Podcast
AI, Digital, Marketing, Strategy, TLDR
Hosted by Venkat SN · EN
A channel where we explain strategy, marketing, and digital concepts and practices important for managing your business.
17episodes
Episodes
Newest firstAll episodes
Fragile Innovation — When Innovative Products Outrun Continuity
Nov 100:08:05Tap to summarizeIn this synthesis episode, Marketing and Strategy TLDR compares North (Focals) and SmileDirectClub — two innovation-driven ventures that scaled ambition faster than stability. Using the 4A’s marketing model and continuity analysis, we examine why both failed in different ways yet share the same core fragility: their services couldn’t sustain their products. This synthesis distills actionable insights on service dependency, and the strategic cost of ignoring end-of-life guarantees.Tags: Fragile innovation analysis, comparative business case, North Focals SmileDirectClub, strategy synthesis podcast, marketing framework, product lifecycle analysis, continuity strategy, business failure comparison, strategic management podcast
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SmileDirectClub — How a Billion-Dollar Telehealth Startup Collapsed
Nov 100:08:51Tap to summarizeSmileDirectClub was supposed to make braces obsolete. Instead, its global shutdown left customers abandoned and regulators alarmed. In this Marketing and Strategy TLDR episode, we trace the company’s meteoric rise and sudden collapse — from billion-dollar IPO to bankruptcy. SmileDirectClub's collapse highlights how misaligned claims and unsustainable service models turned innovation into liability. This is a cautionary tale about ambition, trust, and the cost of scaling healthcare like software.Tags: SmileDirectClub analysis, telehealth business failure, marketing strategy podcast, healthcare innovation case study, DTC strategy, regulation and marketing, 4A framework, business ethics podcast, continuity risk management, tele-dentistry case
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North (Focals) — Canada’s Smart Glasses That Looked Too Far Ahead
Nov 100:09:16Tap to summarizeWhat happens when a startup tries to make smart glasses cool again? In this Marketing and Strategy TLDR episode, we explore North Focals, a Canadian company that wowed investors and designers alike — until high prices, limited reach, and a Google buyout ended it all. This is a story of vision, design, and the fragile balance between innovation and market reality.Tags: North Focals, smart glasses, tech failure stories, startup rise and fall, Canadian innovation, Google buys North, wearable tech podcast, startup lessons, design and technology, innovation gone wrongAI has been used in different parts of creation of this episode from research to cover image.
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MILKRUN’s Revival: How Woolworths Rebuilt a Startup Brand
Nov 100:14:42Tap to summarizeAfter MILKRUN’s dramatic 2023 shutdown, Woolworths saw opportunity in failure. The supermarket giant relaunched the brand as MILKRUN powered by Metro, blending start-up agility with corporate scale. In this episode, Marketing and Strategy TLDR explores how Woolworths re-engineered operations, leveraged omnichannel strategy, and rebuilt trust to create a sustainable rapid-delivery service. Discover how brand integration, data-driven loyalty, and disciplined execution turned a startup collapse into a corporate comeback — and what this revival teaches about innovation endurance.Tags (RSS metadata): MILKRUN Revival, Woolworths, Omnichannel Strategy, Startup Turnaround, Marketing Podcast, Business Growth, MBA Case Study, InnovationAI has been used in different parts of creation of this episode from research to cover image.
