highlights how automation and digitization are replacing repetitive labor, …Read More »3 Steps to Supercharge Your Business and Career with Generative AI (Tech Strategy – Podcast 165)
In Jeff Towson's latest podcast, he elucidates how generative AI can be the key to supercharging your business and career. He provides three practical steps: …Read More »ChatGPT and Google Bard: Unraveling their Competitive Edge in Generative AI (3 of 3) (Tech Strategy – Daily Article)
A summary of this article: ChatGPT and Google Bard are two large language models (LLMs) that are rapidly evolving and becoming more powerful models. Both …Read More »AI App War: Incumbents Will Triumph, Most Others Will Become Free Commodities. (2 of 3) (Tech Strategy – Daily Article)
Discover the competitive dynamics and future outlook of AI apps as incumbents assert their dominance and native apps face commoditization. Explore the transformative impact of …Read More »Yes, OpenAI and Google Will Likely Have Moats in Generative AI (Tech Strategy – Podcast 164)
In this episode of the Tech Strategy podcast, Jeff Towson discusses the future of generative AI and how OpenAI and Google are likely to have …Read More »Will OpenAI and Google Dominate the New Generative AI Tech Stack? (1 of 3) (Tech Strategy – Daily Article)
Explore the heated battle between open-source and proprietary large language models (LLMs) in generative AI. Leaked documents from Google suggest that open-source LLMs are rapidly …Read More »AutoGPT: The Rise of Digital Agents and Non-Human Platforms & Business Models (Tech Strategy – Podcast 163)
In this episode of the Tech Strategy podcast, Jeff Towson discusses the rise of digital agents and non-human platforms and how they are changing business …Read More »From Data-Driven Personalization to “Wow Experiences”: The Lessons from Coupang and Xiaomi. (2 of 2) (Tech Strategy – Daily Article)
In Part 1, I teed up a couple of related digital concepts: Personalization. A good example of this is Shein. They are taking personalization further …Read More »AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)
In the 162nd episode of the Tech Strategy Podcast, Prof Jeff delves into three groundbreaking technologies: AutoGPT/AgentGPT, 5.5G, and the unique concept of human organizational …Read More »Personalization vs. Economies of Scope: Lessons from Shein and Unilever. (1 of 2) (Tech Strategy – Daily Article)
Last week, I was giving a talk in Shanghai about the digitization of manufacturing. And how this is creating a data ecosystem that connects consumers, …Read More »Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn’t. (Tech Strategy – Podcast 161)
In Tech Strategy Podcast 161, Prof Jeff discusses the international success of TikTok and Shein, contrasting it with the less global impact of WeChat and …Read More »Rule 1 in Digital is the Need for Speed (Tech Strategy – Daily Article)
I have a weakness for strategy. For business models and structures that create advantages for certain companies. I like to look at businesses pretty much …Read More »3 Lessons from Huawei’s 2022 Financial Report (Tech Strategy – Podcast 160)
This blog post dissects Huawei’s recent 2022 financial report and the significant revelations it presents. Key takeaways include the stabilization of their core ICT business …Read More »Huawei’s 2022 Financial Results Were All About Continuity, Resilience, and Quality (2 of 2) (Tech Strategy – Daily Article)
This is Part 2 about the 2022 Huawei annual report and my trip to Shenzhen for the event. In Part 1, I summarized the basic …Read More »3 Things People Are Missing in Huawei’s 2022 Financial Results (1 of 2) (Tech Strategy – Daily Article)
I attended Huawei’s 2022 financial results meeting in Shenzhen and it was mostly a story of “back to normal”. As CFO and now rotating Chairperson …Read More »Exclusive Insight: My Interview with Huawei’s Guo Ping on Mastering the Balance between People and Systems (Tech Strategy – Daily Strategy)
Delve into an insightful discussion with Huawei's Ex-Chairman, Guo Ping, in an exclusive interview conducted by Jeffrey Towson. Explore Guo Ping's unique perspectives on the …Read More »Why American Citizens Must Protect TikTok (For Now) (Tech Strategy – Podcast 159)
