The Tech Strategy Podcast

222 Episodes

1. Adobe Inc. and the Power of Old School Software Economics (81)

   Published: 5/10/2021
2. Evil Moats: Tech-Created Habits and the Hijacking of Consumer Minds (80)

   Published: 5/1/2021
3. China's New OMO Platforms: Alibaba, Sun Art and Beike (79)

   Published: 4/25/2021
4. What is the Worst Case Scenario for Alibaba? (78)

   Published: 4/18/2021
5. Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (77)

   Published: 4/11/2021
6. Can Baidu Thrive As a Stand-Alone Search Engine? (76)

   Published: 4/4/2021
7. My 9 Investment Standard Questions (75)

   Published: 3/28/2021
8. Fiverr and the Classic Marketplace Platform Playbook (74)

   Published: 3/21/2021
9. Can Huawei's HarmonyOS Break Android's Monopoly? (73)

   Published: 3/14/2021
10. Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (72)

    Published: 3/8/2021
11. Will JD Logistics Become a New Type of Ecosystem? (71)

    Published: 2/28/2021
12. How Coupang Is Building a Competitive Fortress in South Korea (70)

    Published: 2/21/2021
13. Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (69)

    Published: 2/14/2021
14. Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (68)

    Published: 2/7/2021
15. The 3 Real Effects of Network Effects. Plus So-Young's Cool Marketplace. (67)

    Published: 1/31/2021
16. Pay Attention to the Potential Value of WeChat Mini Programs. (66)

    Published: 1/24/2021
17. The Difference Between Competitive Advantages and 7 Powers (65)

    Published: 1/17/2021
18. Economies of Scale and Switching Costs According to 7 Powers (64)

    Published: 1/10/2021
19. 4 Problems with Michael Porter's 5 Forces (63)

    Published: 1/3/2021
20. 4 Problems with Hamilton Helmer’s 7 Powers (62)

    Published: 12/27/2020