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 technology poses to industry leaders like Disney and Netflix. Explore the future of tech strategy in Hollywood and understand why AI could be a game-changer.
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 IC stands for Invested Capital. But how do you figure out the capital spent on intangible assets (also called Intangible Assets). And how to do you separate past from future […]
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 of intangible assets and investments. In Part 2, I will give you frameworks for taking apart intangible assets in digital companies. *** I am in Kuala Lumpur this week, writing […]
“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 outlines four essential rules that these brands follow for successful digital transition. This discussion provides a roadmap for other CPG brands looking to enhance their digital presence.
Key concepts for this article: The Brutal Economics of Digital / Information Audience-Builder Platforms *** ChatGPT and large language models (LLM) have everyone talking. The ChatGPT prototype launched on November 30 is stunning. ChatGPT, which stands for Generative Pre-Trained Transformer, is basically a superpowered chatbot built on top of OpenAI’s GPT-3.5 suite of large language […]
Digital strategy consultant Jeffrey Towson analyzes the digital transformation strategies of AB InBev and Zé Delivery, highlighting the importance of a clear digital vision and a willingness to experiment. By embracing a digital-first mindset, these companies have achieved remarkable success in their respective industries. In this article, Towson breaks down the key takeaways from their approaches to inform your own digital transformation strategy.
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 tech giant’s future, making it a must-listen for tech enthusiasts and investors alike. Tune in to understand Microsoft’s position in the market and potential growth opportunities.
Microsoft is not just sitting on its laurels; it’s innovating and evolving. In this detailed analysis, we delve into the three significant upgrades that are reshaping the company’s two core platform business models. Understand the strategy, the implications, and what this means for the tech landscape.
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 individual strategies, offering unique tech insights. Tune in to understand the dynamics of this thriving digital retail landscape.
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 experience. These lessons are:
1) Merge the physical and digital worlds to create a seamless customer experience.
2) Use data to personalize the customer experience.
3) Invest in technology to improve the customer experience.
The future of retail is OMO, and retailers that merge the physical and digital worlds will be the most successful.