This week’s podcast is about cloud business models. It's a complicated and evolving subject. But I am trying to identify good cloud business models that aren't obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here are four sub-types of Coordination Platforms.
- Communication. Zoom, Slack, etc.
- Data Intelligence. Snowflake and Confluent.
- Team Projects. Manual and complicated projects like architecture, media creation, software development.
- Operational Automation.
Here are cloud business models I like:
- Innovation platforms
- Coordination platforms (especially when combined with innovation platforms).
- Vertical solutions
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Related articles:
From the Concept Library, concepts for this article are:
- Platforms: Coordination
- Platforms: Innovation
- Cloud services
From the Company Library, companies for this article are:
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I write, speak and consult about digital strategy and transformation.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
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.
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