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The Tech Strategy Podcast
Jeffrey Towson
257 episodes
1 day ago
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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All content for The Tech Strategy Podcast is the property of Jeffrey Towson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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Technology
Business,
News,
Management,
Tech News
Episodes (20/257)
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...
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5 days 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...
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2 weeks 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...
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3 weeks 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...
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1 month 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 ...
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1 month ago
48 minutes

The Tech Strategy Podcast
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 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: 1-Social and community platform commerce. Livestreaming (entertaining plus impulse shopping)Community platforms. Interest based social commerce.2-Discovery-driven customer exp...
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1 month ago
49 minutes

The Tech Strategy Podcast
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 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 consulting firm that helps retailers, brands, and technology companies exploit d...
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2 months ago
29 minutes

The Tech Strategy Podcast
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 mentioned. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. Lessons from Xiaomi Consumption ecosystem. Car, person, homeHigh performance managementRapid manufacturing build out as a capability. Cheap. But also fast and flexible. Upgrades. Increasing combined with software and ...
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2 months ago
53 minutes

The Tech Strategy Podcast
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. Also available at iTunes and Google Podcasts. Here is the link to the TechMoat Consulting. Here is the link to our Tech Tours. Major Factors: Tech capabilities and progressCommercialization and adoption of productsEconomies of scopeManagement performance----------- I write, speak and consult about how to win (and not lose) in digital strategy and tran...
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3 months ago
36 minutes

The Tech Strategy Podcast
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 ecosystems of developers can become strengths for business. Especially when amplified by 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 is the link to our Tech Tours. ------ I write, speak and consult about ho...
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3 months ago
58 minutes

The Tech Strategy Podcast
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, 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 consulting firm that he...
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3 months ago
41 minutes

The Tech Strategy Podcast
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 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 consulting firm that helps retailers, brands, a...
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4 months ago
45 minutes

The Tech Strategy Podcast
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 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 mega-trends that matter here are:Rising Chinese consumersManufacturing scaleBrainpower behemothMoneyHere is DeepSeek. You can try it for free here:chat.deepseek.com...
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4 months ago
47 minutes

The Tech Strategy Podcast
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 iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 4 engines:Re-Igniting Growth in Their Now Re-Organized Ecommerce BusinessAccelerating the Build Out of their Global Smart Logistics Network – Starting with Cross-Border Express DeliveryBig Investments in Alibaba Cloud. With Price Cuts to Pus...
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4 months ago
35 minutes

The Tech Strategy Podcast
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 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 5 things everyone gets wrong:1 - Not breaking economies of scale into its multiple types2 – Overlooking the Negative Impact of a Non-Circumscribed and / or High Growth Market3 – Not Understanding Minimum Efficient Scale, Ind...
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5 months ago
31 minutes

The Tech Strategy Podcast
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 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 consulting firm that helps retailers, brands, and technology companies e...
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5 months ago
33 minutes

The Tech Strategy Podcast
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 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 consulting firm that helps retailers, brands, and technology companies...
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5 months ago
42 minutes

The Tech Strategy Podcast
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, 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 my 3 take-aways:Take-Away 1: Alibaba Cloud is Focused on the Infrastructure and Model Layers. It Is Differentiating its GenAI with an Open-Source Ecosystem (i.e., ModelScope) and Mo...
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6 months ago
31 minutes

The Tech Strategy Podcast
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.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 more on 4 stages.Unlock the Secret to Customer Obsession: The Extreme Personalization Playbook (1 of 3) (Tech Strategy)Extreme Personalization Pla...
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6 months ago
35 minutes

The Tech Strategy Podcast
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, 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 Tours.Lesson 1: GenAI Is accelerating and intensifying the fight for attention and ecommerceLesson 2: Cross-Border ecommerce is a big opportunity that is growing. Chinese companies are leading.Lesson 3...
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6 months ago
33 minutes

The Tech Strategy Podcast
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...