The Tech Strategy Podcast
233 episodes - English - Latest episode: 3 days 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
Mastering Tech Investing: 4 Lessons from Constellation Software (213)
July 11, 2024 06:00 - 40 minutes - 28.2 MBThis 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 businesses Mid-to-large vertical market soft...
How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
July 03, 2024 12:00 - 33 minutes - 22.8 MBToday'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....
Growth Tactics: How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years
July 03, 2024 12:00 - 33 minutes - 22.8 MBToday'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....
Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)
July 02, 2024 05:00 - 44 minutes - 30.7 MBThis 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 digi...
How to Build Barriers to Entry with GenAI and Intelligence (211)
June 26, 2024 09:00 - 42 minutes - 29.5 MBThis 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 bouti...
Can You Build Barriers to Entry with GenAI and Intelligence? (211)
June 26, 2024 09:00 - 42 minutes - 29.5 MBThis 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 bouti...
My Generative AI Playbook: Step 2 (210)
June 20, 2024 08:00 - 43 minutes - 29.8 MBThis 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 exp...
iQIYI's Playbook for Tech-Empowered Entertainment (209)
June 11, 2024 12:00 - 31 minutes - 21.5 MBThis 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 chan...
Lessons from Visits to JD, iQIYI and Huawei (208)
June 05, 2024 06:00 - 23 minutes - 16.1 MBThis 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, Jeff Support the Show.
Alibaba’s Generative AI Strategy (207)
May 14, 2024 09:00 - 42 minutes - 29 MBThis 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 comp...
Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)
May 05, 2024 07:00 - 27 minutes - 18.9 MBThis week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike. 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 co...
Watch Out for Huawei in GenAI Data Architecture. And Baidu in Agent Builders (205)
April 26, 2024 11:00 - 38 minutes - 26.2 MBThis week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader. Agent and model building. Where Baidu is a 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 Tech...
Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)
April 26, 2024 11:00 - 38 minutes - 26.2 MBThis week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader. Agent and model building. Where Baidu is a 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 Tech...
How to Build GenAI into Operations - Part 2 (204)
April 14, 2024 13:00 - 39 minutes - 27.1 MBThis week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203. 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. Which has the details for the Beijing 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 tha...
A Framework for GenAI Strategy - Part 1 (203)
April 10, 2024 12:00 - 44 minutes - 30.4 MBThis week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack. 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 ...
The 3 EV Business Models of BYD, Xiaomi and Tesla (202)
April 03, 2024 08:00 - 34 minutes - 23.5 MBThis week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla. 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 3 EV business models are: EV Business Model 1 (i.e., BYD) is “Manufacturing Plus Services”. That’s Autos Plus Auto Services. Plus...
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)
December 08, 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)
December 07, 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)
December 06, 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...