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

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

Adobe Inc. and the Power of Old School Software Economics (81)

This podcast is about the super cool economics of Adobe Inc. And how they capture the economics of digital by also building strong competitive moats. In Adobe's case, it's mostly network effects and bundling.You can listen to this podcast here or at iTunes, Google Podca ...   Show more

Evil Moats: Tech-Created Habits and the Hijacking of Consumer Minds (80)

Competitive advantages can be build on the demand and the supply side. And advantages on the demand (i.e., revenue) side are usually about customer capture in some form. One general category for this is when a company captures a "share of the consumer mind."In this talk, I go int ...   Show more

China's New OMO Platforms: Alibaba, Sun Art and Beike (79)

This week’s podcast is about online-merge-offline (OMO) platforms. A business model that is just emerging in China. I talk about Sun Art Retail and Beike / Lianjia as examples.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Here is the BCG article I ...   Show more

Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (77)

This week’s podcast is about how to think tactics that generate short-term growth and results. And we see these coming out of China all the time. In particular, I talk about how Pop Mart used blind boxes. How Joy Spreader and Ruhnn Holding used influencer marketing. And how every ...   Show more

Can Baidu Thrive As a Stand-Alone Search Engine? (76)

This week’s podcast is about Baidu and its key strategic questions:Can it thrive as a stand-alone search engine? Against competitors such as Tencent and ByteDance.What is its best growth opportunity? I think cloud.Did it need to go into content? How far?Can it compete in the atte ...   Show more

My 9 Investment Questions (75)

This week’s podcast is about my investment checklist. Which is really just 9 questions. Shown below.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Charlie Munger’s Speech on the Psychology of Human Misjudgment. Located here.———–Related podcasts and ...   Show more

Fiverr and the Classic Marketplace Platform Playbook (74)

This week’s podcast is Fiverr and their classic approach to building a marketplace platform (for freelance services). I don't go into it too much but I thought it was a good example of a common playbook for venture capital-backed early stage companies.You can listen to this ...   Show more

Can Huawei's HarmonyOS Break Android's Monopoly? (73)

This week’s podcast is about Huawei’s big operating system initiative. It’s the first serious challenge to Android’s global dominance. And how to break-in with a new ecosystem is a fascinating question.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya ...   Show more

Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (71)

This week’s podcast is about JD Central in Thailand. I had an interesting visit and interviewed the CEO. And it raises a bigger point of whether China's ecommerce giants can or will go international?You can listen to this podcast here or at iTunes, Google Podcasts and Himala ...   Show more

Will JD Logistics Become a New Type of Ecosystem? (71)

This week’s podcast is about JD Logistics. It's an interesting case of a capability becoming a service business. And maybe a new type of ecosystem.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Related podcasts and articles are:Introduction to ...   Show more

How Coupang Is Building a Competitive Fortress in South Korea (70)

This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side.You can listen to this podcast here or at iTunes, Google Podcasts and H ...   Show more

Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (69)

This week’s podcast is about revenue scale and operating leverage in traditional companies vs. software vs. AI. And these things can be really different. Especially software vs. AI.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Here are the three f ...   Show more

Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (68)

This week’s podcast is about Roblox and the question of whether this media type will really take off. And I argue this is an interesting evolution of the audience-builder platform.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Here is the article I ...   Show more

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 ...   Show more

Pay Attention to the Potential Value of WeChat Mini Programs. (66)

This week’s podcast is about some of the bigger strategic initiatives at WeChat. Specifically mini programs, search, mini games and WeChat Work.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Related podcasts and articles are:WeChat, TikTok and Capt ...   Show more

The Difference Between Competitive Advantages and 7 Powers (65)

This week’s podcast is my third on the well-known 7 Powers framework by Hamilton Helmer. I go through the last 4 of his 7 powers.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.His fundamental equation of value is:Value = M0*g*s*m = market scale * p ...   Show more

Economies of Scale and Switching Costs According to 7 Powers (64)

This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.His fundamental equation of value is:Value = M0*g*s*m = market scale * powerM0 is ...   Show more

4 Problems with Michael Porter's 5 Forces (63)

This week’s podcast is on the well-known 5 Forces framework by Michael Porter. I go through some of its limitations and where I think it works best.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Michael Porter's 5 Forces:Bargaining power of su ...   Show more

4 Problems with Hamilton Helmer’s 7 Powers (62)

This week’s podcast is on the well-known 7 Powers framework by Hamilton Helmer. I go through some of its limitations and where I think it works best.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Hamilton Helmer's fundamental equation for valu ...   Show more

What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (61)

This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Key question: What will drive Square's growth?Metrics for base rates:Sales ...   Show more

Tesla vs. Nio - And Why First Mover Advantage in Tech Can Suck. (60)

This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some effect on how you would value it going forward.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Advantages of first ...   Show more

Message to Followers and Subscribers About the Course Going Forward

Hi everyone,After months of discussion with subscribers, I'm splitting the course into two more focused services. One service for tech investors.One service for those more interested in executive education in digital strategy. It turns out the audience for this course really ...   Show more

Airbnb Is Going to Get Crushed in Asia. Rethink Your Valuation. (59)

This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some impact on how you would value it going forward.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.The mentioned prese ...   Show more

Introduction to Innovation, Elon Musk and Android's Dominant Design. (58)

This week’s podcast is on innovation, which often is discussed in fuzzy terms. I present some of the better language used to discuss this topic. And I present some frameworks from McKinsey and Professor Melissa Schilling (NYU). You can listen to this podcast here or at iTunes, Go ...   Show more

Alibaba, Android and The Emerging Art of Ecosystem Management. (57)

This week’s podcast is more about the fuzzy idea of ecosystems, which I call the new collaboration-based business business models. We have clear frameworks for pipelines and platforms. And linked business models and complementary platforms. I summarize some of the thinking by Pet ...   Show more

Forget the "Alibaba Ecosystem". It's About Collaboration-Based Industries and Business Models. (56)

Correction: I had Michael Jacobides' name incorrect throughout this episode. My apologies. Podcasting while sick may not have been my best idea.This week's podcast is about starting to take apart the fuzzy idea of ecosystems. We have clear frameworks for pipelines and p ...   Show more

How Digital Creates and Destroys Competitive Advantage. Digital Economics II. (55)

This podcast is more about the strange but important economics of digital. And on how digital economics can impact well-established competitive advantages like economies of scale. This is a continuation of Podcast 53.You can listen to this podcast here or at iTunes, Google Podcas ...   Show more

5 Trends That Will Power Digital China / Asia for the Next Decade (54)

These are my predictions for the biggest trends in digital China / Asia for 2020-2030. They are all underway already. And most of them are unique to China / Asia - so I don't think we will see them elsewhere. My prediction is:In 2020 2030, China / Asia will become the worl ...   Show more

Digital Economics II: Why Pricing Is Getting Both Complicated and Critical. (53)

This podcast is more about the strange but important economics of digital. And on pricing, in particular. It is becoming increasingly complicated with bundling, switching costs and platform business models.You can listen to this podcast here or at iTunes, Google Podcasts and Hima ...   Show more

Why the Bytedance "Attention Factory" Is a Threat to Facebook (52)

Matthew Brennan has published:Attention Factory: The Story of TikTok and China's ByteDanceIt's a great read, with lots of interesting ideas about how to fight for attention. And how to manage information flows in a world overflowing with content and ideas.The slides men ...   Show more

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