A podcast (and subscription newsletter) on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:
-Deeper insights into the strategies and business models of the best tech companies. This will help you identify and understand the tech champions, the small giants and emerging winners.
-A better understanding of the digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?
Available at Jefftowson.com with a 30 day free trial.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.
The Sexy But Dangerous Economics of Digital (173)
This week’s podcast is about digital / information economics.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.—--Related articles:Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)Alibaba Takes Over Sun Art Retail. Is It Going to Take Off? Or Is It Infrastructure? (pt 1 of 2) (Asia Tech Strategy – Daily Update)Could Sun Art Grow +30% Under Alibaba? (pt 2 of 2) (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:Digital CostsPricing / VersioningWillingness to Pay / Consumer SurplusFrom the Company Library, companies for this article are:n/a --------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
8/4/2023 • 32 minutes, 27 seconds
Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)
This week’s podcast is a rant about the common "China is going to collapse" narrative. Most recently made by Peter Zeihan on Joe Rogan.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.Peter's interview with Joe on China is here.Here is the Bank of Japan study.Here are the two books mentioned:The One Hour China Consumer Book: Five Short Stories That Explain the Brutal Fight for One Billion ConsumersThe One Hour China Book: All of China Business Explained in Six Short Stories———Related podcasts and articles are:Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:n/aFrom the Company Library, companies for this article are:n/a——–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show
2/27/2023 • 43 minutes, 9 seconds
The 3 Real Effects of Network Effects. Plus So-Young's Cool Marketplace. (67)
This week’s podcast is about network effects. And I argue they are actually three effects at the same time. Plus some stuff about So-Young's marketplace for services.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.The 3-4 types of effects with network effects are:Competitive AdvantageBarrier to EntryOther Competitive Advantages such as switching costs.FlywheelHere is the article I mentioned:16 Ways to Measure Network EffectsRelated podcasts and articles are:7 Reasons Digital Platforms Fail (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:B2B Customer View: Necessary, Strategic vs. CriticalPlatforms: Marketplaces for Products and ServicesNetwork EffectsFrom the Company Library, companies for this article are:So-Young InternationalThis is part of Learning Goals: Level 7, with a focus on:35: Competitive Advantage and Digital CompetitionI write and speak about digital China and Asia’s latest tech trends.I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show
