131 episodes

A podcast (and subscription newsletter) on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:
-Deeper insights into the strategies and business models of the best tech companies. This will help you identify and understand the tech champions, the small giants and emerging winners.​
-A better understanding of the digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​
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.

The Tech Strategy Podcast Jeffrey Towson

    • Technology
    • 4.8 • 24 Ratings

A podcast (and subscription newsletter) on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:
-Deeper insights into the strategies and business models of the best tech companies. This will help you identify and understand the tech champions, the small giants and emerging winners.​
-A better understanding of the digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​
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.

    What Xiaomi Can Learn About Strategy from Apple and Amazon (130)

    What Xiaomi Can Learn About Strategy from Apple and Amazon (130)

    This week’s podcast is about Xiaomi and ongoing strategy changes and moves. This is a good case for my 6 levels of digital competition. It takes apart the situation fairly effectively. And Apple and Amazon provide good counter-examples.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    —–
    Related articles:
    Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    6 Levels of Digital CompetitionSMILE MarathonFrom the Company Library, companies for this article are:
    XiaomiAmazonApplePhoto by Zana Latif on Unsplash
    ——-
    I write, speak and consult about digital strategy and transformation.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
    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

    • 46 min
    Get Ready for Alipay+ and Ant Group 2.0 (129)

    Get Ready for Alipay+ and Ant Group 2.0 (129)

    This week’s podcast is about Alipay+, which is Ant's new international payment initiative. But it is also about the return of Ant Group after 2 years in restructuring. I call that Ant 2.0.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    ——–
    Related articles:
    Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:
    Digital Economics: BundlingPayment PlatformsFrom the Company Library, companies for this article are:
    Ant Financial / Alipay+StoneSquare ---------
    I write, speak and consult about digital strategy and transformation.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
    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

    • 44 min
    Why GE Failed in Digital (For Now) (128)

    Why GE Failed in Digital (For Now) (128)

    This week’s podcast is about GE and their big digital transformation initiative from 2011-2018. However, I am not a GE expert by any stretch. I am just presenting a very simplified version of their digital initiatives (from case studies) for a discussion about digital transformation.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    Here's my playbook for the digital transformation of an incumbent.
     70% Digital Operating Basics25% Moats5% Tactics——–
    Related articles:
    Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    Digital TransformationIndustrial Internet / IIoTDigital Operating BasicsFrom the Company Library, companies for this article are:
    GE——-
    I write, speak and consult about digital strategy and transformation.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
    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

    • 45 min
    Can Elon Musk Fix Twitter and Save Civilization? (127)

    Can Elon Musk Fix Twitter and Save Civilization? (127)

    This week’s podcast is about Elon Musk's attempted purchase of Twitter. But it is really about how the control and curation of information flows how become a key issue in the digital age. The lack of effective curation at scale has become a major problem in society. Elon Musk may be the person to finally fix this.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    ——--
    Related articles:
    Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)GoTo Is Going for an “Ultimate B2C Marketplace” in Indonesia. But Alibaba Couldn’t Do It in China. (1 of 2)(Winning Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    Information FlowsInteraction Failure and Curation at ScaleFrom the Company Library, companies for this article are:
    Twitter——-
    I write, speak and consult about digital strategy and transformation.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
    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

    • 47 min
    Two Frameworks for Predicting Tech Disruption (126)

    Two Frameworks for Predicting Tech Disruption (126)

    This week’s podcast is about digital disruption. It's a big and difficult topic for management teams. And it usually leads to discussion about innovation. Here are 2-3 frameworks for how to think about it.
    Correction: I said Daily Mail in the podcast. I meant Daily Journal.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    Andreesen-Horowitz's 4 Stages of Disruption
    Disruption of incumbentRapid and linear evolutionAppealing convergenceComplete reimaginationMy standard disruption questions:
    Impact: Is the impact on my 6 levels predictable?Probability: How how is it for management to hard to pull off this strategy?---—
    Related articles:
    Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)GoTo Is Going for an “Ultimate B2C Marketplace” in Indonesia. But Alibaba Couldn’t Do It in China. (1 of 2)(Winning Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    Sustaining vs. Disruptive Innovation / Clayton ChristensenAndreesen-Horowitz's 4 stages of disruptionFrom the Company Library, companies for this article are:
    Barnes and NobleDaily Journal——-
    I write, speak and consult about digital strategy and transformation.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also host US-Asia Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
    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

    • 50 min
    Amazon's Moat in Ecommerce is Growing. But Falling in Video. Just Like for Netflix. (125)

    Amazon's Moat in Ecommerce is Growing. But Falling in Video. Just Like for Netflix. (125)

    This week’s podcast is about Amazon's competitive advantages. We can see clearly growing moats in ecommerce. But increasing competition is revealing the lack of defenses in video streaming. Netflix has the same problem.
    You can listen to this podcast here or at iTunes and Google Podcasts.
    The mentioned graphics are here. 
    ——
    Related articles:
    Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)GoTo Is Going for an “Ultimate B2C Marketplace” in Indonesia. But Alibaba Couldn’t Do It in China. (1 of 2)(Winning Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    Economies of Scale: Purchasing EconomiesEconomies of Scale: Fixed CostsDigital Operating BasicsFrom the Company Library, companies for this article are:
    AmazonNetflix——-
    I write, speak and consult about digital strategy and transformation.
    My book Moats and Marathons details how to measure competitive advantage in digital businesses.
    I also host US-Asia Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.
    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

    • 52 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

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