NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Ideas (Tech Strategy – Podcast 158)

This week’s podcast is about network effects, as described by James Courrier and NFX. 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 TechMoat Consulting. Here is the link to the China Tech Tour. Here is the NFx Network Effects manual. Here […]

To access this post, you must log in as a member, purchase Subscriptions.

Why Prediction and Machine Learning Are Not Competitive Advantages Yet (Tech Strategy – Podcast 157)

This week’s podcast is about machine learning and prediction as a capability. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is podcast on the intangible asset framework. Here is the link to the TechMoat Consulting. Here is the link to the China Tech Tour. —— Related […]

To access this post, you must log in as a member, purchase Subscriptions.

Dingdong, Grab and the Struggle for Profits in Ecommerce Services (Tech Strategy – Podcast 156)

This week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits. 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 TechMoat Consulting. Here is the link to the China Tech Tour. —— […]

To access this post, you must log in as a member, purchase Subscriptions.

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 work. One by Alibaba Freshippo and one by Dingdong. Both very interesting. Both, especially Dingdong, being unprofitable. In the past month, both companies have announced operating profits. That was really […]

To access this post, you must log in as a member, purchase Subscriptions.

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 Freshippo (i.e., Alibaba) and Dingdong (i.e., Maicai), both of which I have written about previously. They are both innovative business models focused one of the last subsectors for ecommerce, which […]

To access this post, you must log in as a member, purchase Subscriptions.

Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (Tech Strategy – Podcast 155)

This week’s podcast is a rant about the common “China is going to collapse” narrative. Most recently made by Peter Zeihan on Joe Rogan. 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 TechMoat Consulting. Here is the link to the China […]

To access this post, you must log in as a member, purchase Subscriptions.

Monster Energy and How CPG Brands Can Win in Digital (Tech Strategy – Podcast 154)

This week’s podcast is about Monster Energy and my approach for winning in digital as a CPG brand. 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 TechMoat Consulting. Here is the link to the China Tech Tour. Here is the mentioned […]

To access this post, you must log in as a member, purchase Subscriptions.