The Tech Strategy Podcast
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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.com&nb...
Episodi recenti
263 episodi
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...
My Take-Aways from the Tencent AI Cloud Summit (262)
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...
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...
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 most...
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.
...
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 th...
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 re...
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 Manageme...
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 po...
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 men...
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,...
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 s...
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 s...
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...
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 slid...
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...
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 t...
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...
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 g...
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...
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 me...
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....
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...
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, w...
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 slide...
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 liste...
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...
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 a...
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 men...
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 graph...
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...
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.
...
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, whi...
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 ha...
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...
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 m...
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...
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 a...
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...
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 her...