The Tech Strategy Podcast

217 Episoder

1. 5 Predictions for Nubank 2.0 (116)

   Publisert: 25.1.2022
2. How Digital Is Wrecking Havoc on Barriers to Entry (115)

   Publisert: 16.1.2022
3. Two Big Questions About SenseTime and AI Software Business Models (114)

   Publisert: 6.1.2022
4. Huawei's 4 Big Thailand Projects. My Interview with CEO Abel Deng. (113)

   Publisert: 29.12.2021
5. Snowflake, Confluent and 4 Types of Coordination Platforms (112)

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

   Publisert: 10.12.2021
7. An Intro to ANE Logistics and Franchised Physical Networks (110)

   Publisert: 2.12.2021
8. Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)

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

   Publisert: 18.11.2021
10. 7 Things Everyone Is Getting Wrong About Alibaba Singles' Day (107)

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

    Publisert: 2.11.2021
12. What Everyone is Getting Wrong About Snowflake (105)

    Publisert: 26.10.2021
13. Core vs. Adjacency Growth in Digital Businesses (104)

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

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

    Publisert: 4.10.2021
16. Why DCF Sucks for Digital Valuation. (101)

    Publisert: 28.9.2021
17. How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)

    Publisert: 19.9.2021
18. More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)

    Publisert: 12.9.2021
19. Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)

    Publisert: 6.9.2021
20. Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)

    Publisert: 29.8.2021