In this comprehensive discussion, the focus is laid on why American citizens should protect TikTok. Contrary to popular belief, TikTok is not the major threat …Read More »My Method for Assessing Network Effects (2 of 2) (Tech Strategy – Daily Article)
In Part 1, I laid out nfx’s 16 network effects. Which is a pretty useable framework. And I agree with about half of them (which …Read More »My Take on Nfx’s 16 Network Effects (1 of 2) (Tech Strategy – Daily Article)
I recently did a podcast on nfx list of 16 Network Effects. NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Ideas (Tech Strategy …Read More »NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Ideas (Tech Strategy – Podcast 158)
Network effects are a powerful force in the digital world. They can help businesses to grow quickly and to become dominant players in their markets. …Read More »Why Prediction and Machine Learning Are Not Competitive Advantages Yet (Tech Strategy – Podcast 157)
In this thought-provoking discussion, Jeffrey Towson analyzes the impact of machine learning and prediction on businesses. He questions whether these capabilities can truly serve as …Read More »Dingdong, Grab and the Struggle for Profits in Ecommerce Services (Tech Strategy – Podcast 156)
In this comprehensive analysis, Jeff Towson delves into the ongoing struggle for profitability faced by leading eCommerce companies such as Grab, Dingdong, Meituan, Didi, GoJek, …Read More »How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (2 of 2) (Tech Strategy – Daily Article)
In Part 1, I laid out some of the challenges of doing ecommerce in groceries. And two innovative business models that attempted to make it …Read More »How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (1 of 2) (Tech Strategy – Daily Article)
In the past month, two Chinese ecommerce companies focused on on-demand grocery ecommerce have announced they reached operating profitability in 2022. The two companies are …Read More »Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (Tech Strategy – Podcast 155)
China's economy is facing a number of challenges, including an aging population, rising labor costs, and a slowdown in productivity growth. However, the country is …Read More »After the Fall of Crypto, Is Coinbase an Opportunity? (Tech Strategy – Daily Article)
High flying Coinbase has fallen to $50 per share, which is about a $10B market capitalization. This is dramatically down from its 2021 IPO share …Read More »Monster Energy and The Secrets to CPG Success in Digital Strategy (Tech Strategy – Podcast 154)
Monster Energy is a leading energy drink brand that has successfully used digital technology to build its brand and reach new customers. In this podcast, …Read More »Lessons in Competitive Advantage from Warren Buffett’s Omaha Businesses: Oriental Trading Company (Tech Strategy – Daily Article)
In Part 1 and Part 2, I went through Borsheims jewelry and Nebraska Furniture Mart. Both are good examples of retailers with somewhat similar consumer …Read More »Lessons in Competitive Advantage from Warren Buffett’s Omaha Businesses: Nebraska Furniture Mart (Tech Strategy – Daily Article)
In Part 1, I went through Borsheims, Buffett’s jewelry retailer in Omaha. It has historically had a very strong business model, although this may be …Read More »Lessons in Competitive Advantage from Warren Buffett’s Omaha Businesses: Borsheims Jewelry (Tech Strategy – Daily Article)
Back in 2017 and 2018, I took a bunch of Peking University students to Omaha to have lunch with Warren Buffett. And we also did …Read More »Generative AI’s 5 Digital Superpowers (Tech Strategy – Podcast 153)
Generative AI is a type of artificial intelligence that can create new content, such as text, images, and music. It has the potential to disrupt …Read More »How Generative AI Services Are Disrupting Platform Business Models (2 of 2) (Tech Strategy – Daily Article)
In Part 1, I detailed two examples of how AI-powered services are going to be superior to digital platforms (in some cases). They were: Uber …Read More »How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)
