The Tech Strategy Podcast
By Jeffrey Towson
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Category: Technology
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Subscribers: 17
Reviews: 0
Episodes: 205
Description
A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Lessons on important digital concepts.
Lots more information available at Jefftowson.com and techmoatconsulting.com
To marketers, I do not have podcast guests.
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.
| Episode | Date |
|---|---|
|
Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)
|
May 05, 2024 |
|
Watch Out for Huawei in GenAI Data Architecture. And Baidu in Agent Builders (205)
|
Apr 26, 2024 |
|
How to Build GenAI into Operations - Part 2 (204)
|
Apr 14, 2024 |
|
A Framework for GenAI Strategy - Part 1 (203)
|
Apr 10, 2024 |
|
The 3 EV Business Models of BYD, Xiaomi and Tesla (202)
|
Apr 03, 2024 |
|
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
|
Dec 28, 2023 |
|
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
|
Dec 27, 2023 |
|
Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199)
|
Dec 26, 2023 |
|
A Breakdown of Reddit's Really Simple Business Model (198)
|
Dec 24, 2023 |
|
Baidu's AI Cloud Strategy Is Great. It's a Flywheel in Industry-Specific Intelligence. (197)
|
Dec 23, 2023 |
|
3 Lessons from Alibaba Cloud’s AI and Big Data Summit (196)
|
Dec 22, 2023 |
|
Will Automatic Data Processing (ADP) Win Big in Human Capital and Non-Human Workforces? (195)
|
Dec 21, 2023 |
|
Why TikTok Shop is a Big Problem for Etsy (194)
|
Dec 20, 2023 |
|
Facebook Meta is Mostly 4 Networks and 2 Platforms (193)
|
Dec 19, 2023 |
|
BYD Is Running China's "Manufacturing to the World” Playbook (192)
|
Dec 18, 2023 |
|
3 Factors Will Determine the Future of Verisign Inc. (191)
|
Dec 17, 2023 |
|
Digital Strategy Lesson: CRAs Are the Path From Operating Activities to Competitive Advantage (1 of 2) (190)
|
Dec 15, 2023 |
|
The 4 Digital Concepts Powering Salesforce, Inc. (Tech Strategy - Podcast 189)
|
Dec 09, 2023 |
|
The Arm Holdings' China Question (188)
|
Dec 08, 2023 |
|
The 4 Digital Concepts Powering Arm Holdings (187)
|
Dec 07, 2023 |
|
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 2 of 2) (186)
|
Dec 06, 2023 |
|
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 1 of 2) (185)
|
Nov 17, 2023 |
|
Digital Strategy Lesson: An Introduction to Rate of Learning (184)
|
Nov 02, 2023 |
|
3 Things I'm Watching for on Singles' Day (183)
|
Oct 23, 2023 |
|
5 Ways 5G and 5.5G Are Game Changers for Business (182)
|
Oct 15, 2023 |
|
Is Life Just AI Agents Plus Gaming Engines? (181)
|
Oct 09, 2023 |
|
Huawei's New AI Tech Stack and "All Intelligence" Strategy (180)
|
Sep 29, 2023 |
|
3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179)
|
Sep 22, 2023 |
|
My Predictions for Apple vs. Huawei in China (178)
|
Sep 14, 2023 |
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JD's Big Play for Low Cost China (177)
|
Sep 07, 2023 |
|
Understanding Hyper-Politicized China (176)
|
Aug 28, 2023 |
|
3 Rules for Winning Big in Digital (175)
|
Aug 23, 2023 |
|
3 Strategy Lessons from My Visit to Ant (174)
|
Aug 13, 2023 |
|
The Sexy But Dangerous Economics of Digital (173)
|
Aug 04, 2023 |
|
What's Next for iQIYI and Video Entertainment? (172)
|
Jul 23, 2023 |
|
Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (171)
|
Jul 12, 2023 |
|
Huawei Launches 5.5G. Plus, Lessons from the Shanghai Mobile World Conference. (170)
|
Jul 03, 2023 |
|
3 Strategy Lessons from My Visit to ByteDance (169)
|
Jun 24, 2023 |
|
3 Digital Strategy Lessons from Epic Games and NetEase (168)
|
Jun 17, 2023 |
|
How WeChat Became the Everything App (167)
|
Jun 10, 2023 |
|
4 Insights from the Head of JD Smart Logistics Park (166)
|
May 27, 2023 |
|
3 Steps to Supercharge Your Business and Career with Generative AI (165)
|
May 22, 2023 |
|
Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164)
|
May 09, 2023 |
|
AutoGPT: The Rise of Digital Agents and Non-Human Platforms & Business Models (163)
|
May 04, 2023 |
|
AutoGPT and Other Tech I Am Super Excited About (162)
|
Apr 26, 2023 |
|
Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn't (161).
