The Tech Strategy Podcast
217 episodes - English - Latest episode: 4 months ago - ★★★★★ - 14 ratingsA 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 and techmoatconsulting.com
To 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 relevant. Investing is risky. Do your own research.
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Episodes
CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
December 28, 2023 09:00 - 38 minutes - 26.7 MBThis week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1. 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. Key points: Point 1: Operating performance and structural advantage are separate parts of strategy and management. Point 2: But they a...
The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
December 27, 2023 10:00 - 40 minutes - 27.7 MBThis week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader. 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 are the four pillars: Pillar 1: Baidu AI Cloud Is an Innovation Platform Pushing to Reach Critical Mass Pillar 2: Baidu AI Cloud Is Also Moving to Become a Technol...
Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199)
December 26, 2023 11:00 - 41 minutes - 28.4 MBThis week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation. 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 consulti...
A Breakdown of Reddit's Really Simple Business Model (198)
December 24, 2023 06:00 - 50 minutes - 34.5 MBThis week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions". 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, bran...
Baidu's AI Cloud Strategy Is Great. It's a Flywheel in Industry-Specific Intelligence. (197)
December 23, 2023 10:00 - 35 minutes - 24.7 MBThis week’s podcast is a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China's AI leader. 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 h...
3 Lessons from Alibaba Cloud’s AI and Big Data Summit (196)
December 22, 2023 05:00 - 34 minutes - 23.7 MBThis week’s podcast is a deep dive into Alibaba Cloud, a leading provider of cloud and intelligence services. They recently had an AI and Big Data Summit in Singapore. 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 bou...
Will Automatic Data Processing (ADP) Win Big in Human Capital and Non-Human Workforces? (195)
December 21, 2023 05:00 - 49 minutes - 34.3 MBThis week’s podcast is a deep dive into Automatic Data Processing (ADP), a leading provider of software and services for human resources. ADP is a company that is surprisingly well positioned to use AI to better manage human capital and build non-human workforces. 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...
Why TikTok Shop is a Big Problem for Etsy (194)
December 20, 2023 09:00 - 43 minutes - 29.6 MBThis week’s podcast is a deep dive into Etsy. And how it is leaning into the creativity and human connection aspects of marketplaces. 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 are my 5 questions (thus far) for assessing the viability of a specialty ecommerce company. Is the company sufficiently differentiated in the user experience? Can the company comp...
Facebook Meta is Mostly 4 Networks and 2 Platforms (193)
December 19, 2023 09:00 - 38 minutes - 26.2 MBThis week’s podcast is a deep dive into Facebook Meta. And how I break down the business model and the key factors. 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. The 5-6 factors mentioned are: People networks Audience-builder platforms Limited ecosystems Profit vs engagement products Hierarchies of control Substitutes Photo by Brett Jordan on Unsplash ———...
BYD Is Running China's "Manufacturing to the World” Playbook (192)
December 18, 2023 11:00 - 37 minutes - 25.9 MBThis week’s podcast is a deep dive into BYD. And about how Chinese manufacturers go international. 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 article on the AI influencer. ———– 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...
3 Factors Will Determine the Future of Verisign Inc. (191)
December 17, 2023 09:00 - 39 minutes - 27.4 MBThis week’s podcast is a deep dive into Verisign, Inc (Nasdaq: VRSN). It focuses on the biggest factors for the future of the company. 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. ——– Related articles: A Digital Strategy Breakdown of Salesforce. Spoiler: It’s Awesome (1 of 3) (Tech Strategy – Daily Article) A Strategy Breakdown of Arm Holdings (1 of 3) (Tech S...
Digital Strategy Lesson: CRAs Are the Path From Operating Activities to Competitive Advantage (1 of 2) (190)
December 15, 2023 20:00 - 26 minutes - 18.6 MBThis week’s podcast is Part 1 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural 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 our China Tech Tour. Key points: Point 1: Operating performance and structural advantage are separate parts of strategy and manag...
