Microsoft’s Azure Strategy Is “Two Platforms Plus Infrastructure” (1 of 2) (Tech Strategy – Daily Article)

I’ve been looking a lot at Microsoft. It’s a really compelling digital business model. Like stunningly powerful. But it’s pretty confusing. Microsoft has an endless list of products and services. And so many user groups (consumers, enterprises, SMEs, developers, etc.). And, of course, so many types of revenue. For example, here are Microsoft’s major revenue […]

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Elon Musk’s Strategy for Twitter is to Supercharge Performance – And Then 10x the Product (Tech Strategy – Podcast 145)

This week’s podcast is about Elon Musk’s take-over and turn-around of Twitter. Lots of cool lessons in what he has done in the first 3 weeks. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour. Here […]

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Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (Tech Strategy – Podcast 144)

This week’s podcast is Production and Consumption Ecosystems as digital business models. This thinking is mostly by Professor Mohan Subramaniam, who wrote the book The Future of Competitive Strategy: Unleashing the Power of Data and Digital Ecosystems. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. My […]

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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 Platforms Pipeline plus Platform Business Model For Web3 (and Web1): Protocol networks (i.e., blockchains) as stand-alone businesses Platform-protocol hybrids Protocol ecosystems (i.e., building blocks) Which I showed in this graphic. […]

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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 linear process (similar to a pipeline), where inputs are turned into something more valuable for the customer. You concentrate assets and activities in a linear sequence internally to achieve this. […]

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What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)

This week’s podcast is Grab’s growth initiatives, which are critical for getting to operating profits. They also provide a case for talking about core vs. adjacency growth. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Grab’s compelling growth initiatives include: New Services for Consumers GrabUnlimited […]

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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 to operating profits. In my assessment, their push to operating profitability is mostly about 3 things: Growing revenue. Increasing efficiency (i.e., decreasing costs), especially in delivery. COO Alex Hungate’s presentation […]

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Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4)(Tech Strategy – Daily Article)

Newly public Grab has recently had an investors day (September 2022), with lots of presentations by CEO Anthony Tan, COO Alex Hungate and others. It was quite good and had a surprising amount of detail. I went through the slides and found what I think are the important take-aways. In this and the next article […]

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