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PODCAST

The Tech Strategy Podcast

A podcast by TechMoat Consulting on the strategies and best practices of leading digital companies. Especially in China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Best practices and lessons in important digital concepts.Lots more information available at Jefftowson.com and 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

technology management

All Episodes

44:24

Alibaba's 8 Big AI Apps (275)

The Tech Strategy Podcast ·

2026/02/09

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 keynote speaker on how to increase digital growth and strengthen digital AI moats. I am th...

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51:36

How I Think About Digital Moats (274)

The Tech Strategy Podcast ·

2026/01/31

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 am the founder of TechMoat Consulting, a consulting firm specialized in how to increase dig...

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39:59

7 Take-Aways from My Visit to Alibaba (273)

The Tech Strategy Podcast ·

2026/01/23

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 Instant Commerce War Strategically Important for AlibabaAlibaba’s Liya and Digital KOLs Are Ama...

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45:35

My 4 Step GenAI Strategy (272)

The Tech Strategy Podcast ·

2026/01/11

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 keynote speaker on how to increase digital growth and strengthen digital AI moats. ...

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33:06

7 Tech Predictions for 2026 (271)

The Tech Strategy Podcast ·

2025/12/31

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 Gemini 2) GenAI Data Architecture in Enterprises Will Be the Critical Capability 3) AI Service Business Models vs. Platform Business Models Is the Big Question. 4) AI Agents and...

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35:46

Can Agentic Ecommerce Finally Fix Tourism and OTAs?...

The Tech Strategy Podcast ·

2025/12/18

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 accelerate growth with improving customer experiences (CX) and digital moats. I am a partn...

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37:13

AI Infrastructure Lessons from Our Visit to Huawei (269)

The Tech Strategy Podcast ·

2025/12/03

This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen. 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 about AI Infrastructure. Understanding AI Infrastructure Part 1: AI Data Centers (Tech Strategy)Understanding AI Infrastructure Part 2: AI Compute is Different (Te...

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45:33

What is the Cost of Maintaining the Correctness of a...

The Tech Strategy Podcast ·

2025/11/25

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 cost of compute, including energy and cooling? Initial cost vs. ongoing?The core compute is...

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43:39

Lessons from My Visits to Xiaomi, Unitree and iQIYI...

The Tech Strategy Podcast ·

2025/11/19

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 moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increa...

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43:16

For Agentic Ecommerce Focus on the ABCs (Advisors,...

The Tech Strategy Podcast ·

2025/11/10

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 era for consumers and merchantsHere is the BCG article I mentioned: When Brands Meet AI Bots...

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49:50

Understanding AI Infrastructure Part 1: Apps + AI,...

The Tech Strategy Podcast ·

2025/10/27

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 / Agentic Operating Basics (Tech Strategy)Here is the Huawei whitepapers related to AI Data Cen...

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33:55

Master These 4 Topics to Win in Digital (264)

The Tech Strategy Podcast ·

2025/10/19

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: Measuring and Managing the Value of Companies (Wiley Finance) 8th EditionProfit from the Core...

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42:10

How to Build an Agentic AI Operating Model (263)

The Tech Strategy Podcast ·

2025/10/13

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: Contours of the next paradigm for the AI eraThe change agent: Goals, decisions, and implications fo...

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34:39

My Take-Aways from the Tencent AI Cloud Summit (262)

The Tech Strategy Podcast ·

2025/09/28

This week’s podcast is a summary of my visit to the Tencent Cloud Data Ecosystem Summit in Shenzhen. 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 moats. I am a partner at TechMoat Consulting, a consulting ...

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33:31

My Playbook for Data-Empowered Operations (261)

The Tech Strategy Podcast ·

2025/09/17

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 into selling services.Analytics use cases are valuable. Think analytics vs insights vs...

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52:30

Why Data Network Effects and Data Scale Aren’t Moats....

The Tech Strategy Podcast ·

2025/09/07

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 by Chris Dixon. How bundling benefits sellers and buyersA lot of thinking on data as a moat c...

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47:08

My Playbook for Digital Growth (259)

The Tech Strategy Podcast ·

2025/08/31

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 Bain’s strategy practice. I am citing these books: Profit from the CoreBeyond the CoreHere is my fav...

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42:28

Habit Formation and 3 Other Psych Hacks You Can Copy...

The Tech Strategy Podcast ·

2025/08/24

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 Utility Over a Long TimeGmail is Internally Triggering. That’s the Gold Standard.Gmail Has T...

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45:54

4 GenAI Take-Aways from Sangeet Choudary’s Book...

The Tech Strategy Podcast ·

2025/08/17

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 Tours. My take-aways are: GenAI’s Biggest Impact Will Be as a New Technology for Coordination.GenAI Coordination H...

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42:21

Cainiao's Big Growth Despite an Uncertain Strategy....

The Tech Strategy Podcast ·

2025/08/07

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 study from CEO Wan Lin. Wan Lin: My Practice On Strategy ——– I am a consultant and keynote speaker on h...

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275 results

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