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The Tech Strategy Podcast

Jeffrey Towson

265 episodes

4 days ago

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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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...

Show more...

Episodes (20/265)

The Tech Strategy Podcast

Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)

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...

1 week ago

49 minutes

The Tech Strategy Podcast

Master These 4 Topics to Win in Digital (264)

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...

2 weeks ago

33 minutes

The Tech Strategy Podcast

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 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...

3 weeks ago

42 minutes

The Tech Strategy Podcast

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 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 ...

1 month ago

34 minutes

The Tech Strategy Podcast

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 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...

1 month ago

33 minutes

The Tech Strategy Podcast

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 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...

2 months ago

52 minutes

The Tech Strategy Podcast

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. 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...

2 months ago

47 minutes

The Tech Strategy Podcast

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 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...

2 months ago

42 minutes

The Tech Strategy Podcast

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 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...

2 months ago

45 minutes

The Tech Strategy Podcast

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 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...

3 months ago

42 minutes

The Tech Strategy Podcast

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 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. Interaction / engagement-focused product has three dimensions: Recommendations. This is passive consumption, not active searching. So that means machine learning-powered...

3 months ago

52 minutes

The Tech Strategy Podcast

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 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 are my 3 take-aways: Take-Away 1: Tencent Cloud is Doing “Fast-Follower with Advantages” in AI.WeChat and Tencent Cloud Are Going International Leading with Tech Services.I Expect Tencent Cloud to Be One of the Worl...

3 months ago

38 minutes

The Tech Strategy Podcast

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, 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 summary of the Alibaba Management Playbook: Diagnose the problem:What is the chief complaint?Stagnant growth? Low NPS?What is the differential diagnosis?1-Re-clarify and re-focus...

4 months ago

42 minutes

The Tech Strategy Podcast

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 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 Amap case study. My summary of the Alibaba Management Playbook: Diagnose the problem: Stagnant growth? Negative NPS? Low engagement?1-Unwavering focus on customer value. Re-clarif...

4 months ago

48 minutes

The Tech Strategy Podcast

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 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. 5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats There are lots of absolute (not relative) scale advantage. Growth is the default business strategy.Scale advantages a...

4 months ago

46 minutes

The Tech Strategy Podcast

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 writing on this subject. 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 write, speak and consult about how to win (and not lose) in digital strategy and transform...

5 months ago

44 minutes

The Tech Strategy Podcast

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 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 3 take-aways: WeChat Has Way More Functions That I Knew. They Have 26 Years of Experience Messengers.Tencent Is “All In” on Yuanbao, Hunyuan LLM and AI Cloud.Merchant and Enterprise Services Are E...

5 months ago

34 minutes

The Tech Strategy Podcast

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 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. 6 Levels of Rate of Learning and Adaptation. Tactics: Such as marketing, inventory and assortment, store layout, pricing, churnCustomer retention, customer segmentati...

5 months ago

42 minutes

The Tech Strategy Podcast

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 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 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...

5 months ago

48 minutes

The Tech Strategy Podcast

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 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 main points: Misconception 1: Audience Builder Platforms Are Just Content Hubs with LibrariesMisconception 2: Audience Builder Platforms Are Highly ProfitableMisconception 3: Audience Builder Platforms Get You “Winner ...

6 months ago

48 minutes