I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. …Read More »How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152)
Generative AI is a rapidly developing technology that has the potential to disrupt many industries, including the content creation industry. Generative AI can be used …Read More »4 Types of Intangible Assets in Digital Businesses (Tech Strategy – Podcast 151)
Explore the four types of intangible assets that drive digital businesses in this insightful Tech Strategy Podcast. Gain a deeper understanding of the role and …Read More »Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)
Jeff Towson's Podcast 150 delves into the transformative power of generative AI, like ChatGPT, on Hollywood's entertainment industry. The discussion highlights the potential threats this …Read More »Valuing Amazon (Part 2): Good Frameworks for Intangible Assets (Tech Strategy – Daily Article)
In Part 1, I raised the problem of intangible assets in valuation and financial analysis. Value creation follows from growth, ROIC and RONIC, where the …Read More »Valuing Amazon (Part 1): The Problem of Intangible Assets, ROIC and RONIC (Tech Strategy – Daily Article)
Key take-aways for this article: The key to valuation is estimating growth, ROIC and RONIC. This is difficult for digital companies because of the opacity …Read More »4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (Tech Strategy – Podcast 149)
"In Podcast 149, Jeff Towson shares valuable insights into the digital transformation journey of leading CPG brands like AB InBev, Nike, and Ze Delivery. He …Read More »The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)
Key concepts for this article: The Brutal Economics of Digital / Information Audience-Builder Platforms *** ChatGPT and large language models (LLM) have everyone talking. The …Read More »Two Digital Strategy Lessons from AB InBev and Zé Delivery (2 of 2) (Tech Strategy – Daily Article)
Key concepts for this article: DOB2: Never-Ending Customer Improvements and Personalization Economies of Scale: Geographic Density (CA13) *** As mentioned in Part 1, I recently …Read More »My Valuation for Microsoft (Tech Strategy – Podcast 148)
Delve into Jeff Towson's Podcast 148, where he provides a comprehensive valuation for Microsoft and its tech strategy. This episode offers expert insights into the …Read More »Microsoft’s 3 Big Upgrades to its 2 Big Platforms (2 of 2) (Tech Strategy – Daily Article)
If we look at Microsoft’s business lines, we can see 7-8 significant businesses. It’s a big company. But I think it’s mostly about 4 particularly …Read More »Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (Tech Strategy – Podcast 147)
Jeff Towson's Podcast 147 provides a detailed comparison of Mercado Libre and Magazine Luiza (Magalu) in the Brazilian e-commerce market. The podcast delves into their …Read More »Alibaba’s 3 OMO Lessons for Magalu: How to Merge the Physical and Digital Worlds (2 of 2) (Tech Strategy – Daily Article)
Alibaba has three key lessons for Magalu, a Brazilian e-commerce company, on how to merge the physical and digital worlds to create a seamless customer …Read More »3 Questions Will Determine the Future Value of Mercado Libre (Tech Strategy – Daily Article)
I recently visited Mercado Libre’s headquarters outside of Sao Paolo and had some interesting discussions with management. It was a great visit and Mercado Libre …Read More »ChatGPT and the New Machine Human Interface (Tech Strategy – Podcast 146)
In this episode of the Tech Strategy Podcast, Jeffrey Towson discusses the arrival of ChatGPT, a new AI content generation tool from OpenAI. ChatGPT is …Read More »Unveiling Baidu: How China’s Top Search Engine Thrives as a Learning Platform (1 of 3) (Tech Strategy – Daily Update)
Baidu, China's leading search engine, is a "learning platform" that becomes smarter with increased user activity. Founded by Robin Li in 2000, it was designed …Read More »Microsoft’s Azure Strategy Is “Two Platforms Plus Infrastructure” (1 of 2) (Tech Strategy – Daily Article)
