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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

41:48

Why TikTok Is More Powerful than Netflix. 5 Lessons...

The Tech Strategy Podcast ·

2024/10/05

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 Mind: Why Good People Are Divided by Politics and ReligionHere are the 5 lessons:Lesson 1: High Freq...

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46:37

3 Lessons from the Fall and Maybe Rise of Coinbase (223)

The Tech Strategy Podcast ·

2024/09/26

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. Lesson 2: You live and die with the customer. Bitcoin + Coinbase was a 10x solution to a mass...

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36:09

5 Reasons Travis Kalanick’s CloudKitchens Is Better...

The Tech Strategy Podcast ·

2024/09/17

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 Travis on the All in Podcast about this business.———I write, speak and consult about how to win (and n...

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36:25

Is Profitable Kuaishou an Investment Opportunity? (221)

The Tech Strategy Podcast ·

2024/09/12

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 relates to users and engagement?Economies of Scope. Does it need to move beyond video to other conte...

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33:42

Porter's Five Forces and Why You Shouldn't Be an...

The Tech Strategy Podcast ·

2024/09/06

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 of buyers: Purchase size: Differentiation of products or services: Switching costsPrice...

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42:11

Can Bilibili Get to Sustainable Scale and Profits in...

The Tech Strategy Podcast ·

2024/08/26

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 for Customers and Markets (Tech Strategy)Microsoft’s 3 Big Upgrades to its 2 Platform Busine...

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40:10

The 3 Growth Engines of Lazada (218)

The Tech Strategy Podcast ·

2024/08/14

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

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55:41

Fans, Collectors and Gamblers: The Consumer Behaviors...

The Tech Strategy Podcast ·

2024/08/07

This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors.Fan and enthusiast behaviorCollecting behaviorGambling and rewards behaviorYou 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 management sessions with the latest consumer-facing innovations by China’s digital leaders (here).Here is the link to the T...

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32:34

How Ashley Dudarenok Founded and Grew to 2...

The Tech Strategy Podcast ·

2024/08/04

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 serial entrepreneur, award winning digital expert and book author, recognized by Thinkers50 as a “Gur...

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44:30

5 Things I Love About the HubSpot Business Model...

The Tech Strategy Podcast ·

2024/07/31

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 with freemium pricing.Recurring revenueSwitching Costs: Financial, Procedural, Relational and RiskT...

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40:54

Is GenAI Disrupting Salesforce? (215)

The Tech Strategy Podcast ·

2024/07/24

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 teams at their clients. Salesforce is well positioned for this.GenAI is going to get incorporated in...

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37:32

The 3 Steps of a Digital Attacker Strategy (214)

The Tech Strategy Podcast ·

2024/07/18

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 enables a superior service to emerge. This is used to break into an existing business. This often cau...

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40:58

Mastering Tech Investing: 4 Lessons from...

The Tech Strategy Podcast ·

2024/07/11

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” companies. Here’s what they say.Exceptional businessesMid-to-large vertical market software business...

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33:10

How Beauty Brand Depology Grew to $20M in Ecommerce...

The Tech Strategy Podcast ·

2024/07/03

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 grew rapidly to $10M in revenue in ten months. And within 3 years, Depology had grown to $20M in sales.That'...

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44:39

Why Microsoft's Bundles Are So Powerful. As Slack...

The Tech Strategy Podcast ·

2024/07/02

This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out.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 link to the All In Podcast mentioned. The Microsoft discussion happens at 1 hour and 3 minutes.—–I write, speak and consult about how to win (and not lose) in digital strategy ...

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42:50

Can You Build Barriers to Entry with GenAI and...

The Tech Strategy Podcast ·

2024/06/26

This week’s podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive advantages).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 consultin...

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43:17

My Generative AI Playbook: Step 2 (210)

The Tech Strategy Podcast ·

2024/06/20

This week’s podcast is Step 2 in my playbook for CEOs and investors in Generative 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. —---—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 digita...

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31:13

iQIYI's Playbook for Tech-Empowered Entertainment (209)

The Tech Strategy Podcast ·

2024/06/11

This week’s podcast is about iQIYI's 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.Cheers, Jeff---------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 fa...

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23:22

Lessons from Visits to JD, iQIYI and Huawei (208)

The Tech Strategy Podcast ·

2024/06/05

This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons.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.My lessons are:JD is flooding money into logistics tech. Increasingly globally.Huawei is showing the future for turnkey digital infrastructure.iQIYI likely the future business model for movies and tv.Cheers, JeffSupport the Show.

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42:06

Alibaba’s Generative AI Strategy (207)

The Tech Strategy Podcast ·

2024/05/14

This week’s podcast is about Alibaba and what they are doing in Generative 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.Cheers, Jeff--------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...

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265 results

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