This week’s podcast is about network effects, as described by James Courrier and NFX. 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 TechMoat Consulting. Here is the link to the China Tech Tour. Here is the NFx Network Effects manual. Here […]
This week’s podcast is about machine learning and prediction as a capability. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is podcast on the intangible asset framework. Here is the link to the TechMoat Consulting. Here is the link to the China Tech Tour. —— Related […]
This week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits. 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 TechMoat Consulting. Here is the link to the China Tech Tour. —— […]
This week’s podcast is a rant about the common “China is going to collapse” narrative. Most recently made by Peter Zeihan on Joe Rogan. 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 TechMoat Consulting. Here is the link to the China […]
This week’s podcast is about Monster Energy and my approach for winning in digital as a CPG brand. 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 TechMoat Consulting. Here is the link to the China Tech Tour. Here is the mentioned […]
This week’s podcast is more about generative Ai as a disruptive technology and business model. 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 TechMoat Consulting. Here is the link to the China Tech Tour. Here are some images I created […]
This week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models – like YouTube, TikTok and maybe OnlyFans. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here […]
In Part 1, I laid out the basics of building a single platform business model. Or what BCG calls a “hyperscaler”. That is about getting the initial platform interactions going and going for growth, which is where the value is created. However, once the basic demand and supply picture are in place, you start thinking […]
This week’s podcast is about why intangible assets are so important in operations, competitive moats and valuation. They are central to digital businesses – but confusing. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the AI company Movio.la Here is the link to the China […]
This week’s podcast is about how generative AI is disrupting content creation. This is a major tech shift and a lot of big incumbents (such as Netflix and Disney) are going to be impacted. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the […]