The Tech Strategy Podcast

194 Episodo

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

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

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

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

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

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

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

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

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

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

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

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

    Publicado: 4/10/2021
13. Why DCF Sucks for Digital Valuation. (101)

    Publicado: 28/9/2021
14. How Hillhouse Capital Invests In and Digitizes Chinese Companies. (100)

    Publicado: 19/9/2021
15. More Lessons in Digital Operating Basics from Ram Charan. Part 2 of 2 on “Rethinking Competitive Advantage”. (99)

    Publicado: 12/9/2021
16. Lessons in Digital Operating Basics from Ram Charan. Part 1 of 2 on “Rethinking Competitive Advantage”. (98)

    Publicado: 6/9/2021
17. Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (97)

    Publicado: 29/8/2021
18. What Worries Me About Alibaba Long-Term (96)

    Publicado: 22/8/2021
19. 4 Reasons Why Didi and Ctrip Should Merge (95)

    Publicado: 15/8/2021
20. China Discussion with Kevin O'Leary. Plus Foodpanda, Digital Basics and the Standard Digital Playbook. (94)

    Publicado: 9/8/2021