The Tech Strategy Podcast
A podcast by TechMoat Consulting that explores the strategies and business models of leading digital companies, with a focus on China and Asia. It offers deep dives into best practices and important digital concepts. The host, Jeffrey Towson, provides analysis and insights for understanding tech company strategies. The podcast is not investment advice and encourages listeners to do their own research.
Episodes
5 Take-Aways from the Unitree Filing (293)
This week’s podcast is about Unitree, which is about to go public.Plus, there is a quick intro to Tencent's Robot Brain (Tairos).You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to TechMoat Consulting.Here is the link to our Tech Tours.Here are my 5 take-aways:A good growth story in robodogs and hum
Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292)
This week’s podcast is about Shein, which is about to go public. It has had a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to TechMoat Consulting.Here is the link to our Tech Tours.Here a
DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291)
This week’s podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are:AgiBot (discussed in last podcast)GalbotBooster RoboticsDEEP RoboticsYou can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to th
Why I Like AgiBot Robotics (290)
This week’s podcast is about AgiBot, a fast rising full stack robot business in Shanghai.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Why I like AgiBot:Has rapidly expanded into a full suite of robotsGoing after all the humanoid industries
My 4 Take-Aways from WAIC 2026 (289)
This week’s podcast is about my visit to WAIC 2026 in Shanghai.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Take-Aways:Robots and AI are converging rapidly There is a convergence of world models / building, video generation and 3D model ge
Meituan's LongCat Has Just Made China AI Independent (288)
This week’s podcast is about the development and launch of Meituan's LongCat 2.0 LLM. This 1.6T parameter, frontier model was trained entirely on domestic hardware. That's a big milestone.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech To
5 Steps to Get Started in Agentic Commerce (287)
This week’s podcast is about the emergence of agentic commerce. This is a big change to traditional omnichannel.Plus, there is a bit more of a rant about the recent Anthropic and OpenAI ban. My prediction is the future of AI outside of the USA is now:Open source, downloadable and non-embargoable models plusLow cost, tech agnostic AI architectureWhich probably means China. And probably Nvidia.You c
Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286)
This week’s podcast is about my recent visit to the CATL headquarters in Ningde, Fujian.Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now:Open source, downloadable and non-embargoable models plusLow cost, tech agnostic AI architectureWhich probably means China.You can listen to this podcast here, which has the slides and grap
What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285)
This week’s podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and tech strategy.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 3 mentioned steps in Elon's approach (in my opini
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)
This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.—–I write, speak and consult about how to win (and
The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239)
This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.-------I write, speak and consult about how to win (and not lose) in digital strateg
How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283)
This week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product event.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.4 dimensions for consumer electronics.Ecosystem building.Software and AI.Emotiona
My 5 Takeaways from Mobile World Congress 2026 (278)
This week’s podcast is about Mobile World Congress 2026. And my main takeaways. Thanks to Huawei for covering my travel and hotel to attend this event. My opinions and experiences shared here are my own.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Te
3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
This week’s podcast is about Huawei's new GT Runner 2 smartwatch. And their other new consumer products. These have some good strategy lessons for smart devices.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are my 3 lessons.Lesson
My Explanation of Tencent's Big, Revamped Push in AI and Agents (284)
This week’s podcast is about Tencent's revamped approach to AI and agents.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the McKinsey & Co article on arenas.Here is what Tencent has been doing in AI and agentic products. Ten
What Matters in China Tech Right Now (282)
This week’s podcast is about 5 big, recent events in China tech.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.The five topics are:New operating model: “Humans agents robots”China semiconductor bizFoundation modelsIt’s all about agentsRobots
2 Problems with Scaling Agentic AI (281)
This week’s podcast is about quality datasets and the context layer. Both are needed to scale agentic AI operating systems.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are my past articles on data operations:Data Network Effects and D
The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)
This week’s podcast is about MEDVi, the world's first +1B revenue company with only one employee. It was founded in 2024 by Michael Gallagher.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 5 lessons:GenAI and agents are cre
Moats and Marathons: Chapter 1 - Introduction (279)
This week’s podcast is a summary of Chapter 1 (Introduction) of my updated Moats and Marathons books.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.--------I am a consultant and keynote speaker on how to increase digital growth and strengthe
The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
This week’s podcast is about the big release of Seedance 2.0 by Bytedance.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are some videos I made (here).Here are the winners:Viewers. It's amazing. GPUs and data centers. Plus energy p
Alibaba's 8 Big AI Apps (275)
This week’s podcast is my watch list for what Alibaba is doing in AI Apps.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.I am watching:QwenDingTalkAmapQuarkPlus,Accio and AidgeTmall and TaobaoFliggyYouku and Wan--------I am a consultant and
How I Think About Digital Moats (274)
This week’s podcast is a summary of my approach to moats in digital businesses.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.---------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I
7 Take-Aways from My Visit to Alibaba (273)
This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.The take-aways are:“AI Plus Ecommerce” Is the Big Focus DomesticallyThe China Instant Commerce War Was EntertainingThe Ins
