The Tech Strategy Podcast

Latest Episodes:

Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224) Oct 05, 2024

Show notes

This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space.
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 Tech Tour.
Here is the interview with Jonathan Haidt. And his book the Righteous Mind: Why Good People Are Divided by Politics and Religion
Here are the 5 lessons:
Lesson 1: High Frequency Video MTV Was More Powerful Than Long-Form TV Stories
Lesson 2: Digital-First Netflix Crushed Cable TV with Selection, Price, and Convenience
Lesson 3: Interactive YouTube and Streaming Was More Powerful than Passive Videos
Lesson 4: TikTok Trumped Netflix Using “Endless Dopamine”
Lesson 5: Machine Learning-Centric Video TikTok Was Also Superior for Consumers and Creators
Here are the 5 mentioned content types

Education
Story telling
Mindless entertainment. Including things like comedy.
News / Politics
Sports

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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.
Photo is AI generated

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3 Lessons from the Fall (and Maybe Rise) of Coinbase (223) Sep 26, 2024

Show notes

This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue.
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 Tech Tour.
Here are the three lessons:
Lesson 1: Don’t get seduced by stories and cool business models.
Lesson 2: You live and die with the customer. Bitcoin + Coinbase was a 10x solution to a massive problem.
Lesson 3: You can’t disrupt the government. Or State Owned or State-Directed Enterprises. Unless they approve.

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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.

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5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222) Sep 17, 2024

Show notes

This week’s podcast is about CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory.
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 Tech Tour.
Here is the interview with Travis on the All in Podcast about this business.
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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.

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Is Profitable Kuaishou an Investment Opportunity? (221) Sep 12, 2024

Show notes

This week’s podcast is about Kuaishou. And the key questions that determine its future.
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 Tech Tour.
Here are my three longer-term questions for Kuaishou.

What is the future relationship with Tencent? As it relates to users and engagement?
Economies of Scope. Does it need to move beyond video to other content and attention types. Like TikTok and Tencent have done.
Economies of Scale. Is it subscale in video and entertainment? As a China-only business?

Here is a past article on this.

Kuaishou Is Finally Profitable. But Is It Too Small to Win Long Term? (Tech Strategy)

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Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220) Sep 06, 2024

Show notes

This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces.
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 Tech Tour.
Here are some factors to consider when assessing the bargaining power of buyers.

Concentration of buyers:
Purchase size:
Differentiation of products or services:
Switching costs
Price sensitivity:
Informed buyers:

Here are some factors to consider when assessing competitive rivalry.

Number of competitors:
Industry growth rate:
Fixed costs:
Exit barriers:
Undifferentiated products / services:

Here are some factors to consider for New Entrants.

Economies of scale:
Product differentiation:
Capital requirements:
Access to distribution channels.
Government regulations:
Switching costs:

Here are some factors to consider for assessing the Threat of Substitutes.

Availability of substitutes
Availability of close substitutes (i.e., “the sense that products are similar”):
Relative price performance:
Customer willingness to go elsewhere:

Here are some factors to consider for Supplier Power.

The number and concentration of suppliers:
Uniqueness and differentiation:
Switching costs:
Forward integration:
Industry importance:

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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

Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219) Aug 26, 2024

Show notes

This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service.
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 Tech Tour.
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Related articles:

From the Concept Library, concepts for this article are:

Audience Builder Platform
Digital Attacker Strategy
Videos

From the Company Library, companies for this article are:

Bilibili

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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

The 3 Growth Engines of Lazada (218) Aug 14, 2024

Show notes

This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia.
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 Tech Tour.
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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

Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217) Aug 07, 2024

Show notes

This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors.

Fan and enthusiast behavior
Collecting behavior
Gambling and rewards behavior

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 our management sessions with the latest consumer-facing innovations by China’s digital leaders (here).
Here is the link to the Tech Tour.
Correction: In the podcast, I talked about Jake Paul being a Pokemon fan. I meant Logan Paul.
Here’s my summary of Pop Mart in one graphic.
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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

How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast) Aug 04, 2024

Show notes

Today’s podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn’t.
This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy.
Ashley (www.ashleydudarenok.com) is a naturalized Chinese serial entrepreneur, award winning digital expert and book author, recognized by Thinkers50 as a “Guru on fast-evolving trends in China”. Ashley and her team help world's top companies and brands to learn for and from China. She’s also a sought after professional speaker covering topics around customer centricity, the future of retail, technology in action. Ashley is the author of 11 books on digital China.
Here are some contact links:

LinkedIn https://www.linkedin.com/in/ashleydudarenok/
YouTube https://www.youtube.com/c/ashleydudarenok
Twitter/X https://twitter.com/AshleyDudarenok

It was a fun discussion with quite a few valuable lessons.
Here is an article summarizing my 5 lessons from the conversation.

5 Lessons in Digital Growth from Serial China Entrepreneur Ashley Dudarenok (Growth Tactics)

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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

5 Things I Love About the HubSpot Business Model (Sort of) (216) Jul 31, 2024

Show notes

This week’s podcast is about HubSpot and the really cool aspects of its business model.
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 Tech Tour.
Here are the 5 things I like about the business model:

Software bundles. Especially integrated. Especially with freemium pricing.
Recurring revenue
Switching Costs: Financial, Procedural, Relational and Risk
The ecosystem with network effects (in theory). A Developer Flywheel in practice.
Sales and Marketing Flywheel

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