The Tech Strategy Podcast

Latest Episodes:

Snowflake, Alibaba and My 3 Favorite Cloud Business Models (141) Oct 13, 2022

Show notes

This week’s podcast is about cloud business models. It's a complicated and evolving subject. But I am trying to identify good cloud business models that aren't obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here are four sub-types of Coordination Platforms.

Communication. Zoom, Slack, etc.
Data Intelligence. Snowflake and Confluent.
Team Projects. Manual and complicated projects like architecture, media creation, software development.
Operational Automation.

Here are cloud business models I like:

Innovation platforms
Coordination platforms (especially when combined with innovation platforms).
Vertical solutions

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Related articles:

From the Concept Library, concepts for this article are:

Platforms: Coordination
Platforms: Innovation
Cloud services

From the Company Library, companies for this article are:

Alibaba Cloud
Snowflake

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I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

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.

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3 Strategy Questions for Magazine Luiza / Magalu in Brazil (140) Oct 05, 2022

Show notes

This week’s podcast is about Magazine Luiza / Magalu and how they ended up as the pioneers of online-merge-offline (OMO) in Brazil retail. It’s a fascinating business model.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here are my three strategy questions about Magalu:

Big Question #1: Will Magalu Become an "Ultimate B2C Marketplace"?
Big Question #2: Will Magalu go full OMO? Will they be more aggressive in retail formats?
Big Question #3: Will Magalu go full "infrastructure of commerce"?

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Related articles:

From the Concept Library, concepts for this article are:

OMO / New Retail
Infrastructure of Commerce
Brazil

From the Company Library, companies for this article are:

Magazine Luiza / Magalu

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I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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

How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (139) Sep 26, 2022

Show notes

This week’s podcast is about AB InBev's rapidly rising beverage delivery service Ze Delivery. I visited the facilities and spoke with CEO Rudolfo Chung. It's a fascinating business model.
You can listen to this podcast here or at iTunes and Google Podcasts.
——–
Related articles:

From the Concept Library, concepts for this article are:

Linked businesses
Geographic density

From the Company Library, companies for this article are:

Ze Delivery
Ab InBev
iFood

——-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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

3 Big Digital Changes in Retail and Ecommerce (138) Sep 16, 2022

Show notes

This week’s podcast is about important digital changes happening in ecommerce and retail, and that are mostly coming out of China / Asia.
You can listen to this podcast here or at iTunes and Google Podcasts.

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Related articles:

From the Concept Library, concepts for this article are:

Digital Operating Basics 2: Digital Core
Digital Operating Basics 3: Personalization and Customer Improvements

From the Company Library, companies for this article are:

——--
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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

Steam, Garena and Specialty Gaming Business Models (137) Sep 06, 2022

Show notes

This week’s podcast is about Steam and Garena, which are good examples of specialty gaming businesses.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here are my criteria for specialty ecommerce businesses.

Is the company sufficiently differentiated in the user experience?
Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending?
Does the company have a strong competitive advantage in a circumscribed market?
Is there a clear path to significant operational cash flow?
Has the company avoided markets and situations that are attractive or strategic for the major ecommerce companies?

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Related articles:

From the Concept Library, concepts for this article are:

Marketplace Platforms
Innovation and Audience Builder Platforms
Specialty Gaming Businesses
Gaming and Game Engines

From the Company Library, companies for this article are:

Garena
Steam / Valve

---——
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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

Why I Don't Like Netflix, Singapore Press and Most Digital Content Businesses (136) Aug 27, 2022

Show notes

This week’s podcast is about digital content businesses, which are entirely digital economics. They can have great economics but absolutely need a moat.
You can listen to this podcast here or at iTunes and Google Podcasts.
Three digital content strategies I do like are:

Network effects with long-tail of UGC. Such as YouTube and TikTok.
Creates durable IP. Such as Disney.
Service and community businesses that uses content.

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Related articles:

From the Concept Library, concepts for this article are:

Economics of Digital / Information
Soft Advantages: Bundling and Cross-Selling
Digital Operating Basics

From the Company Library, companies for this article are:

Netflix
Amazon Prime Video
Singapore Press Holding

———-
I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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

Why Economies of Scale Is Still the Default Digital Strategy (135) Aug 18, 2022

Show notes

This week’s podcast is about economies of scale - and why it is still the standard strategy. Especially in specialized areas and niche markets.
You can listen to this podcast here or at iTunes and Google Podcasts.

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I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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

Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (134) Aug 05, 2022

Show notes

This week’s podcast is about the human capital part of the digital operating basics. Specifically, DOB5: Leadership and management and DOB6: People, Culture and Teams. Middle Eastern retailer is a good example of a company that has been focusing on this area.
You can listen to this podcast here or at iTunes and Google Podcasts.
—––
Related articles:

From the Concept Library, concepts for this article are:

Operating Performance = Smarter, Faster, Better
DOB5: Leadership and Management
DOB6: People, Culture and Teams

From the Company Library, companies for this article are:

Majid Al Futtaim

Support the show

The 5 Important Concepts of Web3 (133) Jul 28, 2022

Show notes

This week’s podcast is about web3 strategy and business models. It's a big confusing and still evolving space. But I think there are 5 really important concepts to understand (in terms of strategy).
You can listen to this podcast here or at iTunes and Google Podcasts.
—––
Related articles:

From the Concept Library, concepts for this article are:

Protocol Networks (Blockchain) with Property Rights
Composability
Value Creation vs. Value Distribution
Points of Control
Token economics

From the Company Library, companies for this article are:

Ethereum
Bitcoin

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Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (132) Jul 19, 2022

Show notes

This week’s podcast is about Walgreens and Ping An Good Doctor. Both are using digital tools to create entirely new business models in healthcare. And both look like they have real strengths, if successful. I also mention CVS health.
You can listen to this podcast here or at iTunes and Google Podcasts.
—––
Related articles:

From the Concept Library, concepts for this article are:

Economies of Scale
6 Digital Superpowers
AI as a Capability
Learning Platforms

From the Company Library, companies for this article are:

Walgreens
Ping An Good Doctor

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I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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

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