|
Apr 18, 2023 |
|
3 Lessons from Huawei's 2022 Financial Report (160)
|
Apr 06, 2023 |
|
Why American Citizens Must Protect TikTok (For Now) (159)
|
Mar 29, 2023 |
|
NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158)
|
Mar 21, 2023 |
|
Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)
|
Mar 14, 2023 |
|
Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)
|
Mar 10, 2023 |
|
Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)
|
Feb 27, 2023 |
|
Monster Energy and How CPG Brands Can Win in Digital (154)
|
Feb 21, 2023 |
|
Generative AI's 5 Digital Superpowers (153)
|
Feb 11, 2023 |
|
How Generative AI Is Going to Disrupt YouTube and TikTok (152)
|
Jan 30, 2023 |
|
4 Types of Intangible Assets in Digital Businesses (151)
|
Jan 22, 2023 |
|
Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (150)
|
Jan 19, 2023 |
|
4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (149)
|
Jan 01, 2023 |
|
My Valuation for Microsoft (148)
|
Dec 21, 2022 |
|
Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (147)
|
Dec 13, 2022 |
|
ChatGPT and the New Machine Human Interface (146)
|
Dec 05, 2022 |
|
Elon Musk's Strategy for Twitter is to Supercharge Performance - And Then 10x the Product (145)
|
Nov 15, 2022 |
|
Why Most Incumbents Should Forget About Platforms and Build Consumption Ecosystems (144)
|
Nov 09, 2022 |
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What Grab Can Learn from Amazon About Growth - and Not From Meta (143)
|
Oct 31, 2022 |
|
Lessons in Purchasing Economies from Costco, JD and Pinduoduo (142)
|
Oct 23, 2022 |
|
Snowflake, Alibaba and My 3 Favorite Cloud Business Models (141)
|
Oct 13, 2022 |
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3 Strategy Questions for Magazine Luiza / Magalu in Brazil (140)
|
Oct 04, 2022 |
|
How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (139)
|
Sep 25, 2022 |
|
3 Big Digital Changes in Retail and Ecommerce (138)
|
Sep 15, 2022 |
|
Steam, Garena and Specialty Gaming Business Models (137)
|
Sep 05, 2022 |
|
Why I Don't Like Netflix, Singapore Press and Most Digital Content Businesses (136)
|
Aug 26, 2022 |
|
Why Economies of Scale Is Still the Default Digital Strategy (135)
|
Aug 17, 2022 |
|
Lessons in Digital Operating Basics 5 and 6 from Majid Al Futtaim (134)
|
Aug 05, 2022 |
|
The 5 Important Concepts of Web3 (133)
|
Jul 27, 2022 |
|
Powerful New Digital Business Models by Walgreens and Ping An Good Doctor (132)
|
Jul 18, 2022 |
|
Amazon, Tencent and When Rate of Learning Becomes a Competitive Advantage (131)
|
Jul 07, 2022 |
|
What Xiaomi Can Learn About Strategy from Apple and Amazon (130)
|
Jun 29, 2022 |
|
Get Ready for Alipay+ and Ant Group 2.0 (129)
|
Jun 21, 2022 |
|
Why GE Failed in Digital (For Now) (128)
|
Jun 12, 2022 |
|
Can Elon Musk Fix Twitter and Save Civilization? (127)
|
Jun 03, 2022 |
|
Two Frameworks for Predicting Tech Disruption (126)
|
May 24, 2022 |
|
Amazon's Moat in Ecommerce is Growing. But Falling in Video. Just Like for Netflix. (125)
|
May 07, 2022 |
|
What Amazon Should Copy From Alibaba and Pinduoduo (124)
|
Apr 22, 2022 |
|
Will GoTo "Win it All" in Indonesia? (123)
|
Apr 13, 2022 |
|
Don't Underestimate Growth Plus the Digital Operating Basics (122)
|
Apr 04, 2022 |
|
Will Southeast Asian Grab Become Meituan or Didi? (121)
|
Mar 25, 2022 |
|
Why Uniswap's Protocol Is a Threat to Coinbase's PPH Marketplace (120)
|
Mar 12, 2022 |
|
