The Tech Strategy Podcast

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**The Tech Strategy Podcast**

**We help digital AI businesses build competitive moats. And launch agentic initiatives fast.**

Hosted by a professor and founder of **Agentic Org Now**, the Tech Strategy Podcast delivers deep dives into digital strategy, platform economics, and emerging agentic business models.

Episodes combine lessons from tech giants (mostly Asian) and practical frameworks for management teams.

No guest interviews. No PR fluff. Just strategic analysis and lessons.

You can subscribe to **The Agentic Frontier Email** and get your free book at **AgenticOrgNow.com**.

*Disclaimer: For educational purposes only. Not investment advice.*

Latest Episodes:

Why Uniswap's Protocol Is a Threat to Coinbase's PPH Marketplace (120) Mar 12, 2022

Show notes

This week’s podcast is about how web 3.0 is creating three types of marketplaces:

Digital platforms (web 2.0), such as a Taobao
Platform-protocol hybrids, such as Coinbase
Protocol networks, such as Uniswap

You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

—–-
Related articles:

From the Concept Library, concepts for this article are:

Marketplace Platforms
Protocol Networks
Platform-Protocol Hybrids (PPH)

From the Company Library, companies for this article are:

Coinbase
Uniswap

---
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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

An Intro to Customer Capture as a Competitive Advantage in Digital (119) Mar 02, 2022

Show notes

This week’s podcast is about customer capture as a competitive advantage. And how digital is really changing this type of moat.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

---—–
From the Concept Library, concepts for this article are:

CA1: Share of Consumer Mind, Share of User Mind and User Capture
Competitive Advantages

From the Company Library, companies for this article are:

---------
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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

Alibaba, WeChat and How Nike Won as a Platform Participant in China (118) Feb 18, 2022

Show notes

This week’s podcast is about Nike in China. But it really about how you win as a participant in large platform businesses in ecommerce and social media.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

---—–
From the Concept Library, concepts for this article are:

Digital Complments
SMILE Marathon: Ecosystem Orchestration or Participation
DOB4

From the Company Library, companies for this article are:

Nike

-------------
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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

Coinbase and How Web 3.0 Is Different (117) Feb 06, 2022

Show notes

This week’s podcast is about web 3.0. I view most successful web 3.0 companies like Coinbase as platform-protocol hybrids.
You can listen to this podcast here or at iTunes and Google Podcasts.
------
From the Concept Library, concepts for this article are:

Protocol Networks
Platform-Protocol Hybrids / Web 3.0

From the Company Library, companies for this article are:

Coinbase

-------
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
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

5 Predictions for Nubank 2.0 (116) Jan 25, 2022

Show notes

This week’s podcast is about Nubank, Brazil's rapidly rising digital bank.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

Here are my 5 predictions for Nubank 2.0
#1: Nubank Could Offer Asset-Lite Credit Services
#2: Nubank Could Create a Complementary Marketplace Platform for Investment and Insurance Products
#3: Nubank Will Go Cross-Border and Offer a Growing Suite of Financial Services Products
#4: Nubank Could Launch Mini-Programs within the Payments App
#5: Nubank Could Externalize Financial Cloud Services
---——
Related articles:

From the Concept Library, concepts for this article are:

Payment Platforms
Complementary Platforms

From the Company Library, companies for this article are:

Nubank

——–——
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage 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

How Digital Is Wrecking Havoc on Barriers to Entry (115) Jan 16, 2022

Show notes

This week’s podcast is about Barriers to Entry, which is one of my 6 levels of competition.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

Most of my favorite businesses have key operating assets that can’t be easily built, bought, or transferred. This turns out to be an interesting list. Think about:

Reputation, loyalty, and love.
Personal customer relationships.
Intellectual property, creative activities, and rare technical abilities.
Certain technologies, scientific capabilities, and trade secrets.
Certain physical assets.
Physical and digital networks.

--——
Related articles:

From the Concept Library, concepts for this article are:

6 Levels of Competition
Barriers to Entry
Cost Timing and Difficulty of Entry?

From the Company Library, companies for this article are:

-———
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage 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

Two Big Questions About SenseTime and AI Software Business Models (114) Jan 06, 2022

Show notes

This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It's a fascinating company for looking at the evolving business models of AI software. The two big questions are:

What are the unit economics of large AI companies?
What types of scale advantages and network effects do large AI companies?

You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

I break the network effects question into three sub-questions:

Do existing AI models get better the more they are used?
- How much? Does it flatline? Does it keep increasing?
Do existing AI models make each other smarter and better?
Do existing AI models and the data they collect make additional AI models smarter? Do they make them faster and cheaper to train?

My working for conclusions are:

This is mostly an integrated software bundle going for global scale.
It's a learning platform with a new type of network effect.
It is building an innovation platform, with another network effect.

——---
Related articles:

From the Concept Library, concepts for this article are:

Learning Platforms
Integrated Bundles
Artificial Intelligence
Computer Vision

From the Company Library, companies for this article are:

SenseTime

-------
I write and speak about digital competition and China / Asia’s leading 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

Snowflake, Confluent and 4 Types of Coordination Platforms (112) Dec 20, 2021

Show notes

This week’s podcast is about Snowflake and Confluent. But the main topic is how to think about coordination, collaboration and standardization (CCS) platform business models. And the 4 types of these platforms.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

I’ve now started breaking this into 4 sub-types of CCS platforms. They are:

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

---——
Related articles:

Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – Daily Lesson / Update)

From the Concept Library, concepts for this article are:

Hierarchies of Control
Coordination, Collaboration and Standardization (CCS) Platforms
Enterprise B2B

From the Company Library, companies for this article are:

Snowflake
Confluent

----------
I write and speak about digital competition and China / Asia’s leading tech companies.
I also run 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

Kroger and Part 2 on the External View and Base Rates (111) Dec 10, 2021

Show notes

This week’s podcast is about the external view and the importance of base rates. Berkshire-invested Kroger supermarkets is a good example of a company that can really be viewed externally.
You can listen to this podcast here or at iTunes and Google Podcasts.
Here is my new book:

Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition

Common metrics for base rates:

Sales growth
Gross profitability (gross profits / assets)
Operating leverage. Change in operating profits relative to change in sales.
Operating profit margin
Earnings growth
CFROI

Here is the McKinsey book Beyond the Hockey Stick.
———
Related articles:

What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (Jeff’s Asia Tech Class – Podcast 61)

From the Concept Library, concepts for this article are:

External vs. Internal View
Regression to the Mean (average / base rates, rate of regression)

From the Company Library, companies for this article are:

Kroger

---------—-
I write and speak about digital competition and China / Asia’s leading tech companies.
I also run 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

An Intro to ANE Logistics and Franchised Physical Networks (110) Dec 02, 2021

Show notes

This week’s podcast is about ANE Logistics, which is a compelling business model for digitizing and consolidating less than truckload logistics in China.
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 Competitive Advantage in Digital Businesses Kindle Edition

My questions for ANE Logistics:

Does a franchised logistics network with digital connectivity lower the barrier to entry?
What happens when the volume is greater a network with the same number of nodes and linkages as another?
What happens when the geographic density is increased? More nodes and / or more linkages.

---------
Related articles:

From the Concept Library, concepts for this article are:

Networks vs. Platforms vs. Network Effects
Franchised Networks
Logistics

From the Company Library, companies for this article are:

ANE Logistics

-———-
I write and speak about digital competition and China / Asia’s leading tech companies.
I also run 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

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