Two Frameworks for Predicting Tech Disruption (Tech Strategy – Podcast 126)

This week’s podcast is about digital disruption. It’s a big and difficult topic for management teams. And it usually leads to discussion about innovation. Here are 2-3 frameworks for how to think about it. Correction: I said Daily Mail in the podcast. I meant Daily Journal. You can listen to this podcast here or at iTunes and Google […]

Amazon’s Moat in Ecommerce is Growing. But Falling in Video. Just Like for Netflix. (US-Asia Tech Strategy – Podcast 125)

This week’s podcast is about Amazon’s competitive advantages. We can see clearly growing moats in ecommerce. But increasing competition is revealing the lack of defenses in video streaming. Netflix has the same problem. 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 […]

What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)

This week’s podcast is about Amazon vs. Alibaba and Pinduoduo. There are some important strategy differences between the ecommerce leaders of the US and China. You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: 3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – […]

Will GoTo “Win it All” in Indonesia? (Tech Strategy – Podcast 123)

 This week’s podcast is newly public GoTo, which is an interesting business model combining a platform for products (Tokopedia) with one for services (Gojek). You can listen to this podcast here or at iTunes and Google Podcasts. —— Related articles: Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121) Grab’s Big Strategy and […]

Don’t Underestimate Growth Plus the Digital Operating Basics (Tech Strategy – Podcast 122)

This week’s podcast is about combining two previously covered topics: growth and the digital operating basics. This can be surprisingly powerful. You can listen to this podcast here or at iTunes and Google Podcasts. Most of the growth thinking is a summary of work by Chris Zook at Bain’s strategy practice. I am citing the books: Profit […]

Will Southeast Asian Grab Become Meituan or Didi? (Asia Tech Strategy – Podcast 121)

This week’s podcast is about Southeast Asian tech giant Grab, its impressive execution and its chronic unprofitability: You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition       —–- Related articles: Growth, […]

Why Uniswap’s Protocol Is a Threat to Coinbase’s PPH Marketplace (Asia Tech Strategy – Podcast 120)

This week’s podcast is about how web 3.0 is creating three types of marketplaces: Digital platforms (web 2.0), such as a Taobao Platform-protocol hybrids, such as Coinbase Protocol networks, such as Uniswap You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build […]

An Intro to Customer Capture as a Competitive Advantage in Digital (Asia Tech Strategy – Podcast 119)

This week’s podcast is about customer capture as a competitive advantage. And how digital is really changing this type of moat. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition     Here […]

Ping An Good Doctor Has a Sweeping but Difficult Platform Strategy (Asia Tech Strategy – Daily Article)

Ping An is the quiet digital giant of China. It began as an insurance company. Then it added a wealth management company. Then it added a bank. And now it is focusing on healthcare. And, along the way, it became a full tech company. It’s right up there with Alibaba, ByteDance and the others. I […]

Alibaba, WeChat and How Nike Won as a Platform Participant in China (Asia Tech Strategy – Podcast 118)

This week’s podcast is about Nike in China. But it really about how you win as a participant in large platform businesses in ecommerce and social media. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in […]