My 4 Step GenAI Strategy (272)
This week’s podcast is a summary of my GenAI playbook. It is the summary of 12 articles.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.The mentioned graphics are here.That’s it for the GenAI playbook.Cheers, Jeff -------I am a consultant and
7 Tech Predictions for 2026 (271)
This week’s podcast has my predictions for 2026.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My predictions are:1) It Will be Another Big Year For Google Gemini2) GenAI Data Architecture in Enterprises Will Be the Critical Capability3) AI
Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270)
This week’s podcast is about the likely impact of agents on ecommerce. And specifically on tourism.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the mentioned McKinsey report.----------I am a consultant and keynote speaker on how to
What is the Cost of Maintaining the Correctness of a GenAI Service? (268)
This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My approach to assessing GenAI operating costs is the below checklist.What is the
Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)
This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.---------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)
This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the McKinsey article I mentioned:The agentic commerce opportunity: How AI agents are ushering in a new
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)
This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the article on bundling
Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)
This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 4 psych hacks:Gmail is Habit Forming via a High Frequency
4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)
This week’s podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the knowledge economy".You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech
Master These 4 Topics to Win in Digital (264)
This week’s podcast is a summary of my approach to digital strategy.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.The two key strategy questions are:Where to play?How to win?The four topics discussed are:Digital Growth StrategyValuation: Me
How to Build an Agentic AI Operating Model (263)
This week’s podcast is a plan for building an Agentic AI operating model.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the mentioned articles. A lot of this thinking is from these McKinsey articles.The agentic organization: Contour
Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)
This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the article on the Agentic AI Operating Basics, which I wrote up last week.The GenAI / A
My Playbook for Data-Empowered Operations (261)
This week’s podcast is a quick summary of how to use data in operations. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is my data playbook.Sell data as a product. Or part of the product itself. But you are selling data. This can expand
My Playbook for Digital Growth (259)
This week’s podcast is about digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Much of this thinking is by Chris Zook and Ba
Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256)
This week’s podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the case
Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)
This week’s podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Interaction / engagement-focused product has three dimensions:Recommendation
3 Lessons from My Visit to Tencent AI Cloud (254)
This week’s podcast is about my visit to Tencent AI Cloud in Beijing.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My are my 3 take-aways:Take-Away 1: Tencent Cloud is Doing “Fast-Follower with Advantages” in AI.WeChat and Tencent Cloud Are
How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253)
This week’s podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My summary of the Alibaba Management Playbook:Diagnose the problem:What is the chief com
How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252)
This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the Amap case study.My summary of the Alibaba Management Playbook:Diagnose the problem: St
5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251)
This week’s podcast is about scale advantages. Which are different than economies of scale.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.5 Things People Get Wrong about Scale Advantages, Economies of Scale and MoatsThere are lots of absolut
Strategies for Fragmented (and Other Highly Competitive) Industries (250)
This week’s podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours. -------------
3 Take-Aways from My Visit to Tencent (249)
This week’s podcast is about my visits to Tencent. Which is becoming much more about AI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My 3 take-aways:WeChat Has Way More Functions That I Knew. They Have 26 Years of Experience Messengers.Ten
From Learning and Adaptation to Intelligence (248)
This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with AI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.6 Levels of Rate of Learning and Adaptation.Tactics: Such as marketing, i
The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246)
This week’s podcast is about audience builder platforms.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the main points:Misconception 1: Audience Builder Platforms Are Just Content Hubs with LibrariesMisconception 2: Audience Builder
Lessons from My Visit to Alibaba Cloud (244)
This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the main points:1-Social and community platform commerce. Livestreaming (entertaining plus impulse shoppi
Lessons from My Visit to Baidu Headquarters (243)
This week’s podcast is about my visit to Baidu.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting,
Lessons from My Visits to Xiaomi and Unitree Robotics (242)
This week’s podcast is about my visits to Xiaomi and Horizon Robotics.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Lessons from XiaomiConsumption ecosystem. Car, person, homeHigh performance managementRapid manufacturing build out as a cap
An Introduction to WeRide (241)
This week’s podcast is about WeRide. And about real-world AI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Major Factors:Tech capabilities and progressCommercialization and adoption of productsEconomies of scopeManagement performance-------
Horizon Robotics and the Rise of Chinese AVs / Real World AI (240)
This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when coming out of China.I am also trying to figure out how ecosystems of developers can become strengths for business. Especially when amplified by open-source.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechM
Start Launching AI Agent Pilots ASAP (238)
This week’s podcast is about what businesses should know about AI Agents.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.---------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the found
