Episodios
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This week’s podcast is about my interview with Dongliang Guo, Head of International at Alibaba Cloud.
Take-Away 1: Alibaba Cloud is Focused on the Infrastructure and Model Layers. It Is Differentiating its GenAI with an Open-Source Ecosystem (i.e., ModelScope) and Model Building Tools.Take-Away 2: Southeast Asia Cloud Computing is Being “Fixed”. And Also Reshaped for GenAI.Take-Away 3: GenAI Has Surprising High Impact Use Cases Everywhere.
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 Tech Tours.
Here are my 3 take-aways:
Cheers, Jeff
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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
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This week’s podcast is my playbook for Extreme Personalization. And how generative AI can supercharge never-ending customer improvements.
Unlock the Secret to Customer Obsession: The Extreme Personalization Playbook (1 of 3) (Tech Strategy)Extreme Personalization Playbook Stage 2: Build Your Repeat and Retain Machine (2 of 3) (Tech Strategy)
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 Tech Tours.
Here is more on 4 stages.
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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
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This week’s podcast is what I learned about ecommerce from my visits to China's leading players.
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.
Lesson 1: GenAI Is accelerating and intensifying the fight for attention and ecommerce
Lesson 2: Cross-Border ecommerce is a big opportunity that is growing. Chinese companies are leading.
Lesson 3: Discounts and promotions are still king in ecommerce. Ctrip is awesome at this.
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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
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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
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This week’s podcast is about why I like beauty ecommerce. And beauty tech.
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
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.
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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
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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.
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.
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.Here are the 6 types of customers (from BCG).
Brand advocatesMulticategorySingle-category regularsDeal seekersDisengagedLapsed
Also move beyond just sales transactions. Do experience management.
Here are the 4 stages of extreme personalization and customer improvements.
Stage 1 - Personalization Marathon
Stage 2 - Repeat and Retain Machine.
Including AI services. This is where the Rate of Learning Marathon really matters. Watch for machine learning operating flywheels.
Stage 3 - Surround Customers with Value. Add complementary services. Bundles. Consumption ecosystems.
Stage 4 - Build a Moat
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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
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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.
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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
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This week’s podcast is about network effects. And my 6 questions to look for.
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?
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: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.--------
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
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This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space.
EducationStory tellingMindless entertainment. Including things like comedy.News / PoliticsSports
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
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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 generatedSupport the show
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This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue.
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)
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.---------
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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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.
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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
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This week’s podcast is about Kuaishou. And the key questions that determine its future.
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?
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.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
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This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces.
Concentration of buyers: Purchase size: Differentiation of products or services: Switching costsPrice sensitivity: Informed buyers:
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.
Number of competitors: Industry growth rate: Fixed costs: Exit barriers: Undifferentiated products / services:
Here are some factors to consider when assessing competitive rivalry.
Economies of scale:Product differentiation: Capital requirements: Access to distribution channels. Government regulations: Switching costs:
Here are some factors to consider for New Entrants.
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 assessing the Threat of Substitutes.
The number and concentration of suppliers: Uniqueness and differentiation: Switching costs: Forward integration: Industry importance:
Here are some factors to consider for Supplier Power.
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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
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This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service.
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)
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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Related articles:From the Concept Library, concepts for this article are:
Audience Builder PlatformDigital Attacker StrategyVideosFrom the Company Library, companies for this article are:
Bilibili--------------
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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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.
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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
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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 behaviorYou 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.
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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
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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.
LinkedIn https://www.linkedin.com/in/ashleydudarenok/YouTube https://www.youtube.com/c/ashleydudarenokTwitter/X https://twitter.com/AshleyDudarenok
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:It was a fun discussion with quite a few valuable lessons.
5 Lessons in Digital Growth from Serial China Entrepreneur Ashley Dudarenok (Growth Tactics)
Here is an article summarizing my 5 lessons from the conversation.
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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
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This week’s podcast is about HubSpot and the really cool aspects of its 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
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:--------
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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This week’s podcast is about Salesforce and how generative AI is going to impact its business.
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.
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.--------
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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This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent).
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.
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.------------
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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