Introduction to Innovation, Elon Musk and Android’s Dominant Design. (Jeff’s Asia Tech Class – Podcast 58)


This week’s podcast is on innovation, which often is discussed in fuzzy terms. I present some of the better language used to discuss this topic. And I present some frameworks from McKinsey and Professor Melissa Schilling (NYU).

This is part of Learning Goals: Level 7, with a focus on:
  • #32: Innovation, Adaptation and Resilience as Competitive Strategy

Concepts for this class.

  • SMILE Marathon: Sustained Innovation
  • Dominant Design and Architectural vs. Component Innovation
  • S-Curves for Tech Performance vs. Tech Diffusion
  • Increasing Returns to Tech Adoption
  • Learning Effects and Learning Curve
  • Network Effects
  • Path Dependency

Companies for this class:

  • Android


I write and speak about digital competition and China / Asia’s leading tech companies.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

My subscription newsletter offers:

Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.​

See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​

A unique view from on the ground of digital China / Asia.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Photo by Rami Al-zayat on Unsplash

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