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The Tech Strategy Podcast
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Is Life Just AI Agents Plus Gaming Engines? (181)
34 mins; October 09, 2023
Huawei's New AI Tech Stack and "All Intelligence" Strategy (180)
38 mins; September 29, 2023
3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179)
42 mins; September 21, 2023
My Predictions for Apple vs. Huawei in China (178)
47 mins; September 14, 2023
JD's Big Play for Low Cost China (177)
39 mins; September 07, 2023
Understanding Hyper-Politicized China (176)
43 mins; August 28, 2023
3 Rules for Winning Big in Digital (175)
34 mins; August 23, 2023
3 Strategy Lessons from My Visit to Ant (174)
35 mins; August 13, 2023
The Sexy But Dangerous Economics of Digital (173)
32 mins; August 04, 2023
What's Next for iQIYI and Video Entertainment? (172)
36 mins; July 23, 2023
Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (171)
43 mins; July 12, 2023
Huawei Launches 5.5G. Plus, Lessons from the Shanghai Mobile World Conference. (170)
30 mins; July 03, 2023
3 Strategy Lessons from My Visit to ByteDance (169)
42 mins; June 24, 2023
3 Digital Strategy Lessons from Epic Games and NetEase (168)
44 mins; June 16, 2023
How WeChat Became the Everything App (167)
44 mins; June 10, 2023
4 Insights from the Head of JD Smart Logistics Park (166)
44 mins; May 27, 2023
3 Steps to Supercharge Your Business and Career with Generative AI (165)
42 mins; May 22, 2023
Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164)
46 mins; May 09, 2023
AutoGPT: The Rise of Digital Agents and Non-Human Platforms & Business Models (163)
43 mins; May 04, 2023
AutoGPT and Other Tech I Am Super Excited About (162)
28 mins; April 26, 2023
Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn't (161).
40 mins; April 18, 2023
3 Lessons from Huawei's 2022 Financial Report (160)
38 mins; April 06, 2023
Why American Citizens Must Protect TikTok (For Now) (159)
43 mins; March 29, 2023
NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158)
49 mins; March 21, 2023
Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)
43 mins; March 13, 2023
Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)
48 mins; March 10, 2023
Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)
43 mins; February 27, 2023
Monster Energy and How CPG Brands Can Win in Digital (154)
45 mins; February 21, 2023
Generative AI's 5 Digital Superpowers (153)
38 mins; February 10, 2023
How Generative AI Is Going to Disrupt YouTube and TikTok (152)
39 mins; January 30, 2023
4 Types of Intangible Assets in Digital Businesses (151)
38 mins; January 22, 2023
Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (150)
45 mins; January 18, 2023
4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (149)
53 mins; December 31, 2022
My Valuation for Microsoft (148)
49 mins; December 20, 2022
Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (147)
51 mins; December 13, 2022
ChatGPT and the New Machine Human Interface (146)
37 mins; December 05, 2022
Elon Musk's Strategy for Twitter is to Supercharge Performance - And Then 10x the Product (145)
40 mins; November 15, 2022
Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (144)
46 mins; November 09, 2022
What Grab Can Learn from Amazon About Growth - and Not From Meta (143)
49 mins; October 31, 2022
Lessons in Purchasing Economies from Costco, JD and Pinduoduo (142)
35 mins; October 23, 2022
Snowflake, Alibaba and My 3 Favorite Cloud Business Models (141)
39 mins; October 12, 2022
3 Strategy Questions for Magazine Luiza / Magalu in Brazil (140)
40 mins; October 04, 2022
How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (139)
42 mins; September 25, 2022
3 Big Digital Changes in Retail and Ecommerce (138)
40 mins; September 15, 2022
Steam, Garena and Specialty Gaming Business Models (137)
42 mins; September 05, 2022
Why I Don't Like Netflix, Singapore Press and Most Digital Content Businesses (136)
46 mins; August 26, 2022
Why Economies of Scale Is Still the Default Digital Strategy (135)
44 mins; August 17, 2022
Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (134)
42 mins; August 05, 2022
The 5 Important Concepts of Web3 (133)
53 mins; July 27, 2022
Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (132)
