A subscriber suggested I look at Russian ecommerce company Ozon Holdings (OZON). It’s outside of Asia Tech Strategy, but I thought it was an interesting company. And it raises an important question about why some countries develop so much faster than others in ecommerce. And that is really the key question for Ozon going forward. […]
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses what everyone is getting wrong about Snowflake. Towson argues that Snowflake is a “data ecosystem” company with a compelling digital business model. He believes that Snowflake could become the next Google or Microsoft. Towson also discusses the importance of data in the digital economy and how Snowflake is positioned to capitalize on this trend.
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses what everyone is getting wrong about Snowflake. Towson argues that Snowflake is a “data ecosystem” company with a compelling digital business model. He believes that Snowflake could become the next Google or Microsoft. Towson also discusses the importance of data in the digital economy and how Snowflake is positioned to capitalize on this trend.
In Part 1 and Part 2, I laid out a framework for Snowflake’s “data ecosystem” business model. I described it as +3 complementary platform business models with +4 network effects. And I think that explains most of what the company is doing right now. However, I also recently listened to an interview with CEO Frank […]
In Part 1, I laid out the basics for Snowflake, a “data ecosystem” or “data warehouse as a service” company. The company appears to have a complicated business model. But it’s actually not if you look at it the right way. Which is the point of this article. I have 7 initial conclusions about the […]
Chinese recruiting company Kanzhun has gone public on the Nasdaq. It runs a pretty interesting recruiting platform called Boss Zhipin. An Introduction to Boss Zhipin Boss Zhipin is a marketplace platform for recruiting. So this is a pretty standard platform for connecting job-seekers and companies (and recruiting agencies). In 2020, it had 25M monthly active […]
I first went through the financials of Bilibili in 2018, shortly after it went public. It was a very interesting company because of its rapidly growing usage. But I thought it was basically a weird niche version of YouTube. It had lots of quirky videos about anime, comics and gaming. It had pioneered bullet chat. […]
In this podcast, Jeffrey Towson discusses the challenges of building network effects in complicated services, such as freight and cargo. He explores the different types of network effects, the factors that impact their growth, and the strategies that companies can use to succeed in these markets. For example, he discusses how companies can use on-demand pricing to match supply and demand, and how they can use route-specific network effects to balance supply and demand on each route.
In this podcast, Jeffrey Towson discusses the challenges of building network effects in complicated services, such as freight and cargo. He explores the different types of network effects, the factors that impact their growth, and the strategies that companies can use to succeed in these markets. For example, he discusses how companies can use on-demand pricing to match supply and demand, and how they can use route-specific network effects to balance supply and demand on each route.
In this podcast, Jeffrey Towson discusses why Didi Chuxing, the dominant ride-hailing company in China, is still unprofitable. He explores the factors that have contributed to its dominance, such as its scale and its network effects, and he discusses the challenges that it faces in becoming profitable. For example, he discusses how Didi has to invest heavily in research and development, and how it has to compete with other ride-hailing companies that are also losing money.