TechMoat Consulting

The 4 Pillars of JD's Ecommerce Strategy #jd #ecommerce

Who are the biggest sources of misinformation? -Governments? -Corporate media? -Tech companies? -Businesses? -Independent journalists? -Individuals posting on line?

5 Lessons in Tech Investing from Constellation Software 1: Constellation’s “Investor Plus Operator” Structure Enables Endless Growth. It’s Similar to Berkshire. 2: Constellation Prioritizes Predictability and Competitive Advantage. Also, like Berkshire. 3: Constellation Does Focus More on Growth than Typical Value Investors 4: Acquiring Exceptional Private Businesses Is Hard. And Requires More than Capital. 5: Tech Investing Has Greater Uncertainties. Constellation Deals with this By Combining “Buy and Hold” in Exceptional Businesses with “Buy and Sell” in Good Businesses. #digitalstrategy #constellationsoftware https://lnkd.in/eQesvQ9b

Can GenAI Give You a Competitive Advantage? Yes and no. It can give you a barrier to entry. And that is a type of moat that keeps new entrants out of your business. It's not clear that it can create an ongoing competitive advantage against rivals. This podcast has my breakdown. #genai #competitiveadvantage #digitalstrategy https://lnkd.in/gXYeNXee

Building networks and communities is the best skill in digital business. It gets you customer retention. It gets you a barrier to entry. it gets you organic growth. To learn more, read my short book: "How to Build Moats for #Digital Businesses" At a.co/d/eYbHcSy

Can the US restore free speech in the UK? Trump has said he is going to apply free speech principles to American trade standards and foreign relations. The UK will likely be the test case for enforcing this. And Nigel Farage just met with him in Mar el Lago. We’ll see. But after several years of retreat against rising censorship, free speech might finally be going on the offense.

AI is like electricity. Think batteries vs. grids as business models. That's a good analogy for thinking about GenAI. It's from Kai Fu Lee. Here's my thoughts on it. Plus, some fun stuff from Bali. #genai #ai #digitalstrategy

The 3 Steps of a Digital Attacker Strategy 1: A digital tool enables a new superior service. This is used to break into an existing biz. 2: Value chains get transformed. Everyone scrambles to grab valuable positions. 3: New leaders add services, complements and bundles. Watch for this pattern in new AI services. You can listen to this podcast for more. #digitalstrategy https://lnkd.in/g3TB-nCM

3 Take-Aways from My Visit to Ant Group and Alipay 1: #Alipay and Alipay+ Are Adding Geographies. 2: Ant International Is Adding Brands: Alipay+, #Antom, WorldFirst, bettr. 3: AI Services and Data Flows Are the Big New Things Read more here. #antgroup https://lnkd.in/ebn9assQ

Hate speech... ...Disinformation ...Misinformation ...Mal-information The rational keeps changing. But the goal is always the same: A small group of elites get control over what you can say and read.