The Tech Strategy Podcast

222 Episodes

1. Tencent Buys Sogou. Plus More Digital and Information Economics (42)

   Published: 8/10/2020
2. 3 Ways Network Effects Suck (41)

   Published: 8/3/2020
3. Why Lazada vs. Shopee Is Faster Horse vs. Better Jockey (40)

   Published: 7/26/2020
4. What TikTok Can Learn From Huawei About the Role of the State (39)

   Published: 7/19/2020
5. Will Farfetch or Secoo Win in Luxury Ecommerce in China? (38)

   Published: 7/13/2020
6. Companies Can Have Digital Superpowers: Lazada vs. Grab. Luckin vs. Hellobike. (37)

   Published: 7/5/2020
7. WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (36)

   Published: 6/28/2020
8. How Should Education Companies Like New Oriental Respond to AI Digital Natives Like LAIX? (35)

   Published: 6/22/2020
9. Huawei, Luckin and the SMILE Marathon (34)

   Published: 6/14/2020
10. 3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (33)

    Published: 6/8/2020
11. Grab vs. GoJek vs. Lazada: Who Will Win in Services in SE Asia? (32)

    Published: 6/1/2020
12. Products with Personalities? My Interview with JD About Conversational AI (31)

    Published: 5/25/2020
13. Should Starbucks Buy Luckin Coffee? Should Alibaba? HeyTea? (30)

    Published: 5/18/2020
14. Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (29)

    Published: 5/11/2020
15. How Big Will Ant Financial / Alipay Become? (28)

    Published: 5/6/2020
16. How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (27)

    Published: 4/26/2020
17. Is Baidu the New AT&T? The Basics of Physical vs. Virtual Networks. (26)

    Published: 4/19/2020
18. Alibaba to Lazada: The Stunning Future of Interconnected Asia (25)

    Published: 4/13/2020
19. My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (24)

    Published: 4/7/2020
20. Why Didi Needs Driver Switching Costs. Uber Too. (23)

    Published: 3/29/2020