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  • How Cainiao Will Win in Smart Logistics Everywhere (229)

    How Cainiao Will Win in Smart Logistics Everywhere (229)

    · The Tech Strategy Podcast

    This week’s podcast is about how Cainiao is expanding internationally with smart logistics.

    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.

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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 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

  • Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)

    Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)

    · The Tech Strategy Podcast

    This week’s podcast is about why I like beauty ecommerce. And beauty tech.

    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 Tours.

    There are five points.

    An attractive space. With lots of interesting consumer behavior.PremiumizationFragmentation and changing competitionInnovation and Digital DisruptionLots of dimensions for digital to impact. Content (think TikTok). Also education.ExperientialSocialPlus hardware and science innovationData driven Personalization


    —–—-

    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.

    Note: 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.

    Support the show

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  • Why Every Business Must Run a Personalization Marathon (227)

    Why Every Business Must Run a Personalization Marathon (227)

    · The Tech Strategy Podcast

    This week’s podcast is about personalization and never-ending customer improvements. This is a key operating activity. And sometimes it is a digital marathon that can create an operating advantage.

    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 4 steps to start personalizing.

    Step 1 is DOB3 (Digital Core) and DOB 6 (people, culture, teams). Do organizational change.Step 2 is to identify 3-4 Use Cases:These will impact different functions differently.Step 3 is to have an ROI within 6 months.Step 4 is to get the process to 5-7 days.

    Here are the 6 types of customers (from BCG).

    Brand advocatesMulticategorySingle-category regularsDeal seekersDisengagedLapsed

    Here are the 4 levels of personalization and customer improvements.

    Level 1 - Personalization Playbook

    Level 2 - Upgrade to Wow Experiences.

    Also move beyond just sales transactions. Do experience management


    Level 3 - Upgrade to complementary services. Bundles. Consumption ecosystems.

    Level 4 – Add AI services. This is where the Rate of Learning Marathon really matters. Watch for machine learning operating flywheels.

    ————–

    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

  • Tribe and Belief Network Effects Have Gone Digital (i.e., Why Everything is Now Political) (226)

    Tribe and Belief Network Effects Have Gone Digital (i.e., Why Everything is Now Political) (226)

    · The Tech Strategy Podcast

    This week’s podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects.

    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.

    Point 1: Digital is super-charging consumer products, experiences and behaviors. Especially when it is about psychology and emotion. And not just utility.

    Point 2: The most powerful version of digitally supercharged consumer products rise to the level of share of the consumer mind. A competitive advantage.

    Point 3: Products / services are increasingly being boosted by a degree of connectivity. This is usually described as community. Or interactivity.

    Point 4: Tribal and belief behavior can have a big impact on consumer experience. Sometimes rising to the level of SCM.

    Point 5: Tribal (shared identity) and shared belief behavior can increase retention. Sometimes rising to the level of Switching Costs.

    Point 6: Tribal (shared identity) and shared belief behavior can Sometimes rising to the level of Network Effects.

    Final Point: Digital tools are making tribal and belief effects more sophisticated, surgical and powerful. That is why it is showing up in everything.

    --------------

    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

  • My 6 Questions for Network Effects. And Its 4 Big Effects. (225)

    My 6 Questions for Network Effects. And Its 4 Big Effects. (225)

    · The Tech Strategy Podcast

    This week’s podcast is about network effects. And my 6 questions to look for.

    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 4 network effects questions:

    What is the asymptotic scale?What is the minimum viable scale?What is the shape of the curve?What is the scale differential with rivals?

    Here the 4 network effect effects:

    Network effects can cause rapid increases in the real or perceived value and/or utility to customers. A product or service that increases in value TO THE USER is great. And this is usually what we are talking about with network effects.This is usually thought of as consumers. Or business customers. But it can also be for other user groups, like content creators and developers.This doesn’t necessarily mean growth. You can have a great and improving service in a small or flat market.Network effects can increase economic value. This is not the same thing as customer value (real or perceived). If a platform business model has attractive unit economics and growth potential, then you can see increasing economic value and shareholder returns with network effects. But not always. You can have a fantastic service with increasing customer but not economic value (by network effects)Network effects can create a competitive advantage. This is demand side economies of scale as a moat. This is what collapses the market to a monopoly or oligopoly. However, this doesn’t necessarily mean the creation of economic value. You can dominate an unattractive business. And it doesn’t necessarily mean growth. You can dominate a stagnant business.Network effects can create a barrier to entry. In digital, this is mostly by indirect network effects, which have a chicken and egg problem. That is hard for new entrants to overcome with an incumbent present. There is less of a barrier to entry with direct network effects. We also see barriers to entry in physical networks which require lots of tangible assets. Replicating a railroad is almost impossible in a developed country.

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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 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 generated

    Support the show

  • Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)

    Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)

    · 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 Religion

    Here are the 5 lessons:

    Lesson 1: High Frequency Video MTV Was More Powerful Than Long-Form TV Stories

    Lesson 2: Digital-First Netflix Crushed Cable TV with Selection, Price, and Convenience

    Lesson 3: Interactive YouTube and Streaming Was More Powerful than Passive Videos

    Lesson 4: TikTok Trumped Netflix Using “Endless Dopamine”

    Lesson 5: Machine Learning-Centric Video TikTok Was Also Superior for Consumers and Creators

    Here are the 5 mentioned content types

    EducationStory 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 generated

    Support the show

  • 3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)

    3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)

    · The Tech Strategy Podcast

    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)

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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 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

  • 5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)

    5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)

    · The Tech Strategy Podcast

    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

  • Is Profitable Kuaishou an Investment Opportunity? (221)

    Is Profitable Kuaishou an Investment Opportunity? (221)

    · The Tech Strategy Podcast

    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

  • Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)

    Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)

    · The Tech Strategy Podcast

    This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces.