An Intro to Customer Capture as a Competitive Advantage in Digital (119)
|
Mar 02, 2022 |
|
Alibaba, WeChat and How Nike Won as a Platform Participant in China (118)
|
Feb 17, 2022 |
|
Coinbase and How Web 3.0 Is Different (117)
|
Feb 06, 2022 |
|
5 Predictions for Nubank 2.0 (116)
|
Jan 25, 2022 |
|
How Digital Is Wrecking Havoc on Barriers to Entry (115)
|
Jan 16, 2022 |
|
Two Big Questions About SenseTime and AI Software Business Models (114)
|
Jan 06, 2022 |
|
Huawei's 4 Big Thailand Projects. My Interview with CEO Abel Deng. (113)
|
Dec 29, 2021 |
|
Snowflake, Confluent and 4 Types of Coordination Platforms (112)
|
Dec 20, 2021 |
|
Kroger and Part 2 on the External View and Base Rates (111)
|
Dec 10, 2021 |
|
An Intro to ANE Logistics and Franchised Physical Networks (110)
|
Dec 02, 2021 |
|
Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (109)
|
Nov 25, 2021 |
|
Tuya and How to Predict the Winners in Specialty Enterprise (108)
|
Nov 18, 2021 |
|
7 Things Everyone Is Getting Wrong About Alibaba Singles' Day (107)
|
Nov 10, 2021 |
|
Snowflake, Tuya and the Fight for Dominant Design in Cloud (106)
|
Nov 02, 2021 |
|
What Everyone is Getting Wrong About Snowflake (105)
|
Oct 26, 2021 |
|
Core vs. Adjacency Growth in Digital Businesses (104)
|
Oct 19, 2021 |
|
Info Dictators and Why Mark Zuckerberg Will Choose the Next President (103)
|
Oct 12, 2021 |
|
Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (102)
|
Oct 04, 2021 |
|
Why DCF Sucks for Digital Valuation. (101)
|
Sep 28, 2021 |
|
How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)
|
Sep 19, 2021 |
|
More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)
|
Sep 12, 2021 |
|
Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)
|
Sep 06, 2021 |
|
Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)
|
Aug 29, 2021 |
|
What Worries Me About Alibaba Long-Term (96)
|
Aug 22, 2021 |
|
4 Reasons Why Didi and Ctrip Should Merge (95)
|
Aug 15, 2021 |
|
China Discussion with Kevin O'Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (94)
|
Aug 09, 2021 |
|
How to Profit from Politics in China Tech (93)
|
Aug 04, 2021 |
|
How to Assess Political Risk in China Tech (92)
|
Jul 26, 2021 |
|
Lessons from Warren Buffett on Compounding and Competitive Advantage (91)
|
Jul 20, 2021 |
|
Can Dingdong Win in Groceries and Specialty Ecommerce? (90)
|
Jul 13, 2021 |
|
Truck Alliance’s Fight to Build Complicated Network Effects (89)
|
Jul 05, 2021 |
|
Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)
|
Jun 29, 2021 |
|
Why Didi is Dominant But Still Unprofitable (87)
|
Jun 21, 2021 |
|
Ant Financial and the 3 Types of Network Effects (86)
|
Jun 16, 2021 |
|
Switching Costs, Wabco and Buffett's Critical Companies (85)
|
Jun 07, 2021 |
|
JD Logistics vs. DHL in Smart, IOT Logistics (84)
|
Jun 03, 2021 |
|
Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (83)
|
May 25, 2021 |
|
Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)
|
May 17, 2021 |
|
Adobe Inc. and the Power of Old School Software Economics (81)
|
May 10, 2021 |
|
Evil Moats: Tech-Created Habits and the Hijacking of Consumer Minds (80)
|
May 01, 2021 |
|
China's New OMO Platforms: Alibaba, Sun Art and Beike (79)
|
Apr 25, 2021 |
|
What is the Worst Case Scenario for Alibaba? (78)
|
Apr 18, 2021 |
|
Don’t Overvalue Cool China Tactics: Community Group Buying, Blind Boxes and Influencer Marketing. (77)
|
Apr 11, 2021 |
|
Can Baidu Thrive As a Stand-Alone Search Engine? (76)
