The Tech Strategy Podcast

This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space.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 Tech Tour.Here is the interview with Jonathan Haidt. And his book the Righteous Mind: Why Good People Are Divided by Politics and ReligionHere are the 5 lessons:Lesson 1: High Frequency Video MTV Was More Powerful Than Long-Form TV StoriesLesson 2: Digital-First Netflix Crushed Cable TV with Selection, Price, and ConvenienceLesson 3: Interactive YouTube and Streaming Was More Powerful than Passive VideosLesson 4: TikTok Trumped Netflix Using “Endless Dopamine”Lesson 5: Machine Learning-Centric Video TikTok Was Also Superior for Consumers and CreatorsHere are the 5 mentioned content typesEducationStory tellingMindless entertainment. Including things like comedy.News / PoliticsSports—---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.Photo is AI generatedSupport the show

This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue.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 Tech Tour.Here are the three lessons:Lesson 1: Don’t get seduced by stories and cool business models. Lesson 2: You live and die with the customer. Bitcoin + Coinbase was a 10x solution to a massive problem.Lesson 3: You can’t disrupt the government. Or State Owned or State-Directed Enterprises. Unless they approve.Coinbase and the Tech Uncertainties of Platform-Protocol Hybrids (3 of 3)(Tech Strategy – Daily Article)After the Fall of Crypto, Is Coinbase an Opportunity? (Tech Strategy – Daily Article)---------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 CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory.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 Tech Tour.Here is the interview with Travis on the All in Podcast about this business.———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 Kuaishou. And the key questions that determine its future.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 Tech Tour.Here are my three longer-term questions for Kuaishou.What is the future relationship with Tencent? As it relates to users and engagement?Economies of Scope. Does it need to move beyond video to other content and attention types. Like TikTok and Tencent have done.Economies of Scale. Is it subscale in video and entertainment? As a China-only business?Here is a past article on this. Kuaishou Is Finally Profitable. But Is It Too Small to Win Long Term? (Tech Strategy)Support the show

Michael Porter, a renowned strategist and creator of the Five Forces framework, discusses the nuances of influencer marketing. He breaks down the challenges influencers face in a competitive digital landscape, emphasizing sustainability. The conversation also highlights the importance of content and customer engagement in building loyalty. Furthermore, Porter shares a memorable encounter with whale sharks, drawing parallels between nature and the influencer industry, and suggests a Netflix series that explores these dynamics.

Bilibili's journey from niche anime and gaming content to a broader video service paints a fascinating picture of digital evolution. The challenges of maintaining profitability while competing with larger platforms are critically examined. User engagement strategies reveal how the platform keeps its audience captivated. Discussions on potential content shifts highlight the delicate balance between specialization and mainstream appeal. Will Bilibili choose to expand its reach or double down on its unique offerings?

Discover how Lazada is shaping the e-commerce landscape in Southeast Asia with its three pivotal growth engines. The discussion highlights the importance of personalized customer experiences and ongoing merchant support. Delve into strategic advantages like backing from Alibaba and cutting-edge innovations such as generative AI—all while facing competition from disruptors like TikTok. The mix of insightful growth strategies transitions into entertaining anecdotes, including a fun marathon of the John Wick films.

Dive into the fascinating world of Pop Mart, where consumer behaviors intertwine with innovation. Discover how the brand has captivated fans and collectors with iconic characters like Molly. Unpack the addictive nature of blind box products and their parallels to gambling, raising eyebrows from regulators. Explore the evolving dynamics of fandom, from casual to super fans, and the psychological motivations driving collectors. It's a thrilling journey into the collectible toy market that blends passion, creativity, and commerce.

Today’s podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn’t.This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy.Ashley (www.ashleydudarenok.com) is a naturalized Chinese serial entrepreneur, award winning digital expert and book author, recognized by Thinkers50 as a “Guru on fast-evolving trends in China”. Ashley and her team help world's top companies and brands to learn for and from China. She’s also a sought after professional speaker covering topics around customer centricity, the future of retail, technology in action. Ashley is the author of 11 books on digital China.Here are some contact links:LinkedIn  https://www.linkedin.com/in/ashleydudarenok/YouTube https://www.youtube.com/c/ashleydudarenokTwitter/X https://twitter.com/AshleyDudarenokIt was a fun discussion with quite a few valuable lessons.Here is an article summarizing my 5 lessons from the conversation.5 Lessons in Digital Growth from Serial China Entrepreneur Ashley Dudarenok (Growth Tactics)——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 HubSpot and the really cool aspects of its 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 Tech Tour.Here are the 5 things I like about the business model:Software bundles. Especially integrated. Especially with freemium pricing.Recurring revenueSwitching Costs: Financial, Procedural, Relational and RiskThe ecosystem with network effects (in theory). A Developer Flywheel in practice.Sales and Marketing Flywheel --------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