Asia Tech Strategy
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A podcast (and subscription newsletter) on the strategies of China / Asia companies. Asia Tech Strategy offers, Deeper insights into the strategies of the tech giants of China / Asia. I help analysts see around the corner both with tech giants and rising companies.
Asia Tech Strategy
2d ago
This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203.
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. Which has the details for the Beijing 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 bette ..read more
Asia Tech Strategy
3w ago
This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1.
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.
Key points:
Point 1: Operating performance and structural advantage are separate parts of strategy and management.
Point 2: But they are also linked. By a select list of capabilities, resources, and assets (CRAs)
Point 3: Operating activ ..read more
Asia Tech Strategy
1M ago
This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader.
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 are the four pillars:
Pillar 1: Baidu AI Cloud Is an Innovation Platform Pushing to Reach Critical Mass
Pillar 2: Baidu AI Cloud Is Also Moving to Become a Technology Standard Deeper in the AI Tech Stack
Pillar 3: Baidu’s AI-Focused Cloud Has 2 Advantages Over Other I ..read more
Asia Tech Strategy
1M ago
This week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation.
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.
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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, in ..read more
Asia Tech Strategy
2M ago
This week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions".
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.
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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 mo ..read more
Asia Tech Strategy
2M ago
This week’s podcast is a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China's AI leader.
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.
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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 ..read more
Asia Tech Strategy
2M ago
This week’s podcast is a deep dive into Automatic Data Processing (ADP), a leading provider of software and services for human resources.
ADP is a company that is surprisingly well positioned to use AI to better manage human capital and build non-human workforces.
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.
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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 bouti ..read more
Asia Tech Strategy
3M ago
This week’s podcast is a deep dive into Etsy. And how it is leaning into the creativity and human connection aspects of marketplaces.
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 are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company.
Is the company sufficiently differentiated in the user experience?
Can the company compete and/or differentiate in logistics or infrastructure without ongoing spending?
Does the company have a ..read more
Asia Tech Strategy
3M ago
This week’s podcast is a deep dive into Facebook Meta. And how I break down the business model and the key factors.
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.
The 5-6 factors mentioned are:
People networks
Audience-builder platforms
Limited ecosystems
Profit vs engagement products
Hierarchies of control
Substitutes
Photo by Brett Jordan on Unsplash
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation ..read more
Asia Tech Strategy
3M ago
This week’s podcast is a deep dive into BYD. And about how Chinese manufacturers go international.
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 article on the AI influencer.
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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 bette ..read more