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MILKRUN Australia: The $75M Startup That Fell Too Fast
Nov 100:10:13Tap to summarizeMILKRUN Australia was the pandemic-era sensation that promised groceries in ten minutes, raised $75 million, and collapsed in less than two years. This episode explains what really happened — from flawed unit economics to shifting investor sentiment — and the strategic missteps that turned speed into a liability. Join Marketing and Strategy TLDR to explore why one of Australia’s most hyped delivery startups fell, and what every founder, Business School student, and marketer can learn from the country’s most expensive quick-commerce failure.Tags (RSS metadata): MILKRUN Australia, Startup Failure, Business Strategy, Quick Commerce, Marketing Podcast, MBA Case Study, Woolworths, Entrepreneurship
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Intel's Fall: From Dominant Disruptor to the Disrupted
Feb 1, 202500:13:38Tap to summarizeIntel’s current struggles serve as a stark warning for companies facing disruptive innovation. It's a cautionary tale about the importance of continuous innovation, agility, and a willingness to adapt. The story also demonstrates the danger of neglecting emerging market opportunities and remaining solely focused on existing business.Sources for this podcast1. https://www.nasdaq.com/articles/how-intel-lost-its-way 2. https://www.theregister.com/2023/10/30/arm_intel_comment/ 3. https://www.vamsitalkstech.com/strategy/industry-spotlight-did-intel-fail-its-own-digital-transformation/ 4. https://manufacturing-today.com/news/behind-intels-challenges-manufacturing-delays-and-leadership-shifts/#:~:text=The%20company%20faced%20prolonged%20delays,more%20efficient%20and%20powerful%20processors. 5. https://samlin001.medium.com/can-intel-regain-its-crown-25b610b4c73e 6. https://www.devere-group.com/why-is-intel-falling-behind/ 7. https://www.investopedia.com/intel-gelsinger-isnt-alone-2024-record-year-ceo-changes-8756513#:~:text=Intel's%20Gelsinger%20Isn't%20Alone,Record%20Year%20for%20CEO%20Changes 8. https://semianalysis.com/2024/12/09/intel-on-the-brink-of-death/ 9. https://www.csis.org/analysis/too-good-lose-americas-stake-intel#:~:text=Intel%20Foundry%2C%20however%2C%20allows%20for,with%20other%20large%20foundry%20providers 10. https://www.thedailystar.net/tech-startup/news/intel-vs-tsmc-the-battle-chip-supremacy-3729816#:~:text=Intel's%20comeback%20strategy,Samsung%20in%20advanced%20chip%20manufacturing. 11. https://sourceability.com/post/lithography-the-game-changer-in-computing-power-of-the-past-present-and-future 12. https://www.csis.org/analysis/back-forth-intel-and-semiconductor-industry#:~:text=The%20company%20has%20made%20massive,capability%20and%20capacity%20on%20domestic 13. https://omdia.tech.informa.com/om018716/intels-idm-20-strategy-going-beyond-internal-manufacturing-to-close-the-ai-chip-technology-gap#:~:text=The%20IDM%202.0%20strategy%20puts,immediate%20assistance%20and%20then%20advancing 14. https://www.electropages.com/blog/2024/05/intel-shifts-focus-foundry-business-aiming-become-worlds-no2-foundry-2030#:~:text=With%20its%20goal%20to%20become,key%20development%20in%20its%20growth. 15. https://www.electropages.com/blog/2024/10/intel-18a-future-semiconductor-technology-ribbonfet-and-powervia 16. https://www.arm.com/glossary/cpu#:~:text=The%20Central%20Processing%20Unit%20(CPU,%E2%80%9Ccentral%E2%80%9D%20or%20%E2%80%9Cmain%E2%80%9D 17. https://www.splunk.com/en_us/blog/learn/cpu-vs-gpu.html#:~:text=CPU%20manages%20general%20computing%20tasks,and%20running%20software%20or%20applications. 18. https://www.intel.com/content/www/us/en/products/docs/processors/what-is-a-gpu.html#:~:text=GPUs%20were%20originally%20designed%20to,and%20programmable%2C%20enhancing%20their%20capabilities. 19. https://blog.purestorage.com/purely-educational/cpu-vs-gpu-for-machine-learning/ 20. https://www.supermicro.com/en/glossary/cuda#:~:text=Additionally%2C%20CUDA%20accelerates%20tasks%20in,developers%20and%20researchers%20working%20in 21. https://www.quora.com/Why-didnt-Intel-take-the-mobile-CPU-market-more-seriously-before-smartphones-became-common-place 22. https://www.nytimes.com/2024/10/24/technology/intel-ai-chips-mistakes.html 23. https://news.ycombinator.com/item?id=11706667 24. https://en.wikipedia.org/wiki/Intel 25. https://www.techtarget.com/whatis/feature/Intels-rise-and-fall-A-timeline-of-what-went-wrong 26. https://www.theverge.com/22597713/intel-7nm-delay-summer-2020-apple-arm-switch-roadmap-gelsinger-ceo 