Microsoft's Azure strategy is to provide infrastructure and two platforms: Azure App Service and Azure Functions. Azure App Service is a fully managed platform that …Read More »Elon Musk’s Strategy for Twitter is to Supercharge Performance – And Then 10x the Product (Tech Strategy – Podcast 145)
In this episode of the Tech Strategy podcast, Jeff Towson discusses Elon Musk’s strategy for Twitter and how he plans to supercharge performance and then …Read More »Why Prediction and Machine Learning Aren’t Competitive Advantages (Yet) (Tech Strategy – Daily Article)
I have used the terms digital and data technology interchangeably. And I have described them as things made of bits and bytes. Of ones and …Read More »What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy – Daily Article)
In Part 1, I argued that Twitter 1.0 is about supercharging operating performance. That’s what I expect to happen in the 6 months. And it …Read More »How to Win the Digital Arms Race for Attention, Engagement and Spending (Tech Strategy – Daily Article)
As businesses grapple with the escalating arms race for online demand, they must devise strategies to capture consumer attention and engagement in the age of …Read More »My Breakdown of Elon Musk’s Strategy for Twitter (1 of 2) (Tech Strategy – Daily Article)
Elon Musk had an all hands meeting and Q&A at Twitter this week. It was in the Verge. That transcript, plus his frequent comments on …Read More »Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (Tech Strategy – Podcast 144)
In this episode of the Tech Strategy podcast, Jeff Towson discusses why most incumbents should forget about platforms and build consumption ecosystems. He explains how …Read More »9 Digital Business Models: An Intro to Consumption Ecosystems (2 of 2) (Tech Strategy – Daily Article)
In Part 1, I summarized my list of digital business model types. For Web2: Linear business models (i.e., pipelines) Production Ecosystems Consumption Ecosystems Company Ecosystems …Read More »9 Digital Business Models: An Intro to Production Ecosystems (1 of 2) (Tech Strategy – Daily Article)
I have described digital business models as either pipelines or platforms. That’ s a standard distinction. In a pipeline, a firm creates value with a …Read More »What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)
In this episode of the Tech Strategy podcast, Jeff Towson discusses what Grab can learn from Amazon about growth and not from Meta. He explains …Read More »Grab Has 5 Compelling Growth Initiatives (4 of 4) (Tech Strategy – Daily Article)
Grab recently held its 2002 Investor Day. They summarized their 1H results for 2022 and went through their current strategy, which is mostly about getting …Read More »How Grab Uses Geographic Density Technology to Reduce Costs and Improve Efficiency (3 of 4) (Tech Strategy – Daily Article)
In this captivating article by Jeff Towson, discover the remarkable insights derived from Grab's mastery of geographic density and other cost efficiencies through technology. Gain …Read More »Lessons in Purchasing Economies from Costco, JD and Pinduoduo (Tech Strategy – Podcast 142)
Apple and Pinduoduo are two companies that have been successful in purchasing economies. In this podcast, Jeff Towson discusses four lessons that can be learned …Read More »Geographic Density and How Meituan Finally Became Profitable (Tech Strategy – Daily Article)
Why do humans live in cities? And why does the urbanization rate of most countries keep increasing? Because there are lots of efficiencies when you …Read More »Snowflake, Alibaba and My 3 Favorite Cloud Business Models (Tech Strategy – Podcast 141)
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 …Read More »3 Strategy Questions for Brazil’s OMO Leader Magazine Luiza / Magalu (Tech Strategy – Podcast 140)
Jeff Towson discusses three strategy questions for Magazine Luiza (Magalu) in Brazil in this podcast. These questions include how to compete with Amazon, how to …Read More »An Introduction to Magazine Luiza / Magalu, the Online-Merge-Offline (OMO) Pioneer of Brazil (1 of 2) (Tech Strategy – Daily Article)
