I’ve written a lot about Ant Financial because I think it is a cool example of a zero-human operation. It’s has been built from as an AI factory where all the core processes are done by AI and software. It is my standard example of the SMILE Marathon for AI/Machine Learning. But Ant also has […]
In Parts 1 and 2, I wrote about how digital infrastructure is being developed in Thailand, which is a good proxy for digital infrastructure SE Asia. I also wrote about my interview with Huawei Thailand CEO Abel Deng (see below). In this part, I’ll detail Huawei’s 4 big initiatives in Thailand. And this is pretty […]
In this podcast, Jeffrey Towson discusses two frameworks for predicting tech disruption. The first framework is based on the impact of technology on six levels: customer, industry, company, function, process, and technology. The second framework is based on the probability of management being able to pull off a disruptive strategy.
In this podcast, Jeffrey Towson discusses two frameworks for predicting tech disruption. The first framework is based on the impact of technology on six levels: customer, industry, company, function, process, and technology. The second framework is based on the probability of management being able to pull off a disruptive strategy.
Use cases are a good way to approach the subject of AI. Just hunt industry by industry and see what companies are using AI for and not. It’s the best way to separate out the hype. And make sure you look at industries other than your own. I find scanning use cases across industries is […]
In this podcast, Jeffrey Towson discusses the importance of growth and digital operating basics for sustainable success in the tech industry. He argues that most sustainable growth is based on 1-2 strong cores that continually adapt, and that companies should focus on investing in R&D, tech, and infrastructure to improve their user experience and operating efficiency.
Huawei has just announced its 2021 financial results, with the title “Solid Operations, Investing in the Future”. That is actually a pretty good summary of their strategy post-US tech ban. It was also interesting because CFO Meng Wanzhou is now back in China, after years in Canadian custody. She presented the financial results, along with […]
In the past 3-4 months, Sea Limited stock price has fallen from $350 to $90 per share. That is interesting. The business model is as formidable as ever. It benefits from compelling long-term consumer spending growth trends in both SE Asia and Latin America. And, unlike Alibaba, Sea Limited is in +9 countries and is […]
There is a lot of talk about how web 3.0, which is about protocol networks, is going to disrupt web 2.0, which is about platform business models. I’ve given you my take on this in three articles: How to Think About Web 3.0 Business Models (1 of 3) (Asia Tech Strategy – Daily Article) Platform-Protocol […]
In this podcast, Jeffrey Towson discusses how Nike has successfully built a competitive advantage in China by participating in the large platform businesses of Alibaba and WeChat. He shares insights on how other businesses can do the same. Towson argues that businesses need to focus on providing a great customer experience and building strong relationships with platform partners. He also emphasizes the importance of data-driven decision-making.