49 mins; July 18, 2022
Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (131)
46 mins; July 07, 2022
What Xiaomi Can Learn About Strategy from Apple and Amazon (130)
46 mins; June 29, 2022
Get Ready for Alipay+ and Ant Group 2.0 (129)
44 mins; June 21, 2022
Why GE Failed in Digital (For Now) (128)
45 mins; June 12, 2022
Can Elon Musk Fix Twitter and Save Civilization? (127)
47 mins; June 03, 2022
Two Frameworks for Predicting Tech Disruption (126)
50 mins; May 24, 2022
Amazon's Moat in Ecommerce is Growing. But Falling in Video. Just Like for Netflix. (125)
52 mins; May 07, 2022
What Amazon Should Copy From Alibaba and Pinduoduo (124)
52 mins; April 22, 2022
Will GoTo "Win it All" in Indonesia? (123)
45 mins; April 13, 2022
Don't Underestimate Growth Plus the Digital Operating Basics (122)
49 mins; April 04, 2022
Will Southeast Asian Grab Become Meituan or Didi? (121)
53 mins; March 25, 2022
Why Uniswap's Protocol Is a Threat to Coinbase's PPH Marketplace (120)
48 mins; March 11, 2022
An Intro to Customer Capture as a Competitive Advantage in Digital (119)
37 mins; March 01, 2022
Alibaba, WeChat and How Nike Won as a Platform Participant in China (118)
43 mins; February 17, 2022
Coinbase and How Web 3.0 Is Different (117)
42 mins; February 05, 2022
5 Predictions for Nubank 2.0 (116)
38 mins; January 25, 2022
How Digital Is Wrecking Havoc on Barriers to Entry (115)
38 mins; January 15, 2022
Two Big Questions About SenseTime and AI Software Business Models (114)
49 mins; January 06, 2022
Huawei's 4 Big Thailand Projects. My Interview with CEO Abel Deng. (113)
47 mins; December 29, 2021
Snowflake, Confluent and 4 Types of Coordination Platforms (112)
41 mins; December 20, 2021
Kroger and Part 2 on the External View and Base Rates (111)
53 mins; December 10, 2021
An Intro to ANE Logistics and Franchised Physical Networks (110)
50 mins; December 02, 2021
Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)
47 mins; November 25, 2021
Tuya and How to Predict the Winners in Specialty Enterprise (108)
58 mins; November 18, 2021
7 Things Everyone Is Getting Wrong About Alibaba Singles' Day (107)
33 mins; November 10, 2021
Snowflake, Tuya and the Fight for Dominant Design in Cloud (106)
50 mins; November 02, 2021
What Everyone is Getting Wrong About Snowflake (105)
46 mins; October 26, 2021
Core vs. Adjacency Growth in Digital Businesses (104)
62 hours 52 mins; October 18, 2021
Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)
47 mins; October 12, 2021
Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)
41 mins; October 03, 2021
Why DCF Sucks for Digital Valuation. (101)
42 mins; September 28, 2021
How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)
38 mins; September 19, 2021
More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)
50 mins; September 12, 2021
Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)
50 mins; September 05, 2021
Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)
53 mins; August 28, 2021
What Worries Me About Alibaba Long-Term (96)
39 mins; August 22, 2021
4 Reasons Why Didi and Ctrip Should Merge (95)
41 mins; August 15, 2021
China Discussion with Kevin O'Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (94)
48 mins; August 09, 2021
How to Profit from Politics in China Tech (93)
49 mins; August 03, 2021
How to Assess Political Risk in China Tech (92)
43 mins; July 25, 2021
Lessons from Warren Buffett on Compounding and Competitive Advantage (91)
40 mins; July 20, 2021
Can Dingdong Win in Groceries and Specialty Ecommerce? (90)
48 mins; July 12, 2021
Truck Alliance’s Fight to Build Complicated Network Effects (89)
60 hours 12 mins; July 04, 2021
Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)
53 mins; June 28, 2021
Why Didi is Dominant But Still Unprofitable (87)
55 mins; June 20, 2021
Ant Financial and the 3 Types of Network Effects (86)
56 mins; June 15, 2021
Switching Costs, Wabco and Buffett's Critical Companies (85)
46 mins; June 06, 2021
JD Logistics vs. DHL in Smart, IOT Logistics (84)
40 mins; June 02, 2021
Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (83)
51 mins; May 24, 2021
Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)
53 mins; May 17, 2021
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