I recently visited the Magazine Luiza / Magalu headquarters in Sao Paulo, Brazil. And this company should be on your radar. Magalu is definitely out …Read More »Alibaba’s 11 Growth Strategies (Tech Strategy – Daily Article)
I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that …Read More »5 Lessons from Jumia on the Risks and Economics of Ecommerce in Africa (Tech Strategy – Daily Article)
I was in Kenya recently and got a chance to play with Jumia and Jumia Food, the big ecommerce apps in most of the big …Read More »How AB InBev is Disrupting the Beverage Industry with Zé Delivery (Tech Strategy – Podcast 139)
Discover how AB InBev and Ze Delivery are revolutionizing the ecommerce scene in the beverage industry in this engaging podcast by Jeffrey Towson. Gain insights …Read More »Zé Delivery’s “Wow” Experiences vs. Ant’s Sustained Innovation Imperative (1 of 2) (Tech Strategy – Daily Article)
I recently met with Rodolfo Chung, CEO of rapidly rising Zé Delivery in Brazil. This is a beverage delivery service that was launched by AB …Read More »3 Big Digital Trends Disrupting Retail and Ecommerce (Tech Strategy – Podcast 138)
Uncover the three significant digital shifts revolutionizing the retail and ecommerce sectors in this comprehensive podcast by Jeffrey Towson. This episode offers a deep dive …Read More »Alibaba’s Cloud Platform is the Big Frontier (Tech Strategy – Daily Article)
I wrote about Alibaba’s 5 growth strategies under “Domestic Consumption”. But CEO Daniel Zhang has also outlined 5 growth strategies for Alibaba Cloud. And their …Read More »Steam, Garena and Specialty Gaming Business Models (Tech Strategy – Podcast 137)
In this podcast, Jeffrey Towson discusses the business models of Steam and Garena, and he explores how they are changing the gaming industry. He also …Read More »Why Netflix, Singapore Press, and Most Digital Content Businesses Are Headed for Trouble (Tech Strategy – Podcast 136)
In this podcast, Jeffrey Towson discusses why he doesn't like Netflix, Singapore Press, and most digital content businesses. He argues that these businesses lack a …Read More »Can YouTube or Facebook Catch TikTok in Short Video? SMILE Marathons vs. the Spill-Over Effect. (Tech Strategy – Daily Article)
Jeffrey Towson, a China tech expert, believes that TikTok is difficult to copy because it is more than just an app. It is a culture …Read More »Facebook and WhatsApp Are the Wild Card of Asia Ecommerce (Tech Strategy – Daily Article)
In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. In theory, the memo …Read More »Why Economies of Scale Is Still the Default Digital Strategy (Tech Strategy – Podcast 135)
Jeff Towson delves into the concept of economies of scale as the predominant strategy in the digital realm. He provides valuable insights into why it …Read More »7 Reasons Digital Platforms Fail (Tech Strategy – Daily Article)
One of my favorite articles about platform strategy is a 2020 article by the Boston Consulting Group. It was a really solid investigation of an …Read More »Buffett’s Airline Stocks and an Intro to Economies of Scale in Fixed Costs (Tech Strategy – Daily Article)
Economies of scale as a phenomenon goes back to Adam Smith, so it is, unsurprisingly, often described in industrial terms. It is the phenomenon where …Read More »My List of Web2 and Web3 Business Models (3 of 3) (Tech Strategy – Daily Article)
I’ve been arguing that digital strategy is mostly about developing expertise in 4 areas. Digital economics Platform business models AI and machine learning Blockchain Each …Read More »Lessons in Competitive Advantage from the Fall of Star Wars (Tech Strategy – Daily Article)
CA9: Scarce or Cornered Resources is a rare and quirky type of competitive advantages. It is a cost and supply advantage. You can see it …Read More »Ant Group, Yiren Digital (YRD) and OMO Marketplaces for Lending (Tech Strategy – Daily Article)
I’ve written a lot about Ant Financial because I think it is a cool example of a zero-human operation. It’s has been built from as …Read More »Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (Tech Strategy – Podcast 134)