The 4 Digital Concepts Powering Salesforce, Inc. (Tech Strategy - Podcast 189)
December 09, 2023 02:00 - 41 minutes - 28.5 MBThis week’s podcast is a deep dive into Salesforce, Inc. It focuses on the biggest competitive strengths of the company. 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 are the comments by Eddie Wu at Alibaba: Aliviews: Eddie Wu on Alibaba’s Q2 Earnings ——– Related articles: A Digital Strategy Breakdown of Salesforce. Spoiler: It’s Awesome (1 of 3) (Tech St...
The Arm Holdings' China Question (188)
November 30, 2023 08:00 - 33 minutes - 23 MBThis week’s podcast is part two of a deep dive into Arm Holdings. About how China and AI are external factors impacting its future trajectory. 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 China Tech Tour. ——– Photo by Vishnu Mohanan on Unsplash ------ I write, speak and consult about how to win (and not lose) in digital strategy and t...
The 4 Digital Concepts Powering Arm Holdings (187)
November 23, 2023 05:00 - 39 minutes - 27.4 MBThis week’s podcast is part of a company deep dive into Arm Holdings. 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 China Tech Tour. Here is my summary of the 4 big digital concepts behind Arm Holdings: Standardization and Interconnection Network Effects Indirect Network Effects by linkage with Operating System Innovation Platform Econo...
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 2 of 2) (186)
November 18, 2023 07:00 - 29 minutes - 20 MBThis week’s podcast is Part 2 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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 China Tech Tour. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking): Rapi...
Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 1 of 2) (185)
November 17, 2023 11:00 - 30 minutes - 20.7 MBThis week’s podcast is Part 1 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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 China Tech Tour. Here is my summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking): Rapi...
Digital Strategy Lesson: An Introduction to Rate of Learning (184)
November 02, 2023 15:00 - 25 minutes - 17.6 MBThis week’s podcast is an introductory explanation to Rate of Learning (and Adaptation). This is an increasingly important concept in 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 the China Tech Tour. Big tech events from this week: Expanded export ban for GPUs to China (here) Eureka AI training robots in advanced tasks (he...
3 Things I'm Watching for on Singles' Day (183)
October 23, 2023 13:00 - 29 minutes - 20.3 MBThis week’s podcast is about Singles Day, which is coming up fast. Lots of stuff gets reported. But I am looking for 3 main things. 1: What is the fastest growing and most innovative frontier of ecommerce? 2: What are the big new bundles for consumers and the new products / services for merchants? 3: How did the company do in the stress test? 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 t...
3 Things I'm Watching for on Singles Day (183)
October 23, 2023 13:00 - 29 minutes - 20.3 MBThis week’s podcast is about Singles Day, which is coming up fast. Lots of stuff gets reported. But I am looking for 3 main things. 1: What is the fastest growing and most innovative frontier of ecommerce? 2: What are the big new bundles for consumers and the new products / services for merchants? 3: How did the company do in the stress test? 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 t...
5 Ways 5G and 5.5G Are Game Changers for Business (182)
October 15, 2023 02:00 - 39 minutes - 26.9 MBThis week’s podcast is about 5G and 5.5G (also called 5G-Advanced). This is a short-list of scenarios where they are going to have a big impact. 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 China Tech Tour. Here are the 5 scenarios: Glasses Free 3D Self-Guided Vehicles Next Gen Manufacturing Cellular IoT Intelligent Computing Everyw...
Is Life Just AI Agents Plus Gaming Engines? (181)
October 09, 2023 14:00 - 34 minutes - 24 MBThis week’s podcast is about digital and AI agents. This will lead to the emergence of non-human platforms and business models. 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 China Tech Tour. Here is the podcast mentioned. —–-- Related articles: AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162) The Winners a...
Huawei's New AI Tech Stack and "All Intelligence" Strategy (180)
September 29, 2023 10:00 - 38 minutes - 26.5 MBThis week’s podcast is about Huawei's new AI tech stack, which is impressive in its ability to provide end-to-end solutions. Also their new "All Intelligence" Strategy. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ——— Related articles: What TikTok Can Learn From Huawei About the Role o...
3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179)
September 22, 2023 03:00 - 42 minutes - 29.6 MBThis week’s podcast is about my interviews with Lazada CEO James Dong and CTO Howard Wang. Here are my 3 three take-aways. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ———— Related articles: JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update) JD’s Is...
