The Tech Strategy Podcast

This week’s podcast is TikTok's international success.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 China Tech Tour.Here are my three factors for succeeding internationally:1.  Has a 10x product and user experience. Plus early mover. Plus big spending (marketing, acquisitions, hiring, etc.)2. The service is standardizable cross-border. Little need for localization and/or local services.3. It build on advantages. Or the business builds competitive advantages and entrenches rapidly.—–Related articles:My Interview with Huawei’s Guo Ping on Managing People vs. Managing Rules and Systems (Tech Strategy – Daily Strategy)3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:n/aFrom the Company Library, companies for this article are:ByteDance / TikTok / DouyinWeChatKuaishouSheinTemu / Pinduoduo——–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

This week’s podcast is Huawei's recent 2022 financial results and big event.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 China Tech Tour.—–Related articles:My Interview with Huawei’s Guo Ping on Managing People vs. Managing Rules and Systems (Tech Strategy – Daily Strategy)3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:n/aFrom the Company Library, companies for this article are:Huawei——–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.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

This week’s podcast is about why Americans must protect TikTok.TikTok is not the big and proven threat to freedom and privacy. The US Censorship Regime is.For now, TikTok is necessary to break the censorship monopoly and restore free speech to Silicon Valley.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 China Tech Tour.Here is the statement by TikTok CEO Shou Zi Chew.Here is Glenn Greenwald's System Update——--Related articles:3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:Information flowsSocial mediaFrom the Company Library, companies for this article are:TikTokTwitterRumble——–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

This week’s podcast is about network effects, as described by James Courrier and NFX.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 China Tech Tour.Here is the NFx Network Effects manual.Here are NFX's 16 network effects, in order of strength:Physical (e.g. landline telephones)Protocol (e.g. Ethernet)Personal Utility (e.g. iMessage, WhatsApp)Personal (e.g. Facebook)Market Network (e.g. HoneyBook, AngelList)Marketplace (e.g. eBay, Craigslist)Platform (e.g. Windows, iOS, Android)Asymptotic Marketplace (e.g. Uber, Lyft)Data (e.g. Waze, Yelp!)Tech Performance (e.g. Bittorrent,Skype)Language (e.g. Google, Xerox)Belief (currencies, religions)Bandwagon (e.g. Slack, Apple)Expertise (Figma, Microsoft Excel)Tribal (Apple, Harvard, NY Yankees…)Hub-and-Spoke (TikTok, Medium, Craigslist)——Related articles:3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:Network EffectsData Advantages and Network EffectsEmbeddingBandwagon EffectsThis 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 expressedSupport the show

This week’s podcast is about machine learning and prediction as a capability.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is podcast on the intangible asset framework.Here is the link to the TechMoat Consulting.Here is the link to the China Tech Tour.——Related articles:An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update)Why DCF Sucks for Digital Valuation. (Tech Strategy – Podcast 101)An Intro to Digital Valuation (Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:Capabilities, Resources and Assets (CRAs)Machine learning / AISMILE Marathon: Machine LearningFrom the Company Library, companies for this article are:n/a——–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

This week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits.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 China Tech Tour.——Related podcasts and articles are:Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4) (Tech Strategy – Daily Article)How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (1 of 2) (Tech Strategy – Daily Article)How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (2 of 2) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Economies of Scale: Geographic and Distribution DensityEcommerceFrom the Company Library, companies for this article are:GrabDingdong——–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

This week’s podcast is a rant about the common "China is going to collapse" narrative. Most recently made by Peter Zeihan on Joe Rogan.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 China Tech Tour.Peter's interview with Joe on China is here.Here is the Bank of Japan study.Here are the two books mentioned:The One Hour China Consumer Book: Five Short Stories That Explain the Brutal Fight for One Billion ConsumersThe One Hour China Book: All of China Business Explained in Six Short Stories———Related podcasts and articles are:Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:n/aFrom the Company Library, companies for this article are:n/a——–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.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

This week’s podcast is about Monster Energy and my approach for winning in digital as a CPG brand.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 China Tech Tour. ———Related podcasts and articles are:Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:Competitive Advantage: Share of Consumer MindDigital Marathon: Ecosystem / Platform ParticipationCPG and FMCGFrom the Company Library, companies for this article are:Monster Energy--------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.I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.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

This week’s podcast is about more about generative Ai as a disruptive technology and 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 China Tech Tour.———Related articles:The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:Generative AI7 Digital SuperpowersFrom the Company Library, companies for this article are:MidjourneyRunwayOpenAI / ChatGPT——–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.I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.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

This week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models - like YouTube, and TikTok.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the mentioned AI company Movio.laHere is the link to the China Tech Tour.——--Related articles:The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)From the Concept Library, concepts for this article are:Generative AIAI-Powered Service Business ModelFrom the Company Library, companies for this article are:MidjourneyOpenAI / ChatGPTYouTubeTikTok———–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.I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.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