27. https://gadallon.substack.com/p/the-rise-and-fall-of-intel-lessons 28. https://en.wikipedia.org/wiki/Mac_transition_to_Apple_silicon 29. https://www.apolloadvisor.com/intel-and-the-innovators-dilemma-a-case-study-in-market-disruption/ 30. https://www.cmcmarkets.com/en-au/opto-partners/arm-stock-can-arm-rival-intel-in-the-ai-pc-market 31. https://thecuberesearch.com/breaking-analysis-intel-strategic-fail/ 32. https://www.tomshardware.com/pc-components/cpus/arm-pc-market-share-shrinks-mercury-research 33. https://semianalysis.com/2024/12/09/intel-on-the-brink-of-death/ 34. https://sourceability.com/post/nvidia-amd-move-to-challenge-intel-with-arm-based-pc-chips 35. https://www.linkedin.com/pulse/intels-downfall-tale-strategic-missteps-mistakes-missed-sanyal-6xsvc 36. https://www.tomshardware.com/pc-components/cpus/arm-pc-market-share-wont-rise-above-13-percent-in-2025-says-abi-research 37. https://www.capacitymedia.com/article/intel-the-chipmaker-too-big-to-fail 38. https://sourceability.com/post/nvidia-amd-move-to-challenge-intel-with-arm-based-pc-chips 39. https://www.apolloadvisor.com/intel-and-the-innovators-dilemma-a-case-study-in-market-disruption/ 40. https://stratechery.com/2024/intels-death-and-potential-revival/ 41. https://www.extremetech.com/computing/227816-how-intel-lost-the-mobile-market-part-2-the-rise-and-neglect-of-atom 42. https://cacm.acm.org/opinion/intels-fall-from-grace 43. https://www.researchgate.net/publication/259740268_Implementing_Sustainable_IT_Strategy_The_Case_of_Intel 44. https://www.xda-developers.com/nvidia-88-gpu-market-share/ 45. https://www.straitstimes.com/business/intel-battles-amd-with-new-data-centre-chips 46. https://asia.nikkei.com/Business/Technology/Intel-profit-plunges-85-as-AI-chip-sales-fall-behind-Nvidia-and-AMD 47. https://www.cnbc.com/2024/06/02/nvidia-dominates-the-ai-chip-market-but-theres-rising-competition-.htmlVarious GenAI tools were used in creating this episode including for researching, drafting etc.
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The Goddess of Victory Stumbles: Nike at Strategic Crossroads
Jan 6, 202500:14:49Tap to summarizeNike's challenges at the dawn of 2025 and what they tell us about the evolving landscape of consumer brands. For decades they weren't just selling shoes and apparel; they were selling a lifestyle, a mindset. But today, we're witnessing something unprecedented: Nike is facing its worst slump in a decade, with its stock experiencing its largest single-day percentage drop in company history. How did the Goddess of Victory, stumble?Sources: This is a non-exhaustive list https://www.wsj.com/business/retail/nike-holiday-discounts-elliott-hill-strategy-f18f7494 https://www.bloomberg.com/news/articles/2024-08-02/nike-goes-on-paris-olympics-advertising-spree https://www.emarketer.com/content/podcast-reimagining-retail-how-nike-trying-turn-things-around-stay-relevant-with-rivals-new-entrants https://www.siegelgale.com/foot-locker-stands-to-lose-more-than-shoes-with-nike-cutbacks/ https://finance.yahoo.com/news/former-nike-ceo-john-donahoe-190316815.html https://whataboutmkt.com/nike-bold-marketing-shift/ https://fashionunited.com/news/people/unwrapping-in-2025-leadership-overhauls-beckon-fresh-beginnings-the-turnaround-strategies-of-new-ceos/2025010363740https://www.theglobaltreasurer.com/2024/07/24/why-nike-is-struggling-while-adidas-is-soaring-in-2024/?amp=1 https://www.emarketer.com/content/nike-on-run--behind-its-d2c-shift-other-recent-challenges https://www.cnbc.com/2024/09/23/how-foot-locker-is-waging-a-comeback-after-its-breakup-with-nike.html https://www.retailgazette.co.uk/blog/2024/12/nike-regain-its-stride/ https://www.warc.com/newsandopinion/opinion/the-nike-conversation-and-why-marketing-expertise-matters/en-gb/6755 https://www.studiograft.co.uk/articles/nike-strategic-shift-impact-sales https://edition.cnn.com/2024/06/27/business/nike-sales-stock/index.html https://www.nbcnewyork.com/news/business/money-report/nike-has-had-a-rocky-year-heres-why-a-comeback-will-take-time/6084882/ https://www.cnn.com/2021/12/08/business/nike-dsw-retail-sneakers/index.html https://www.reuters.com/business/retail-consumer/nikes-new-ceo-may-look-fix-retailer-ties-sales-revival-push-2024-09-20/ https://www.bbc.com/news/articles/c19k3rrjl22o https://www.sneakerfreaker.com/features/why-nike-stock-down-revenue-loss-explainer/ Various GenAI tools were used in creating this episode including for researching, drafting etc.
