In this podcast, Jeffrey Towson discusses the four types of coordination platforms: communication, data intelligence, team projects, and operational automation. He also talks about Snowflake and Confluent, two companies that are leading the way in the data intelligence space. Towson argues that coordination platforms are becoming increasingly important in the digital economy, as they help businesses to collaborate more effectively and efficiently.
In this podcast, Jeffrey Towson discusses the four types of coordination platforms: communication, data intelligence, team projects, and operational automation. He also talks about Snowflake and Confluent, two companies that are leading the way in the data intelligence space. Towson argues that coordination platforms are becoming increasingly important in the digital economy, as they help businesses to collaborate more effectively and efficiently.
I recently wrote quite a bit about Snowflake – and their strategy for building a “data ecosystem”. It’s a big idea and my explanation was to think about Snowflake’s business model as three complementary platforms. Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – […]
In Part 2, I laid out the story of Stone Company, a Brazilian digital native that is building out payment, financial and enterprise services for SMEs. My basic take was: I like the company’s basic value proposition (payment plus working capital services) for smaller merchants, especially compared to what they get from local banks. I […]
Stone Co is a Brazilian payment platform that provides merchants with a range of services, including point-of-sale terminals, credit card processing, and working capital loans. The company has been growing rapidly, but its share price has fallen sharply in recent months. In this podcast, Jeffrey Towson discusses the company’s business model, its competitive landscape, and its prospects for the future.
Stone Co is a Brazilian payment platform that provides merchants with a range of services, including point-of-sale terminals, credit card processing, and working capital loans. The company has been growing rapidly, but its share price has fallen sharply in recent months. In this podcast, Jeffrey Towson discusses the company’s business model, its competitive landscape, and its prospects for the future.
Stone Co is a Brazilian company that is attempting to build a payment and financial services suite for merchants in +5,000 cities. And they are targeting the country’s +8M small merchants, many of whom still operate in cash and do not get great services from traditional banks. That is a big, interesting and difficult idea. […]
Stone Company in Brazil is a really interesting contrast to Ant Financial in China. And to Square in the USA. All three companies are somewhat trying to do the same thing: To build out an alternative payment platform for SMEs. And then to add additional platforms and services on top of that. It’s a big […]
Singles’ Day is not just about e-commerce. It is also about user-facing innovation, such as live-streaming, metaverse, and NFTs. It is also about merchant-facing innovation, such as R&D and financing. And it is also about physical assets, such as supply-side scale and building a barrier to entry.
Singles’ Day is not just about e-commerce. It is also about user-facing innovation, such as live-streaming, metaverse, and NFTs. It is also about merchant-facing innovation, such as R&D and financing. And it is also about physical assets, such as supply-side scale and building a barrier to entry.