    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 some factors to consider when assessing the bargaining power of buyers.

    Concentration of buyers: Purchase size: Differentiation of products or services: Switching costsPrice sensitivity: Informed buyers:


    Here are some factors to consider when assessing competitive rivalry.

    Number of competitors: Industry growth rate: Fixed costs: Exit barriers: Undifferentiated products / services:


    Here are some factors to consider for New Entrants.

    Economies of scale:Product differentiation: Capital requirements: Access to distribution channels. Government regulations: Switching costs:


    Here are some factors to consider for assessing the Threat of Substitutes.

    Availability of substitutesAvailability of close substitutes (i.e., “the sense that products are similar”): Relative price performance: Customer willingness to go elsewhere:


    Here are some factors to consider for Supplier Power.

    The number and concentration of suppliers: Uniqueness and differentiation: Switching costs: Forward integration: Industry importance:


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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 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

  • Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)

    Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)

    · The Tech Strategy Podcast

    This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service.

    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.

    ----------

    Related articles:

    When Microsoft’s Bundles Are Good vs. Bad for Customers and Markets (Tech Strategy)Microsoft’s 3 Big Upgrades to its 2 Platform Business Models (2 of 2) (Tech Strategy – Daily Article)What is Elon Musk’s Plan to 10x Twitter? (2 of 2) (Tech Strategy – Daily Article)

    From the Concept Library, concepts for this article are:

    Audience Builder PlatformDigital Attacker StrategyVideos

    From the Company Library, companies for this article are:

    Bilibili

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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 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

  • The 3 Growth Engines of Lazada (218)

    The 3 Growth Engines of Lazada (218)

    · The Tech Strategy Podcast

    This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia.

    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.

    --------

    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

  • Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)

    Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)

    · The Tech Strategy Podcast

    This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors.

    Fan and enthusiast behaviorCollecting behaviorGambling and rewards behavior

    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 our management sessions with the latest consumer-facing innovations by China’s digital leaders (here).

    Here is the link to the Tech Tour.

    Correction: In the podcast, I talked about Jake Paul being a Pokemon fan. I meant Logan Paul.

    Here’s my summary of Pop Mart in one graphic.

    ———-

    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

  • How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast)

    How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast)

    · The Tech Strategy Podcast

    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/AshleyDudarenok

    It 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

  • 5 Things I Love About the HubSpot Business Model (Sort of) (216)

    5 Things I Love About the HubSpot Business Model (Sort of) (216)

    · The Tech Strategy Podcast

    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

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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 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

  • Is GenAI Disrupting Salesforce? (215)

    Is GenAI Disrupting Salesforce? (215)

    · The Tech Strategy Podcast

    This week’s podcast is about Salesforce and how generative AI is going to impact its business.

    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 3 working conclusions.

    GenAI is going into their existing services, which are used by teams at their clients. Salesforce is well positioned for this.GenAI is going to get incorporated into the workflows of their clients. This requires an AI tech stack, which Salesforce does not have. AI Cloud companies are building this and offering it as a service. This is a problem.AI Agents are emerging and this will change the workforce of CRM within companies. This is a big problem for Salesforce. Competitor Microsoft is well positioned here.

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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 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.

    Note: 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.

    Support the show

  • The 3 Steps of a Digital Attacker Strategy (214)

    The 3 Steps of a Digital Attacker Strategy (214)

    · The Tech Strategy Podcast

    This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent).

    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 3 steps of the digital attacker strategy.

    Step 1: A new digital tool enables a superior service to emerge. This is used to break into an existing business. This often causes an unbundling of the existing offerings.Step 2: Existing value chains get transformed. Everyone scrambles to grab the valuable positions.Step 3: The new leaders add services, complements and bundles.

    ------------

    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

  • 4 Tech Investing Lessons from Constellation Software (213)

    4 Tech Investing Lessons from Constellation Software (213)

    · The Tech Strategy Podcast

    This week’s podcast is about Constellation Software. And their approach to software investing.

    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.

    On the Constellation webpage, they actually list their criteria for both “exceptional” and “good” companies. Here’s what they say.

    Exceptional businessesMid-to-large vertical market software businesses. With greater than $1M EBITDA.Consistent earnings and growth. Constellation has a good equation for this:EBITDA/Revenue + Revenue Growth = 20%Experienced and committed management.Good businesses#1 or 2 in a niche vertical marketRevenue over $5MHundreds or thousands of customers“Unimposing” competitors

    Constellation is an interesting company to follow if you invest in tech companies. Just follow their transactions. They do lots of them and you can learn a lot.

    Cheers, Jeff

    -------

    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

  • How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)

    How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)

    · The Tech Strategy Podcast

    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.

    Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology.

    After years of struggle as a small ecommerce site, Alex pivoted to beauty and skin care products in 2019. And then grew rapidly to $10M in revenue in ten months. And within 3 years, Depology had grown to $20M in sales.

    That's awesome. I talked with Alex about how they did it. What growth tactics worked? Which didn't?

    It was a fun discussion with quite a few valuable lessons. Plus, it's great to see a former MBA student of mine doing so well.

    ----------

    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

  • Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)

    Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)

    · The Tech Strategy Podcast

    This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out.

    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 link to the All In Podcast mentioned. The Microsoft discussion happens at 1 hour and 3 minutes.

    —–

    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

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