How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (Tech Strategy – Podcast 139)

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, […]

Jeff’s 7 Digital Superpowers for 2022 (Tech Strategy – Daily Article)

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 […]

3 Big Digital Changes in Retail and Ecommerce (Tech Strategy – Podcast 138)

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 […]

What’s Next for Digital Infrastructure in Asia? My Interview with Huawei APAC President Simon Baifeng.

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 […]

Steam, Garena and Specialty Gaming Businesses Models (Tech Strategy – Podcast 137)

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 […]

Why I Don’t Like Netflix, Singapore Press and Most Digital Content Businesses (Tech Strategy – Podcast 136)

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. […]

Why Economies of Scale Is Still the Default Digital Strategy (Tech Strategy – Podcast 135)

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 […]

Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (Tech Strategy – Podcast 134)

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 […]

The 5 Important Concepts of Web3 (Tech Strategy – Podcast 133)

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 […]

Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (Tech Strategy – Podcast 132)

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 […]