The Tech Strategy Podcast

194 Episodo

1. How to Profit from Politics in China Tech (93)

   Publicado: 4/8/2021
2. How to Assess Political Risk in China Tech (92)

   Publicado: 26/7/2021
3. Lessons from Warren Buffett on Compounding and Competitive Advantage (91)

   Publicado: 20/7/2021
4. Can Dingdong Win in Groceries and Specialty Ecommerce? (90)

   Publicado: 13/7/2021
5. Truck Alliance’s Fight to Build Complicated Network Effects (89)

   Publicado: 5/7/2021
6. Skillz vs. Electronic Arts. And the Emergence of Digital Sin Stocks. (88)

   Publicado: 29/6/2021
7. Why Didi is Dominant But Still Unprofitable (87)

   Publicado: 21/6/2021
8. Ant Financial and the 3 Types of Network Effects (86)

   Publicado: 16/6/2021
9. Switching Costs, Wabco and Buffett's Critical Companies (85)

   Publicado: 7/6/2021
10. JD Logistics vs. DHL in Smart, IOT Logistics (84)

    Publicado: 3/6/2021
11. Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (83)

    Publicado: 25/5/2021
12. Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (82)

    Publicado: 17/5/2021
13. Adobe Inc. and the Power of Old School Software Economics (81)

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

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

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

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

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

    Publicado: 4/4/2021
19. My 9 Investment Standard Questions (75)

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

    Publicado: 21/3/2021