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The Tech Strategy Podcast
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Adobe Inc. and the Power of Old School Software Economics (81)
59 mins; May 10, 2021
Evil Moats: Tech-Created Habits and the Hijacking of Consumer Minds (80)
45 mins; May 01, 2021
China's New OMO Platforms: Alibaba, Sun Art and Beike (79)
49 mins; April 25, 2021
What is the Worst Case Scenario for Alibaba? (78)
47 mins; April 18, 2021
Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (77)
55 mins; April 11, 2021
Can Baidu Thrive As a Stand-Alone Search Engine? (76)
51 mins; April 04, 2021
My 9 Investment Standard Questions (75)
58 mins; March 28, 2021
Fiverr and the Classic Marketplace Platform Playbook (74)
53 mins; March 21, 2021
Can Huawei's HarmonyOS Break Android's Monopoly? (73)
56 mins; March 13, 2021
Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (72)
66 hours 18 mins; March 08, 2021
Will JD Logistics Become a New Type of Ecosystem? (71)
62 hours 2 mins; February 28, 2021
How Coupang Is Building a Competitive Fortress in South Korea (70)
49 mins; February 21, 2021
Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (69)
44 mins; February 14, 2021
Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (68)
57 mins; February 07, 2021
The 3 Real Effects of Network Effects. Plus So-Young's Cool Marketplace. (67)
63 hours 54 mins; January 31, 2021
Pay Attention to the Potential Value of WeChat Mini Programs. (66)
62 hours 21 mins; January 24, 2021
The Difference Between Competitive Advantages and 7 Powers (65)
61 hours 24 mins; January 17, 2021
Economies of Scale and Switching Costs According to 7 Powers (64)
61 hours 48 mins; January 10, 2021
4 Problems with Michael Porter's 5 Forces (63)
57 mins; January 03, 2021
4 Problems with Hamilton Helmer’s 7 Powers (62)
59 mins; December 27, 2020
What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (61)
53 mins; December 20, 2020
Tesla vs. Nio - And Why First Mover Advantage in Tech Can Suck. (60)
60 hours 51 mins; December 13, 2020
Message to Followers and Subscribers About the Course Going Forward
4 mins; December 07, 2020
Airbnb Is Going to Get Crushed in Asia. Rethink Your Valuation. (59)
55 mins; December 06, 2020
Introduction to Innovation, Elon Musk and Android's Dominant Design. (58)
53 mins; November 29, 2020
Alibaba, Android and The Emerging Art of Ecosystem Management. (57)
61 hours 20 mins; November 23, 2020
Forget the "Alibaba Ecosystem". It's About Collaboration-Based Industries and Business Models. (56)
48 mins; November 16, 2020
How Digital Creates and Destroys Competitive Advantage. Digital Economics II. (55)
61 hours 49 mins; November 08, 2020
5 Trends That Will Power Digital China / Asia for the Next Decade (54)
62 hours 55 mins; November 01, 2020
Digital Economics II: Why Pricing Is Getting Both Complicated and Critical. (53)
65 hours 49 mins; October 26, 2020
Why the Bytedance "Attention Factory" Is a Threat to Facebook (52)
62 hours 32 mins; October 19, 2020
The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (51)
49 mins; October 11, 2020
What is Alibaba's Best Growth Strategy? (50)
64 hours 28 mins; October 04, 2020
Ant Financial and the Sustained Innovation Trap of Network Effects (3 of 3) (49)
60 hours 53 mins; September 27, 2020
Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG's Martin Reeves. (2 of 3) (48)
52 mins; September 20, 2020
How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (47)
68 hours 51 mins; September 13, 2020
What is the Secret of Pinduoduo’s Success? (2 of 2) (46)
52 mins; September 07, 2020
What is the Secret of Pinduoduo’s Success? With Matthew Brennan and Elliott Zaagman. (1 of 2) (45)
60 hours 33 mins; August 30, 2020
Can Xiaomi or Meitu Win as Platforms / Ecosystems? (2 of 2) (44)
68 hours 29 mins; August 23, 2020
Xiaomi, Meitu and Why Platforms Fail (1 of 2) (43)