Explore the fascinating world of digital operating basics with Jeff Towson on the Tech Strategy Podcast, featuring lessons from Majid Al Futtaim. Delve into the …Read More »More Important Strategy Concepts for Web3 (2 of 3) (Tech Strategy – Daily Article)
In Part 1, I went through two strategy concepts for web3. Protocol Networks (i.e., Blockchains) with Property Rights Composability (i.e., Building Blocks) at Global Scale …Read More »The Big Strategy Concepts for Web3 (1 of 3) (Tech Strategy – Daily Article)
Everyone describes their initial look at blockchain and web3 as “going down the rabbit hole”. It starts simply with Bitcoin and cryptocurrency. Then they go …Read More »The 5 Important Strategy Concepts of Web3 (Tech Strategy – Podcast 133)
Web3 is the next generation of the internet, built on blockchain technology. It has the potential to revolutionize many industries, including finance, healthcare, and education. …Read More »How JD Competes With Alibaba in Ecommerce (Tech Strategy – Daily Article)
I often get asked how JD competes with Alibaba (in ecommerce). Who is going to win? My answer is below. But first a little theory …Read More »Compelling Digital Business Models by Walgreens and Ping An Good Doctor (Tech Strategy – Podcast 132)
This discussion centers on the innovative digital business models developed by Walgreens and Ping An Good Doctor in the healthcare sector. These industry leaders have …Read More »The Virality of Zoom and Pinduoduo Is Great. But Digital Word of Mouth Is Still King. (Tech Strategy – Daily Article)
Virality, viral loops, incentives and digital word of mouth all get sort of mixed together. They are all growth mechanisms for digital businesses. And they …Read More »Don’t Be Fooled by Rapid Growth, Money Wars, Blitzscaling and Other Tactics (Tech Strategy – Daily Article)
I’ve been thinking about Luckin Coffee, which was a big story a few years ago in China. It was a digital upstart taking on giant …Read More »An Introduction to Searching Costs as a Competitive Advantage (Tech Strategy – Daily Article)
Think about the value proposition of a Walmart superstore. Most everything a customer needs is in the store and easy to find. Yes, Walmart is …Read More »Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (Tech Strategy – Podcast 131)
In this week's episode, Jeff Towson dives deep into the concept of the rate of learning as a competitive advantage, a significant shift from its …Read More »When Tech and IP Become Competitive Advantages (Tech Strategy – Daily Article)
For those of you reading the Moats and Marathons books, I have been slowly laying out the key competitive advantages for digital businesses. And this is …Read More »What Xiaomi Can Learn About Strategy from Apple and Amazon (Tech Strategy – Podcast 130)
In this insightful piece, Jeff Towson explores what Xiaomi, despite its strong management team and innovative approach, can learn from the strategies employed by Apple …Read More »Get Ready for Alipay+ and Ant Group 2.0 (Tech Strategy – Podcast 129)
In this podcast, Jeffrey Towson discusses the return of Ant Group after 2 years in restructuring. He talks about Ant's new international payment initiative, Alipay+, …Read More »Ant’s Newly Launched Alipay+ Is Outstanding Platform Strategy (1 of 2)(Tech Strategy – Daily Article)
A few years ago, I wrote about how Alibaba.com was launching an ambitious global platform strategy around B2B cross-border transactions. Alibaba.com was attempting to build …Read More »Why GE Failed in Digital (For Now) (Tech Strategy – Podcast 128)
In this podcast, Jeffrey Towson discusses why General Electric (GE) failed in its digital transformation efforts. He talks about the company's history of innovation and …Read More »Epic Games, Apple and Ecosystem Competition (Tech Strategy – Daily Article)
We are a couple of years into the epic (pun intended) fight between Apple and Epic Games over the App Store. This is really the …Read More »Alibaba, Amazon and the Power of Externalizing Capabilities (Tech Strategy – Daily Article)
I’ve mentioned externalizing capabilities as a strategic move many times. I thought I would detail that out. It’s common strategy in digital business models. And …Read More »