117 episodes

A podcast (and subscription newsletter) on the strategies of China / Asia companies​. Asia Tech Strategy offers:
-Deeper insights into the strategies of the tech giants of China / Asia. I help analysts see around the corner - both with tech giants and rising companies.​
-See the big picture. Get a better understanding of Asia's digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​
-A unique view from on the ground of digital China / Asia.
Available at Jefftowson.com with a 30 day free trial.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.

Asia Tech Strategy Jeffrey Towson

    • Technology
    • 4.8 • 24 Ratings

A podcast (and subscription newsletter) on the strategies of China / Asia companies​. Asia Tech Strategy offers:
-Deeper insights into the strategies of the tech giants of China / Asia. I help analysts see around the corner - both with tech giants and rising companies.​
-See the big picture. Get a better understanding of Asia's digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​
-A unique view from on the ground of digital China / Asia.
Available at Jefftowson.com with a 30 day free trial.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.

    5 Predictions for Nubank 2.0 (116)

    5 Predictions for Nubank 2.0 (116)

    This week’s podcast is about Nubank, Brazil's rapidly rising digital bank.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    Here is my new book:
    Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionHere are my 5 predictions for Nubank 2.0
    #1: Nubank Could Offer Asset-Lite Credit Services
    #2: Nubank Could Create a Complementary Marketplace Platform for Investment and Insurance Products
    #3: Nubank Will Go Cross-Border and Offer a Growing Suite of Financial Services Products
    #4: Nubank Could Launch Mini-Programs within the Payments App
    #5: Nubank Could Externalize Financial Cloud Services
    ——
    Related articles:
    Brazilian Nubank is Ant Financial Circa 2016 (1 of 2) (Asia Tech Strategy – Daily Article)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (Jeff’s Asia Tech Class – Podcast 47)From the Concept Library, concepts for this article are:
    Payment PlatformsComplementary PlatformsFrom the Company Library, companies for this article are:
    Nubank——–——
    I write and speak about digital competition and China / Asia’s leading tech companies.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
    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 (https://jefftowson.com)

    • 38 min
    How Digital Is Wrecking Havoc on Barriers to Entry (115)

    How Digital Is Wrecking Havoc on Barriers to Entry (115)

    This week’s podcast is about Barriers to Entry, which is one of my 6 levels of competition.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    Here is my new book:
    Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionMost of my favorite businesses have key operating assets that can’t be easily built, bought, or transferred. This turns out to be an interesting list. Think about:
    Reputation, loyalty, and love.Personal customer relationships.Intellectual property, creative activities, and rare technical abilities.Certain technologies, scientific capabilities, and trade secrets.Certain physical assets.Physical and digital networks.——
    Related articles:
    SenseTime and an Introduction to AI Software Economics (1 of 3) (Asia Tech Strategy – Daily Article)3 Lessons in China AI/ML from Artefact (Data Consultants and Digital Marketers)Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Podcast 81)From the Concept Library, concepts for this article are:
    6 Levels of CompetitionBarriers to EntryCost Timing and Difficulty of Entry?From the Company Library, companies for this article are:
    n/a———
    I write and speak about digital competition and China / Asia’s leading tech companies.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
    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 (https://jefftowson.com)

    • 38 min
    Two Big Questions About SenseTime and AI Software Business Models (114)

    Two Big Questions About SenseTime and AI Software Business Models (114)

    This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It's a fascinating company for looking at the evolving business models of AI software. The two big questions are:
    What are the unit economics of large AI companies?What types of scale advantages and network effects do large AI companies?You can listen to this podcast here or at iTunes and Google Podcasts.
    Here is my new book:
    Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionI break the network effects question into three sub-questions:
    Do existing AI models get better the more they are used?How much? Does it flatline? Does it keep increasing?Do existing AI models make each other smarter and better?Do existing AI models and the data they collect make additional AI models smarter? Do they make them faster and cheaper to train?My working for conclusions are:
    This is mostly an integrated software bundle going for global scale.It's a learning platform with a new type of network effect.It is building an innovation platform, with another network effect.——---
    Related articles:
    SenseTime and an Introduction to AI Software Economics (1 of 3) (Asia Tech Strategy – Daily Article)3 Lessons in China AI/ML from Artefact (Data Consultants and Digital Marketers)Adobe Inc. and the Power of Old School Software Economics (Asia Tech Strategy – Podcast 81)From the Concept Library, concepts for this article are:
    Learning PlatformsIntegrated BundlesArtificial IntelligenceComputer VisionFrom the Company Library, companies for this article are:
    SenseTime -------
    I write and speak about digital competition and China / Asia’s leading tech companies.
    I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
    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 (https://jefftowson.com)