66 hours 24 mins; August 17, 2020
Tencent Buys Sogou. Plus More Digital and Information Economics (42)
57 mins; August 10, 2020
3 Ways Network Effects Suck (41)
53 mins; August 03, 2020
Why Lazada vs. Shopee Is Faster Horse vs. Better Jockey (40)
44 mins; July 26, 2020
What TikTok Can Learn From Huawei About the Role of the State (39)
64 hours 17 mins; July 19, 2020
Will Farfetch or Secoo Win in Luxury Ecommerce in China? (38)
57 mins; July 13, 2020
Companies Can Have Digital Superpowers: Lazada vs. Grab. Luckin vs. Hellobike. (37)
62 hours 49 mins; July 05, 2020
WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (36)
54 mins; June 28, 2020
How Should Education Companies Like New Oriental Respond to AI Digital Natives Like LAIX? (35)
59 mins; June 22, 2020
Huawei, Luckin and the SMILE Marathon (34)
52 mins; June 14, 2020
3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (33)
50 mins; June 08, 2020
Grab vs. GoJek vs. Lazada: Who Will Win in Services in SE Asia? (32)
77 hours 23 mins; May 31, 2020
Products with Personalities? My Interview with JD About Conversational AI (31)
54 mins; May 24, 2020
Should Starbucks Buy Luckin Coffee? Should Alibaba? HeyTea? (30)
77 hours 59 mins; May 18, 2020
Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (29)
67 hours 58 mins; May 10, 2020
How Big Will Ant Financial / Alipay Become? (28)
61 hours 36 mins; May 05, 2020
How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (27)
53 mins; April 26, 2020
Is Baidu the New AT&T? The Basics of Physical vs. Virtual Networks. (26)
52 mins; April 19, 2020
Alibaba to Lazada: The Stunning Future of Interconnected Asia (25)
40 mins; April 13, 2020
My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (24)
67 hours 25 mins; April 06, 2020
Why Didi Needs Driver Switching Costs. Uber Too. (23)
60 hours 16 mins; March 29, 2020
Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (22)
47 mins; March 23, 2020
What Is the Secret of Zoom’s Success in Video Communications? (21)
66 hours 39 mins; March 15, 2020
What Is the Secret of TikTok / Douyin’s Success? (20)
66 hours 25 mins; March 08, 2020
The Coronavirus Quarantine Economy Is Supercharging Taobao Live & the China Digital Consumer Network (19)
46 mins; March 01, 2020
JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (18)
51 mins; February 23, 2020
How Should Huawei's Smartphone Business Respond to the US Tech Ban? Part 2 (17)
58 mins; February 16, 2020
Review: Why Digital Platforms Are The Super Predators of Business (16)
32 mins; February 10, 2020
Review: The Sexy But Dangerous Economics of Digital (15)
23 mins; February 04, 2020
How Should Huawei Have Responded to the US Tech Ban? Part 1 (14)
69 hours 43 mins; January 21, 2020
My Visit to WeChat and Why They Are Smarter Than Apple and Facebook (13)
42 mins; January 15, 2020
My New Year's 30-Day Challenge (12)
14 mins; January 15, 2020
Why Digital Is Disrupting Business, Politics, Culture and Society (11)
50 mins; January 05, 2020
My Visit to JD's E-Space: Is It a Game Changer for Department Stores in China? (10)
50 mins; December 29, 2019
3 Lessons from Hotpot with Huawei Chairman Guo Ping (9)
58 mins; December 22, 2019
Why Did Ofo Fail? What Should They Have Done? (8)
59 mins; December 15, 2019
Should Vipshop Build a Logistics Network Like JD? (7)
56 mins; December 11, 2019
Will Luckin, Mobike, Didi or WeWork Ever Be Profitable? (6)
62 hours 10 mins; November 30, 2019
Behind the Scenes with Alibaba on Singles' Day (5)
38 mins; November 15, 2019
How Did Alibaba Beat Everyone? Products vs. Digital Platforms (4)
56 mins; November 03, 2019
How Should Starbucks China Have Responded to Luckin Coffee? (3)
48 mins; October 27, 2019
What Should Giant Bicycles Have Done About Mobike, Ofo and China Bike-Sharing? (2)
46 mins; September 17, 2019
Introduction to Jeff's Asia Tech Class (1)
8 mins; September 13, 2019
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