The Tech Strategy Podcast

219 Episoade

1. Alibaba, WeChat and How Nike Won as a Platform Participant in China (118)

   Publicat: 17.02.2022
2. Coinbase and How Web 3.0 Is Different (117)

   Publicat: 06.02.2022
3. 5 Predictions for Nubank 2.0 (116)

   Publicat: 25.01.2022
4. How Digital Is Wrecking Havoc on Barriers to Entry (115)

   Publicat: 16.01.2022
5. Two Big Questions About SenseTime and AI Software Business Models (114)

   Publicat: 06.01.2022
6. Huawei's 4 Big Thailand Projects. My Interview with CEO Abel Deng. (113)

   Publicat: 29.12.2021
7. Snowflake, Confluent and 4 Types of Coordination Platforms (112)

   Publicat: 20.12.2021
8. Kroger and Part 2 on the External View and Base Rates (111)

   Publicat: 10.12.2021
9. An Intro to ANE Logistics and Franchised Physical Networks (110)

   Publicat: 02.12.2021
10. Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)

    Publicat: 25.11.2021
11. Tuya and How to Predict the Winners in Specialty Enterprise (108)

    Publicat: 18.11.2021
12. 7 Things Everyone Is Getting Wrong About Alibaba Singles' Day (107)

    Publicat: 10.11.2021
13. Snowflake, Tuya and the Fight for Dominant Design in Cloud (106)

    Publicat: 02.11.2021
14. What Everyone is Getting Wrong About Snowflake (105)

    Publicat: 26.10.2021
15. Core vs. Adjacency Growth in Digital Businesses (104)

    Publicat: 19.10.2021
16. Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)

    Publicat: 12.10.2021
17. Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)

    Publicat: 04.10.2021
18. Why DCF Sucks for Digital Valuation. (101)

    Publicat: 28.09.2021
19. How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)

    Publicat: 19.09.2021
20. More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)

    Publicat: 12.09.2021