The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237)
This week’s podcast is about the recent wave of Chinese tech companies that is shocking Western businesses and politicians.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.The mega-trends that matter here are:Rising Chinese consumersManufactur
The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236)
This week’s podcast is about Alibaba.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 4 engines:Re-Igniting Growth in Their Now Re-Organized Ecommerce BusinessAccelerating the Build Out of their Global Smart Logistics Network – St
5 Things Everyone Gets Wrong About Economies of Scale (235)
This week’s podcast is about economies of scale.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 5 things everyone gets wrong:1 - Not breaking economies of scale into its multiple types2 – Overlooking the Negative Impact of a Non
3 Lessons from My Visit to Trip.com (234)
This week’s podcast is about my visit to Trip.com in Shanghai.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.-------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoa
Why Threads Might Beat X-Twitter After All (233)
This week’s podcast is about Threads (Meta Facebook) vs. X (Twitter).You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.——I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechM
3 Take-Aways from My Interview with Alibaba Cloud (232)
This week’s podcast is about my interview with Dongliang Guo, Head of International at Alibaba Cloud.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are my 3 take-aways:Take-Away 1: Alibaba Cloud is Focused on the Infrastructure and Mode
Extreme Personalization: How GenAI Can Supercharge Customer Improvements (231)
This week’s podcast is my playbook for Extreme Personalization. And how generative AI can supercharge never-ending customer improvements.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is more on 4 stages.Unlock the Secret to Customer Ob
3 Ecommerce Lessons from My Visits to China’s Digital Leaders (230)
This week’s podcast is what I learned about ecommerce from my visits to China's leading players.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tours.Lesson 1: GenAI Is accelerating and intensifying the fight for attention and ecommerceLesson
How Cainiao Will Win in Smart Logistics Everywhere (229)
This week’s podcast is about how Cainiao is expanding internationally with smart logistics.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.--------I write, speak and consult about how to win (and not lose) in digital strategy and transformatio
Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)
This week’s podcast is about why I like beauty ecommerce. And beauty tech.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tours.There are five points.An attractive space. With lots of interesting consumer behavior.PremiumizationFragmentation and ch
Why Every Business Must Run a Personalization Marathon (227)
This week’s podcast is about personalization and never-ending customer improvements. This is a key operating activity. And sometimes it is a digital marathon that can create an operating advantage.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tou
Everything is Politics Now: The Dark Side of Digital Networks (226)
This week’s podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects. Digital tools are making tribal and belief network effects more sophisticated, surgical and powerful. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.He
My 6 Questions for Network Effects. And Its 4 Big Effects. (225)
This week’s podcast is about network effects. And my 6 questions to look for.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here are the 4 network effects questions:What is the asymptotic scale?What is the minimum viable scale?What is the sha
Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)
This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here is the interview with Jonathan Haidt. And his book the Righteous Min
3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)
This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here are the three lessons:Lesson 1: Don’t get seduced by stories and cool business models. L
5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)
This week’s podcast is about CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here is the interview with Travi
Is Profitable Kuaishou an Investment Opportunity? (221)
This week’s podcast is about Kuaishou. And the key questions that determine its future.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here are my three longer-term questions for Kuaishou.What is the future relationship with Tencent? As it rel
Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)
This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here are some factors to consider when assessing the bargaining power of buyers.Concentration
Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)
This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour. ----------Related articles:When Microsoft’s Bundles Are Good vs. Bad
The 3 Growth Engines of Lazada (218)
This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)
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How Ashley Dudarenok Grew 2 China-Focused Digital Businesses (Growth Tactics Podcast)
Today’s podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn’t.This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy.Ashley (www.ashleydudarenok.com) is a naturalized Chinese seri
5 Things I Love About the HubSpot Business Model (Sort of) (216)
This week’s podcast is about HubSpot and the really cool aspects of its business model.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here are the 5 things I like about the business model:Software bundles. Especially integrated. Especially wi
Is GenAI Disrupting Salesforce? (215)
This week’s podcast is about Salesforce and how generative AI is going to impact its business. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here are my 3 working conclusions.GenAI is going into their existing services, which are used by tea
The 3 Steps of a Digital Attacker Strategy (214)
This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent).You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.Here are the 3 steps of the digital attacker strategy.Step 1: A new digital tool enab
4 Tech Investing Lessons from Constellation Software (213)
This week’s podcast is about Constellation Software. And their approach to software investing.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.On the Constellation webpage, they actually list their criteria for both “exceptional” and “good” com
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't.Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology.After years of struggle as a small ecommerce site, Alex pivoted to beauty and skin care products in 2019. And then g
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