ChatGPT and the New Machine Human Interface (Tech Strategy – Podcast 146)

This week’s podcast is about the arrival of ChatGPT, which is stunning people everywhere with its content generation. 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 Asia Tech Tour. Here is the link to ChatGPT Here is the past article […]

Elon Musk’s Strategy for Twitter is to Supercharge Performance – And Then 10x the Product (Tech Strategy – Podcast 145)

This week’s podcast is about Elon Musk’s take-over and turn-around of Twitter. Lots of cool lessons in what he has done in the first 3 weeks. 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 Asia Tech Tour. Here […]

Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (Tech Strategy – Podcast 144)

This week’s podcast is Production and Consumption Ecosystems as digital business models. This thinking is mostly by Professor Mohan Subramaniam, who wrote the book The Future of Competitive Strategy: Unleashing the Power of Data and Digital Ecosystems. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. My […]

What Grab Can Learn from Amazon About Growth – and Not From Meta (Tech Strategy – Podcast 143)

This week’s podcast is Grab’s growth initiatives, which are critical for getting to operating profits. They also provide a case for talking about core vs. adjacency growth. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Grab’s compelling growth initiatives include: New Services for Consumers GrabUnlimited […]

Lessons in Purchasing Economies from Costco, JD and Pinduoduo (Tech Strategy – Podcast 142)

This week’s podcast is about economies of scale in purchasing power. I go through Walmart and Costco as traditional examples. And point to JD, Apple, and Pinduoduo as digital examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here are types of economies of […]

Snowflake, Alibaba and My 3 Favorite Cloud Business Models (Tech Strategy – Podcast 141)

This week’s podcast is about cloud business models. It’s a complicated and evolving subject. But I am trying to identify good cloud business models that aren’t obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples. You can listen to this podcast here, which has the slides and graphics mentioned. Also available […]

3 Strategy Questions for Brazil’s OMO Leader Magazine Luiza / Magalu (Tech Strategy – Podcast 140)

This week’s podcast is about Magazine Luiza / Magalu and how they ended up as the pioneer of online-merge-offline (OMO) in Brazil retail. They have a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my three strategy questions about Magalu: Big Question #1: Will Magalu Become an “Ultimate […]

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 […]