|
Apr 04, 2021 |
|
My 9 Investment Standard Questions (75)
|
Mar 28, 2021 |
|
Fiverr and the Classic Marketplace Platform Playbook (74)
|
Mar 21, 2021 |
|
Can Huawei's HarmonyOS Break Android's Monopoly? (73)
|
Mar 14, 2021 |
|
Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (72)
|
Mar 08, 2021 |
|
Will JD Logistics Become a New Type of Ecosystem? (71)
|
Feb 28, 2021 |
|
How Coupang Is Building a Competitive Fortress in South Korea (70)
|
Feb 21, 2021 |
|
Why Revenue Scale and Operating Leverage Are Different for Software vs. AI. (69)
|
Feb 14, 2021 |
|
Is Roblox Going to Be the Next TikTok? Plus the Kuaishou IPO. (68)
|
Feb 07, 2021 |
|
The 3 Real Effects of Network Effects. Plus So-Young's Cool Marketplace. (67)
|
Jan 31, 2021 |
|
Pay Attention to the Potential Value of WeChat Mini Programs. (66)
|
Jan 24, 2021 |
|
The Difference Between Competitive Advantages and 7 Powers (65)
|
Jan 17, 2021 |
|
Economies of Scale and Switching Costs According to 7 Powers (64)
|
Jan 10, 2021 |
|
4 Problems with Michael Porter's 5 Forces (63)
|
Jan 03, 2021 |
|
4 Problems with Hamilton Helmer’s 7 Powers (62)
|
Dec 27, 2020 |
|
What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (61)
|
Dec 20, 2020 |
|
Tesla vs. Nio - And Why First Mover Advantage in Tech Can Suck. (60)
|
Dec 13, 2020 |
|
Airbnb Is Going to Get Crushed in Asia. Rethink Your Valuation. (59)
|
Dec 06, 2020 |
|
Introduction to Innovation, Elon Musk and Android's Dominant Design. (58)
|
Nov 29, 2020 |
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Alibaba, Android and The Emerging Art of Ecosystem Management. (57)
|
Nov 23, 2020 |
|
Forget the "Alibaba Ecosystem". It's About Collaboration-Based Industries and Business Models. (56)
|
Nov 16, 2020 |
|
How Digital Creates and Destroys Competitive Advantage. Digital Economics II. (55)
|
Nov 08, 2020 |
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5 Trends That Will Power Digital China / Asia for the Next Decade (54)
|
Nov 01, 2020 |
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Digital Economics II: Why Pricing Is Getting Both Complicated and Critical. (53)
|
Oct 26, 2020 |
|
Why the Bytedance "Attention Factory" Is a Threat to Facebook (52)
|
Oct 19, 2020 |
|
The Fight Between Alibaba Cloud, AWS and Friedrich Hayek (51)
|
Oct 12, 2020 |
|
What is Alibaba's Best Growth Strategy? (50)
|
Oct 04, 2020 |
|
Ant Financial and the Sustained Innovation Trap of Network Effects (3 of 3) (49)
|
Sep 27, 2020 |
|
Adaptation, Innovation and Resilience at Alibaba. A Discussion with BCG's Martin Reeves. (2 of 3) (48)
|
Sep 20, 2020 |
|
How Ant Financial / Ant Group is Revolutionizing Finance (1 of 3) (47)
|
Sep 13, 2020 |
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What is the Secret of Pinduoduo’s Success? (2 of 2) (46)
|
Sep 07, 2020 |
|
What is the Secret of Pinduoduo’s Success? With Matthew Brennan and Elliott Zaagman. (1 of 2) (45)
|
Aug 30, 2020 |
|
Can Xiaomi or Meitu Win as Platforms / Ecosystems? (2 of 2) (44)
|
Aug 23, 2020 |
|
Xiaomi, Meitu and Why Platforms Fail (1 of 2) (43)
|
Aug 17, 2020 |
|
Tencent Buys Sogou. Plus More Digital and Information Economics (42)
|
Aug 10, 2020 |
|
3 Ways Network Effects Suck (41)
|
Aug 03, 2020 |
|
Why Lazada vs. Shopee Is Faster Horse vs. Better Jockey (40)
|
Jul 26, 2020 |
|
What TikTok Can Learn From Huawei About the Role of the State (39)
|
Jul 19, 2020 |
|
