This week’s podcast is about AB InBev’s rapidly rising beverage delivery service Ze Delivery. I visited the facilities and spoke with CEO Rudolfo Chung. It’s a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here is one of the dark kitchens. ——– Related articles: Why I Really Like Amazon’s Strategy, […]
I have been giving you lots of frameworks and concepts. And after a while, it can all get kind of confusing. Is this new software critical for my business? Is this new business model going to seriously impact our industry? Is this like Amazon completely disrupting retail? Is this more like Mobike, which was nice […]
This week’s podcast is about important digital changes happening in ecommerce and retail, and that are mostly coming out of China / Asia. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my digital operating basics. ——- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech […]
I recently sat down with Simon Lin Baifeng, President of Huawei Asia Pacific and had a fascinating discussion about the future of digital infrastructure in Asia. Now I admit I’m a bit jealous of Simon. If there is one place to be building digital infrastructure, it’s Asia. Things are moving fast in infrastructure (5G, data […]
This week’s podcast is about Steam and Garena, which are good examples of specialty gaming businesses. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my criteria for specialty ecommerce businesses. Is the company sufficiently differentiated in the user experience? Can the company compete and/or differentiate in logistics or infrastructure without ongoing […]
This week’s podcast is about digital content businesses, which are entirely digital economics. They can have great economics but absolutely need a moat. You can listen to this podcast here or at iTunes and Google Podcasts. Three digital content strategies I do like are: Network effects with long-tail of UGC. Such as YouTube and TikTok. Creates durable IP. […]
This week’s podcast is about economies of scale – and why it is still the standard strategy. Especially in specialized areas and niche markets. You can listen to this podcast here or at iTunes and Google Podcasts. ——- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) 3 […]
This week’s podcast is about the human capital part of the digital operating basics. Specifically, DOB5: Leadership and management and DOB6: People, Culture and Teams. Middle Eastern retailer is a good example of a company that has been focusing on this area. You can listen to this podcast here or at iTunes and Google Podcasts. —–– Related […]
This week’s podcast is about web3 strategy and business models. It’s a big confusing and still evolving space. But I think there are 5 really important concepts to understand (in terms of strategy). You can listen to this podcast here or at iTunes and Google Podcasts. —–– Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap […]
This week’s podcast is about Walgreens and Ping An Good Doctor. Both are using digital tools to create entirely new business models in healthcare. And both look like they have real strengths, if successful. I also mention CVS health. You can listen to this podcast here or at iTunes and Google Podcasts. Here are the Ping An […]