What is the Worst Case Scenario for Alibaba? (78)

What is the Worst Case Scenario for Alibaba? ...

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Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)

This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Goog ...  Afficher plus

Watch Out for Huawei in GenAI Data Architecture. And Baidu in Agent Builders (205)

This week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader.Agent and model building. Where Baidu is a leader. You can listen to this podcast here, which has the slides and graphics mentioned. Also availa ...  Afficher plus