Tuya and How to Predict the Winners in Specialty Enterprise (Asia Tech Strategy – Podcast 108)

This week’s podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example of a specialty B2B play. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure […]

Tuya and How to Predict the Winners in Specialty Enterprise (Asia Tech Strategy – Podcast 108)

This week’s podcast is about how to assess specialty companies within enterprise software and services. And about Tuya, which an interesting example of a specialty B2B play. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book (released December 1): Moats and Marathons (Part 1): How to Build and Measure […]

To access this post, you must log in as a member, purchase Subscriptions.

Tuya and Why Hierarchies of Control Matter in Enterprise (Pt 2 of 2)(Asia Tech Strategy – Daily Lesson / Update)

In Part 1, I made a distinction between the development of cloud and enterprise software. There is a sweeping new cloud architecture emerging at the same time almost every B2B enterprise software and service company is trying to become a platform or ecosystem. It’s pretty crazy. For enterprise software and services companies, the price of entry […]

To access this post, you must log in as a member, purchase Subscriptions.