The Tech Strategy Podcast

219 Episoade

1. Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)

   Publicat: 06.09.2021
2. Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)

   Publicat: 29.08.2021
3. What Worries Me About Alibaba Long-Term (96)

   Publicat: 22.08.2021
4. 4 Reasons Why Didi and Ctrip Should Merge (95)

   Publicat: 15.08.2021
5. China Discussion with Kevin O'Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (94)

   Publicat: 09.08.2021
6. How to Profit from Politics in China Tech (93)

   Publicat: 04.08.2021
7. How to Assess Political Risk in China Tech (92)

   Publicat: 26.07.2021
8. Lessons from Warren Buffett on Compounding and Competitive Advantage (91)

   Publicat: 20.07.2021
9. Can Dingdong Win in Groceries and Specialty Ecommerce? (90)

   Publicat: 13.07.2021
10. Truck Alliance’s Fight to Build Complicated Network Effects (89)

    Publicat: 05.07.2021
11. Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)

    Publicat: 29.06.2021
12. Why Didi is Dominant But Still Unprofitable (87)

    Publicat: 21.06.2021
13. Ant Financial and the 3 Types of Network Effects (86)

    Publicat: 16.06.2021
14. Switching Costs, Wabco and Buffett's Critical Companies (85)

    Publicat: 07.06.2021
15. JD Logistics vs. DHL in Smart, IOT Logistics (84)

    Publicat: 03.06.2021
16. Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (83)

    Publicat: 25.05.2021
17. Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)

    Publicat: 17.05.2021
18. Adobe Inc. and the Power of Old School Software Economics (81)

    Publicat: 10.05.2021
19. Evil Moats: Tech-Created Habits and the Hijacking of Consumer Minds (80)

    Publicat: 01.05.2021
20. China's New OMO Platforms: Alibaba, Sun Art and Beike (79)

    Publicat: 25.04.2021