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PODCAST

The Tech Strategy Podcast

A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Lessons on important digital concepts.Lots more information available at Jefftowson.comand techmoatconsulting.comTo marketers, I do not have podcast guests.This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be

technology management

All Episodes

49:23

Lessons from My Visit to Alibaba Cloud (244)

The Tech Strategy Podcast ·

2025/04/19

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 shopping)Community platforms. Interest based social commerce.2-Discovery-driven customer exp...

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29:08

Lessons from My Visit to Baidu Headquarters (243)

The Tech Strategy Podcast ·

2025/04/11

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, a boutique consulting firm that helps retailers, brands, and technology companies exploit d...

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53:01

Lessons from My Visits to Xiaomi and Unitree Robotics...

The Tech Strategy Podcast ·

2025/03/30

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 Xiaomi Consumption ecosystem. Car, person, homeHigh performance managementRapid manufacturing build out as a capability. Cheap. But also fast and flexible. Upgrades. Increasing combined with software and ...

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36:14

An Introduction to WeRide (241)

The Tech Strategy Podcast ·

2025/03/18

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----------- I write, speak and consult about how to win (and not lose) in digital strategy and tran...

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58:00

Horizon Robotics and the Rise of Chinese AVs / Real...

The Tech Strategy Podcast ·

2025/03/10

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 TechMoat Consulting. Here is the link to our Tech Tours. ------ I write, speak and consult about ho...

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41:56

The Huawei Trifold Smartphone is Awesome. Why Is...

The Tech Strategy Podcast ·

2025/02/22

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 strategy and transformation. I am the founder of TechMoat Consulting, a boutique consulting firm that he...

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45:17

Start Launching AI Agent Pilots ASAP (238)

The Tech Strategy Podcast ·

2025/02/06

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 founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, a...

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47:26

The China Tech Tsunami: How DeepSeek, BYD, TikTok and...

The Tech Strategy Podcast ·

2025/01/26

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 consumersManufacturing scaleBrainpower behemothMoneyHere is DeepSeek. You can try it for free here:chat.deepseek.com...

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35:50

The 4 Engines of Alibaba's AI Plus Ecommerce Empire...

The Tech Strategy Podcast ·

2025/01/18

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 – Starting with Cross-Border Express DeliveryBig Investments in Alibaba Cloud. With Price Cuts to Pus...

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31:52

5 Things Everyone Gets Wrong About Economies of Scale...

The Tech Strategy Podcast ·

2025/01/12

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-Circumscribed and / or High Growth Market3 – Not Understanding Minimum Efficient Scale, Ind...

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33:37

3 Lessons from My Visit to Trip.com (234)

The Tech Strategy Podcast ·

2024/12/26

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 TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies e...

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42:16

Why Threads Might Beat X-Twitter After All (233)

The Tech Strategy Podcast ·

2024/12/23

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 TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies...

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31:23

3 Take-Aways from My Interview with Alibaba Cloud (232)

The Tech Strategy Podcast ·

2024/12/14

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 Model Layers. It Is Differentiating its GenAI with an Open-Source Ecosystem (i.e., ModelScope) and Mo...

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35:43

Extreme Personalization: How GenAI Can Supercharge...

The Tech Strategy Podcast ·

2024/12/08

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 Obsession: The Extreme Personalization Playbook (1 of 3) (Tech Strategy)Extreme Personalization Pla...

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33:24

3 Ecommerce Lessons from My Visits to China’s Digital...

The Tech Strategy Podcast ·

2024/12/02

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 2: Cross-Border ecommerce is a big opportunity that is growing. Chinese companies are leading.Lesson 3...

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38:27

How Cainiao Will Win in Smart Logistics Everywhere (229)

The Tech Strategy Podcast ·

2024/11/22

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 transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brand...

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38:10

Why Beauty Ecommerce and Beauty Tech Are So...

The Tech Strategy Podcast ·

2024/11/15

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 changing competitionInnovation and Digital DisruptionLots of dimensions for digital to impact. ...

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37:29

Why Every Business Must Run a Personalization...

The Tech Strategy Podcast ·

2024/11/08

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 Tour.Here are the 4 steps to start personalizing.Step 1 is DOB3 (Digital Core) and DOB 6 (people, cu...

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38:31

Tribe and Belief Network Effects Have Gone Digital...

The Tech Strategy Podcast ·

2024/10/22

This week’s podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects.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.Point 1: Digital is super-charging consumer products, experiences and behaviors. Especially when it is about psychology and emotion. And not just utility.Point 2: The m...

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36:38

My 6 Questions for Network Effects. And Its 4 Big...

The Tech Strategy Podcast ·

2024/10/17

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 shape of the curve?What is the scale differential with rivals?Here the 4 network effect effects:Netw...

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265 results

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