My Predictions for Apple vs. Huawei in China (178)
September 14, 2023 10:00 - 47 minutes - 32.4 MBThis week’s podcast is about the high profile events at both Apple and Huawei in China this month. Here’s my breakdown on what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. --------- Related articles: What TikTok Can Learn From Huawei About the Role of the State (Jeff’s Asia T...
JD's Big Play for Low Cost China (177)
September 07, 2023 10:00 - 39 minutes - 27.1 MBThis week’s podcast is about some big moves at JD.com - especially their big strategic move to go after the low-cost market of China. Here's my breakdown on what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting —- Related articles: JD’s Emerging Competitive Advantages? (Jeff’s Asi...
Understanding Hyper-Politicized China (176)
August 28, 2023 08:00 - 43 minutes - 29.8 MBThis week’s podcast is about the current hyper-politicization of all things China. It's my take for assessing what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ----—- Related articles: Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesso...
3 Rules for Winning Big in Digital (175)
August 23, 2023 09:00 - 34 minutes - 24.1 MBThis week’s podcast is about digital transformation, which is a long-term and complicated effort by established companies. This podcast is about what really matters. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. Here are the three rules: Rule 1: The Need for Speed Rule 2: Intangibles - ...
3 Strategy Lessons from My Visit to Ant (174)
August 13, 2023 06:00 - 35 minutes - 24.3 MBThis week’s podcast is about my visit to Ant Group. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at 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 re...
The Sexy But Dangerous Economics of Digital (173)
August 04, 2023 09:00 - 32 minutes - 22.3 MBThis week’s podcast is about digital / information economics. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. —-- Related articles: Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82) Alibaba Takes Over Sun Art Retail. Is It Goin...
What's Next for iQIYI and Video Entertainment? (172)
July 23, 2023 16:00 - 36 minutes - 25.3 MBThis week's podcast is about my visit to iQIYI. And what I think is coming next for video entertainment under major digital disruption. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. -------- Related articles: Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Gi...
Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (171)
July 12, 2023 19:00 - 43 minutes - 30.1 MBThis week’s podcast is about the recent launch of Threads, Meta's clone of Twitter. My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digi...
Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (Tech Strategy - Podcast 171)
July 12, 2023 19:00 - 43 minutes - 30.1 MBThis week’s podcast is about the recent launch of Threads, Meta's clone of Twitter. My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digi...
Threads Will Beat Twitter (Assuming Product Market Fit) (Tech Strategy - Podcast 171)
July 12, 2023 19:00 - 43 minutes - 30.1 MBThis week’s podcast is about the recent launch of Threads, Meta's clone of Twitter. My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digi...
Huawei Launches 5.5G. Plus, Lessons from the Shanghai Mobile World Conference. (170)
July 03, 2023 10:00 - 30 minutes - 20.9 MBThis week’s podcast is about my visit to the Shanghai Mobile World Conference. And the Huawei 5.5G R&D Center. These are my takeaways for what is going to happen next in digital infrastructure. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ——— Related articles: Can ByteDance Breach Ali...
3 Strategy Lessons from My Visit to ByteDance / TikTok (169)
June 24, 2023 10:00 - 42 minutes - 29.4 MBThis week’s podcast is about my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about. But here are the three things I think I was not appreciating or understanding. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you're interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. ——— Related articles: ...
3 Strategy Lessons from My Visit to ByteDance (169)
June 24, 2023 10:00 - 42 minutes - 29.4 MBThis week’s podcast is about my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about. Two clarifications: This was a visit to a ByteDance office. Which is a different group than TikTok. The ecommerce GMV numbers cited are from external reports - and not ByteDance or TikTok. And these numbers are likely probably guesses and only somewhat accurate. You can listen to this podcast here, which has the slides and graphics mentioned. Also a...
3 Digital Strategy Lessons from Epic Games and NetEase (168)
June 17, 2023 02:00 - 44 minutes - 30.3 MBThis week’s podcast is about NetEase and how gaming ecosystems (like Epic Games) have lots of important digital strategy lessons. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you are interesting in discussing your digital strategy, please contact us at TechMoat Consulting. ——– Related podcasts and articles are: JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update) From...
