Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (Tech Strategy – Podcast 131)

This week’s podcast is about rate of learning as a concept. That is the digital version of what was originally called the learning curve and the experience effect. Rate of learning has gone from an important idea in production-intensive products to a digital requirement. But the key question is when does rate of learning become […]

Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (Tech Strategy – Podcast 131)

This week’s podcast is about rate of learning as a concept. That is the digital version of what was originally called the learning curve and the experience effect. Rate of learning has gone from an important idea in production-intensive products to a digital requirement. But the key question is when does rate of learning become […]

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What Xiaomi Can Learn About Strategy from Apple and Amazon (Tech Strategy – Podcast 130)

This week’s podcast is about Xiaomi and ongoing strategy changes and moves. This is a good case for my 6 levels of digital competition. It takes apart the situation fairly effectively. And Apple and Amazon provide good counter-examples. You can listen to this podcast here or at iTunes and Google Podcasts. Here are 6 levels of digital competition. […]

What Xiaomi Can Learn About Strategy from Apple and Amazon (Tech Strategy – Podcast 130)

This week’s podcast is about Xiaomi and ongoing strategy changes and moves. This is a good case for my 6 levels of digital competition. It takes apart the situation fairly effectively. And Apple and Amazon provide good counter-examples. You can listen to this podcast here or at iTunes and Google Podcasts. Here are 6 levels of digital competition. […]

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Why Netflix and Amazon Prime Don’t Have Long-Term Power. (2 of 2) (US-Asia Tech Strategy – Daily Article)

In Part 1, I argued that Amazon’s ecommerce business was getting stronger over time (in terms of competitive strength). It has an impressive series of competitive advantages. Amazon Has a Winning Long-Term Strategy. Amazon Prime and Netflix Don’t. (1 of 2) (US-Asia Tech Strategy – Daily Article) I also teed up the idea that Amazon’s […]

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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 […]

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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 […]

Amazon Has a Winning Long-Term Strategy. Amazon Prime and Netflix Don’t. (1 of 2) (US-Asia Tech Strategy – Daily Article)

I’ve discussed Amazon’s basic business model in an article and podcast. What Amazon Should Copy from Alibaba and Pinduoduo (Tech Strategy – Podcast 124) Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) And I basically argued that I look for 3 things in this type of […]

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Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)

For the past five years, I’ve been watching Alibaba pull farther and farther ahead of Amazon in its consumer offerings. Alibaba’s ecommerce products have integrated with entertainment, especially live-streaming (which is fantastic). Payment, credit and wealth management products were built upon Alipay. Ecommerce services, like food delivery and hotels, have been added with ele.me Social […]

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