    • 49 min
    Huawei's 4 Big Thailand Projects. My Interview with CEO Abel Deng. (113)

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

    This week’s podcast is about my discussion with Abel Deng, the CEO of Huawei Thailand. And about how the next generation of digital infrastructure is developing in SE Asia.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    Here is my new book:
    Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition ———
    Related articles:
    Huawei Is Going to Beat Trump with Human Resources, Not Technology (Pt 1 of 3)Huawei’s Employee Stock Ownership Plan (ESOP) is “Meritocracy Plus Partnership” at Scale in China Tech. (Pt 2 of 3)From the Concept Library, concepts for this article are:
    Role of the StateEconomies of ScaleSMILE Marathon: Sustained InnovationFrom the Company Library, companies for this article are:
    Huawei———-
    Support the show (https://jefftowson.com)

    • 47 min
    Snowflake, Confluent and 4 Types of Coordination Platforms (112)

    Snowflake, Confluent and 4 Types of Coordination Platforms (112)

    This week’s podcast is about Snowflake and Confluent.  But the main topic is how to think about coordination, collaboration and standardization (CCS) platform business models. And the 4 types of these platforms. 
    You can listen to this podcast here or at iTunes and Google Podcasts.
    Here is my new book:
    Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle Edition I’ve now started breaking this into 4 sub-types of CCS platforms. They are:
    Communication. Zoom, Slack, etc.Data Intelligence. Snowflake and Confluent.Team Projects. Manual and complicated projects like architecture, media creation, software development.Operational Automation.——
    Related articles:
    Part 2: Snowflake is Building 3 Complementary Platforms with 4 Network Effects (Pt 2 of 3) (Asia Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:
    Hierarchies of ControlCoordination, Collaboration and Standardization (CCS) PlatformsEnterprise B2BFrom the Company Library, companies for this article are:
    SnowflakeConfluent----------
    I write and speak about digital competition and China / Asia’s leading tech companies.
    I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
    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 (https://jefftowson.com)

    • 41 min
    Kroger and Part 2 on the External View and Base Rates (111)

    Kroger and Part 2 on the External View and Base Rates (111)

    This week’s podcast is about the external view and the importance of base rates. Berkshire-invested Kroger supermarkets is a good example of a company that can really be viewed externally.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    Here is my new book:
    Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage in Digital Businesses Kindle EditionCommon metrics for base rates:
    Sales growthGross profitability (gross profits / assets)Operating leverage. Change in operating profits relative to change in sales.Operating profit marginEarnings growthCFROIHere is the McKinsey book Beyond the Hockey Stick.
    ———
    Related articles:
    What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (Jeff’s Asia Tech Class – Podcast 61)From the Concept Library, concepts for this article are:
    External vs. Internal ViewRegression to the Mean (average / base rates, rate of regression)From the Company Library, companies for this article are:
    Kroger---------—-
    I write and speak about digital competition and China / Asia’s leading tech companies.
    I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
    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 (https://jefftowson.com)

    • 53 min

Customer Reviews

4.8 out of 5
24 Ratings

24 Ratings

joseph naus ,

A free high-level business class on Chinese Tech businesses and their stocks

The headline says it all. I’m learning so much.

AndrewStotz ,

Jeff's frameworks are awesome.

I’m impressed with how Jeff can dig deep into topics related to business strategy. His understanding of China and Chinese business it’s so valuable. If you’re looking for a podcast to help you understand what’s going on and what’s working (and what’s not) in China and in Asia this podcast is the place to be.
I especially like it when he Talks about his various frameworks and how the strategy of a particular company fits into that framework.

stealthsolutions101 ,

One of the best

The Asia tech class is one of the best resources available to develop the foundational knowledge necessary to understand this new business landscape

Top Podcasts In Technology

Lex Fridman
Jason Calacanis
Jack Rhysider
NPR
Tristan Harris and Aza Raskin, The Center for Humane Technology
Jason Calacanis

You Might Also Like

Brandon Beylo
Colossus
Chit Chat Money
Colossus
Ben Gilbert and David Rosenthal
Mathias Boe & Mads Christiansen