The Tech Strategy Podcast

222 Episodes

1. Will Southeast Asian Grab Become Meituan or Didi? (121)

   Published: 3/25/2022
2. Why Uniswap's Protocol Is a Threat to Coinbase's PPH Marketplace (120)

   Published: 3/12/2022
3. An Intro to Customer Capture as a Competitive Advantage in Digital (119)

   Published: 3/2/2022
4. Alibaba, WeChat and How Nike Won as a Platform Participant in China (118)

   Published: 2/17/2022
5. Coinbase and How Web 3.0 Is Different (117)

   Published: 2/6/2022
6. 5 Predictions for Nubank 2.0 (116)

   Published: 1/25/2022
7. How Digital Is Wrecking Havoc on Barriers to Entry (115)

   Published: 1/16/2022
8. Two Big Questions About SenseTime and AI Software Business Models (114)

   Published: 1/6/2022
9. Huawei's 4 Big Thailand Projects. My Interview with CEO Abel Deng. (113)

   Published: 12/29/2021
10. Snowflake, Confluent and 4 Types of Coordination Platforms (112)

    Published: 12/20/2021
11. Kroger and Part 2 on the External View and Base Rates (111)

    Published: 12/10/2021
12. An Intro to ANE Logistics and Franchised Physical Networks (110)

    Published: 12/2/2021
13. Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)

    Published: 11/25/2021
14. Tuya and How to Predict the Winners in Specialty Enterprise (108)

    Published: 11/18/2021
15. 7 Things Everyone Is Getting Wrong About Alibaba Singles' Day (107)

    Published: 11/10/2021
16. Snowflake, Tuya and the Fight for Dominant Design in Cloud (106)

    Published: 11/2/2021
17. What Everyone is Getting Wrong About Snowflake (105)

    Published: 10/26/2021
18. Core vs. Adjacency Growth in Digital Businesses (104)

    Published: 10/19/2021
19. Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)

    Published: 10/12/2021
20. Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)

    Published: 10/4/2021