This week’s podcast is about my interviews with Lazada CEO James Dong and CTO Howard Wang. Here are my 3 three take-aways.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.————Related articles:JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)JD’s Is Making a Big Strategic Move into the Low-Cost Market (2 of 3) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Southeast AsiaEcommerceFrom the Company Library, companies for this article are:Lazada————I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

This week’s podcast is about the high profile events at both Apple and Huawei in China this month. Here’s my breakdown on what it means.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.---------Related articles:What TikTok Can Learn From Huawei About the Role of the State (Jeff’s Asia Tech Class – Podcast 39)How Tsingtao, CR Snow and the Other Beer SOEs Won Big in China (Pt 2 of 2)From the Concept Library, concepts for this article are:Role of the StateChinaFrom the Company Library, companies for this article are:AppleHuawei -----------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

This week’s podcast is about some big moves at JD.com - especially their big strategic move to go after the low-cost market of China. Here's my breakdown on what it means.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting—-Related articles:JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)JD’s Is Making a Big Strategic Move into the Low-Cost Market (2 of 3) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Marketplace PlatformsDigital Physical HybridFrom the Company Library, companies for this article are:JD.com--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Support the show

This week’s podcast is about the current hyper-politicization of all things China. It's my take for assessing what it means.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.—-Related articles:Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:Role of the StateFrom the Company Library, companies for this article are:n/a--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

This week’s podcast is about digital transformation, which is a long-term and complicated effort by established companies. This podcast is about what really matters.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.Here are the three rules:Rule 1: The Need for SpeedRule 2: Intangibles - You Need Invisible Engines to WinRule 3: Leadership – Everybody Falls the First TimeHere are the 4 intangible assets mentioned.4 Types of Intangible Assets in Digital Businesses (Tech Strategy – Podcast 151)——-Related articles:Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:Digital transformationLeadership digital divide4 intangible assetsFrom the Company Library, companies for this article are:n/a—--–------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show