How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)

I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. But we can also point to search engines, community sites and many others. How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152) The […]

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How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152)

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 […]

How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152)

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 […]

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4 Types of Intangible Assets in Digital Businesses (Tech Strategy – Podcast 151)

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 […]

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4 Types of Intangible Assets in Digital Businesses (Tech Strategy – Podcast 151)

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 […]

Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)

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 […]

Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)

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 […]

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Valuing Amazon (Part 2): Good Frameworks for Intangible Assets (Tech Strategy – Daily Article)

In Part 1, I raised the problem of intangible assets in valuation and financial analysis. Value creation follows from growth, ROIC and RONIC, where the IC stands for Invested Capital. But how do you figure out the capital spent on intangible assets (also called Intangible Assets). And how to do you separate past from future […]

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Valuing Amazon (Part 1): The Problem of Intangible Assets, ROIC and RONIC (Tech Strategy – Daily Article)

Key take-aways for this article: The key to valuation is estimating growth, ROIC and RONIC. This is difficult for digital companies because of the opacity of intangible assets and investments. In Part 2, I will give you frameworks for taking apart intangible assets in digital companies. *** I am in Kuala Lumpur this week, writing […]

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8 Lessons From China AI Guru Kai-Fu Lee (Tech Strategy – Daily Article)

Key concepts for this article: Artificial Intelligence China’s State Capitalism model *** The release of ChatGPT and DALL-E has pushed AI back to the forefront of digital. Forget web3 and blockchain. It’s all about AI now. And I will confess, I am a believer. Artificial intelligence is the biggest thing happening in digital. I’m even […]