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Tech News Review 2024
Dec 28, 202400:05:56Tap to summarizeWe are living in a transformational era of convergence when classic sciences are being reshaped by artificial intelligence. This review unlike many others, highlights this convergence along with the typical digital tech news of the year. Sourceshttps://www.nobelprize.org/all-nobel-prizes-2024/ https://www.nobelprize.org/uploads/2024/12/hassabis-lecture.pdf https://www.theverge.com/24303262/apple-vision-pro-vr-mainstream-meta-glasseshttps://macdailynews.com/2024/12/27/apple-explains-why-it-has-no-plans-to-create-a-search-engine/ https://www.digitalinformationworld.com/2024/12/openai-shares-how-it-trained-its-new-o1.html https://www.techopedia.com/top-ai-breakthroughs-and-controversies https://www.techopedia.com/tech-trends-that-changed-2024 https://www.marketplace.org/2024/11/19/chinese-self-driving-taxis-cars-wuhan-beijing-china-robot-cab/ https://global.chinadaily.com.cn/a/202407/12/WS669065cfa31095c51c50dab8.htmlhttps://www.npr.org/2024/12/16/1263339274/ai-tech-nuclear-microsoft-google-meta https://techcrunch.com/2024/09/23/how-big-tech-embraced-nuclear-power/ https://www.instituteforenergyresearch.org/international-issues/china-has-banned-exports-of-some-rare-minerals-to-the-united-states/
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Global personal luxury goods market declines in 2024
Dec 27, 202400:05:29Tap to summarizeIn this episode of Seen and Heard, we're analyzing a decline in the global personal luxury goods market. Diamonds are for ever, they say. Well, about $2 billion of them have been in De Beer’s inventory for most of 2024. Prices of top-end Burgundies and vintage Champagnes fell sharply as demand from Chinese buyers dried up.We dive deep into Global personal luxury goods market report from Bain and Company and what Former LVMH chair of North America Pauline Brown has said about the state of the industry in 2024.De Beers amasses biggest diamond stockpile since 2008 financial crisishttps://www.ft.com/content/ab237eeb-1404-4fc9-af2a-6e0470406505 Fine wine market in the red as Chinese demand dries uphttps://www.ft.com/content/23768d19-66fc-4252-9dd9-14f64ee82bbeLuxury Stumbles in 2024 but Can Still Return to Solid Growthhttps://www.bain.com/insights/luxury-stumbles-in-2024-but-can-still-return-to-solid-growth-snap-chart/#:~:text=The%2023rd%20edition%20of%20the,%E2%82%AC363%20billion%20in%202024.Global luxury spending to land near €1.5 trillion in 2024, remaining relatively flat as consumers prioritize experiences over products amid uncertaintyhttps://www.bain.com/about/media-center/press-releases/2024/global-luxury-spending-to-land-near-1.5-trillion-in-2024-remaining-relatively-flat-as-consumers-prioritize-experiences-over-products-amid-uncertainty/Luxury industry faces crisis: China slowdown and soaring priceshttps://www.youtube.com/watch?v=0BPmybNOWvo&list=PLrgoRX3PL3Oh5oIZQe4O2OdMObOwKOnzk&index=1Why Rolex luxury watch prices fell in 2024https://www.youtube.com/watch?v=0BPmybNOWvo&list=PLrgoRX3PL3Oh5oIZQe4O2OdMObOwKOnzk&index=1&pp=gAQBiAQB
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AI Hype Cycle, After the Peak …? #Gartner, #AIHypeCycle,
Dec 26, 202400:11:43Tap to summarizeAI Hype Cycle, after the Peak …? Gartner’s Hype Cycle for Artificial Intelligence 2024 warns that “Generative AI has passed the Peak of Inflated Expectations, although hype about it continues”. Why majority of digital transformations fail? This video discusses the upcoming AI technologies. Also, after the peak where is GenAI heading to? Don’t miss the Hype vs Reality, and AI success in Pharma and Healthcare sectors. @venkat868 Chapters0:00 Large Pharma CIO cancels CoPilot Subscription 0:30 Investor Concerns0:50 Gemini AI, Dall E 3, and other debacles 1:00 Co-Pilot is tired of making custom Chess board image for me1:40 CIO actions a warning for the entire tech industry1:50 Warning about Gen AI in Gartner’s Hype Cycle for Artificial Intelligence 2024 2:08 5 Phases of Gartner’s Hype Cycle3:30 Challenges Gen AI is facing now4:30 Why is Generative AI sliding into trough of disillusionment from peak hype?5:00 McKinsey identifies 4 hypes of Gen AI in Pharma6:30 Why majority of digital transformations fail? 7:00 Exciting new AI technologies on the horizon9:55 AI success stories from the healthcare sector
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