Will Farfetch or Secoo Win in Luxury Ecommerce in China? (38)
|
Jul 13, 2020 |
|
Companies Can Have Digital Superpowers: Lazada vs. Grab. Luckin vs. Hellobike. (37)
|
Jul 05, 2020 |
|
WeChat, TikTok and Capturing the Consumer Mind in a Digital Age (36)
|
Jun 28, 2020 |
|
How Should Education Companies Like New Oriental Respond to AI Digital Natives Like LAIX? (35)
|
Jun 22, 2020 |
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Huawei, Luckin and the SMILE Marathon (34)
|
Jun 14, 2020 |
|
3 Ways AI Is Transforming Fashion: My Interview with JD Vice President of Cloud & AI (33)
|
Jun 08, 2020 |
|
Grab vs. GoJek vs. Lazada: Who Will Win in Services in SE Asia? (32)
|
Jun 01, 2020 |
|
Products with Personalities? My Interview with JD About Conversational AI (31)
|
May 25, 2020 |
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Should Starbucks Buy Luckin Coffee? Should Alibaba? HeyTea? (30)
|
May 18, 2020 |
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Can Shopee / Garena Beat Lazada? Tencent vs. Alibaba In SE Asia. (29)
|
May 11, 2020 |
|
How Big Will Ant Financial / Alipay Become? (28)
|
May 06, 2020 |
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How Can Meituan Compete with Alibaba? And Prepare for Next Gen Services Marketplaces? (27)
|
Apr 26, 2020 |
|
Is Baidu the New AT&T? The Basics of Physical vs. Virtual Networks. (26)
|
Apr 19, 2020 |
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Alibaba to Lazada: The Stunning Future of Interconnected Asia (25)
|
Apr 13, 2020 |
|
My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (24)
|
Apr 07, 2020 |
|
Why Didi Needs Driver Switching Costs. Uber Too. (23)
|
Mar 29, 2020 |
|
Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (22)
|
Mar 23, 2020 |
|
What Is the Secret of Zoom’s Success in Video Communications? (21)
|
Mar 15, 2020 |
|
What Is the Secret of TikTok / Douyin’s Success? (20)
|
Mar 08, 2020 |
|
The Coronavirus Quarantine Economy Is Supercharging Taobao Live & the China Digital Consumer Network (19)
|
Mar 01, 2020 |
|
JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (18)
|
Feb 23, 2020 |
|
How Should Huawei's Smartphone Business Respond to the US Tech Ban? Part 2 (17)
|
Feb 16, 2020 |
|
Review: Why Digital Platforms Are The Super Predators of Business (16)
|
Feb 10, 2020 |
|
Review: The Sexy But Dangerous Economics of Digital (15)
|
Feb 04, 2020 |
|
How Should Huawei Have Responded to the US Tech Ban? Part 1 (14)
|
Jan 21, 2020 |
|
My Visit to WeChat and Why They Are Smarter Than Apple and Facebook (13)
|
Jan 15, 2020 |
|
Why Digital Is Disrupting Business, Politics, Culture and Society (11)
|
Jan 05, 2020 |
|
My Visit to JD's E-Space: Is It a Game Changer for Department Stores in China? (10)
|
Dec 29, 2019 |
|
3 Lessons from Hotpot with Huawei Chairman Guo Ping (9)
|
Dec 23, 2019 |
|
Why Did Ofo Fail? What Should They Have Done? (8)
|
Dec 15, 2019 |
|
Should Vipshop Build a Logistics Network Like JD? (7)
|
Dec 11, 2019 |
|
Will Luckin, Mobike, Didi or WeWork Ever Be Profitable? (6)
|
Dec 01, 2019 |
|
Behind the Scenes with Alibaba on Singles' Day (5)
|
Nov 15, 2019 |
|
How Did Alibaba Beat Everyone? Products vs. Digital Platforms (4)
|
Nov 03, 2019 |
|
How Should Starbucks China Have Responded to Luckin Coffee? (3)
|
Oct 27, 2019 |
|
What Should Giant Bicycles Have Done About Mobike, Ofo and China Bike-Sharing? (2)
|
Sep 17, 2019 |
|
Introduction to Jeff's Asia Tech Class (1)
|
Sep 13, 2019 |