How WeChat Became the Everything App (167)
June 10, 2023 10:00 - 44 minutes - 30.9 MBThis week’s podcast is about WeChat, which really has reached a level of daily usage that makes it the "everything app". Here is my breakdown on how it got there strategically. 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, with 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 T...
4 Insights from the Head of JD Smart Logistics Park (166)
May 27, 2023 15:00 - 44 minutes - 30.4 MBThis week’s podcast is about JD Logistics, which is building a smart logistics network at China scale. I spoke to one of its heads and this is what I learned. 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 the China Tech Tour. -------- Related podcasts and articles are: JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson ...
3 Steps to Supercharge Your Business and Career with Generative AI (165)
May 22, 2023 08:00 - 42 minutes - 29 MBThis week’s podcast is about how generative AI can start improving your business and career. 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 are three things you can (should) do right now: Step 1: Develop Staff and Skills in Gen AI (DOB 5, DOB6) Step 2: Use to Improve Internal Productivity Step 3: Use to Improve Products, Services, and the Customer Experien...
Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164)
May 09, 2023 15:00 - 46 minutes - 31.9 MBThis week’s podcast is about the generative AI foundation models of OpenAI and Google. Will they have competitive defenses? Especially against 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 are the two articles mentioned: Google “We Have No Moat, And Neither Does OpenAI”. Who Owns the Generative AI Platform? My (working) conclusions are: Techn...
AutoGPT: The Rise of Digital Agents and Non-Human Platforms & Business Models (163)
May 04, 2023 12:00 - 43 minutes - 29.8 MBThis week’s podcast is about AutoGPT / AgentGPT and how it is leading to the rise of digital agents. This will lead to the emergence of non-human platforms and business models. 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 China Tech Tour. ----—– Related articles: AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 1...
AutoGPT and Other Tech I Am Super Excited About (162)
April 26, 2023 07:00 - 28 minutes - 19.9 MBThis week’s podcast is about AutoGPT / AgentGPT and two other cool new technologies. 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 China Tech Tour. Here are the three technologies mentioned: 5.5G and immersive and experiential video everywhere. AutoGPT and AgentGPT. Human organizational structure adopting software architecture. —–--- ...
Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn't (161).
April 18, 2023 06:00 - 40 minutes - 27.8 MBThis week’s podcast is TikTok's international success. 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 China Tech Tour. Here are my three factors for succeeding internationally: 1. Has a 10x product and user experience. Plus early mover. Plus big spending (marketing, acquisitions, hiring, etc.) 2. The service is standardizable cross-borde...
3 Lessons from Huawei's 2022 Financial Report (160)
April 06, 2023 14:00 - 38 minutes - 26.3 MBThis week’s podcast is Huawei's recent 2022 financial results and big 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 the China Tech Tour. —– Related articles: My Interview with Huawei’s Guo Ping on Managing People vs. Managing Rules and Systems (Tech Strategy – Daily Strategy) 3 Types of Network Effects (Asia Tech Strategy – Daily Les...
Why American Citizens Must Protect TikTok (For Now) (159)
March 29, 2023 05:00 - 43 minutes - 29.9 MBThis week’s podcast is about why Americans must protect TikTok. TikTok is not the big and proven threat to freedom and privacy. The US Censorship Regime is. For now, TikTok is necessary to break the censorship monopoly and restore free speech to Silicon Valley. 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 China Tech Tour. Here is the st...
NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158)
March 21, 2023 10:00 - 49 minutes - 34.3 MBThis week’s podcast is about network effects, as described by James Courrier and NFX. 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 China Tech Tour. Here is the NFx Network Effects manual. Here are NFX's 16 network effects, in order of strength: Physical (e.g. landline telephones) Protocol (e.g. Ethernet) Personal Utility (e.g. iMessag...
Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)
March 14, 2023 04:00 - 43 minutes - 30.2 MBThis week’s podcast is about machine learning and prediction as a capability. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is podcast on the intangible asset framework. Here is the link to the TechMoat Consulting. Here is the link to the China Tech Tour. —— Related articles: An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update) Why DCF Sucks f...
Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)
March 10, 2023 13:00 - 48 minutes - 33.4 MBThis week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits. 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 China Tech Tour. —— Related podcasts and articles are: Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4) (Tech Strateg...