Podcast
The Tech Strategy Podcast
Hosted by Jeffrey Towson · EN
A podcast by TechMoat Consulting on the strategies and best practices of leading digital companies. Especially in China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Best practices and lessons in 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.
19episodes
Episodes
Newest firstAll episodes
How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283)
6d ago00:50:57Tap to summarizeThis week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product 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 our Tech Tours.4 dimensions for consumer electronics.Ecosystem building.Software and AI.Emotional impact and resonance.Tech leadership.Cheers, JeffHuawei Breaks into High Fashion with a Luxury, Jeweled Smartwatch (2 of 3) (Tech Strategy)———I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Transcribe →What Matters in China Tech Right Now (282)
3w ago00:45:05Tap to summarizeThis week’s podcast is about 5 big, recent events in China tech.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 five topics are:New operating model: “Humans agents robots”China semiconductor bizFoundation modelsIt’s all about agentsRobots and embodied AI ---------------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Transcribe →2 Problems with Scaling Agentic AI (281)
Apr 2100:36:30Tap to summarizeThis week’s podcast is about quality datasets and the context layer. Both are needed to scale agentic AI operating systems.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 past articles on data operations:Data Network Effects and Data Scale Aren’t Moats (1 of 2) (Tech Strategy)My Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)The GenAI / Agentic Operating Basics (Tech Strategy)Here is the mentioned McKinsey & Co and a16z articles.Building the foundations for agentic AI at scaleYour Data Agents Need Context--------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)
Apr 600:44:52Tap to summarizeThis week’s podcast is about MEDVi, the world's first +1B revenue company with only one employee. It was founded in 2024 by Michael Gallagher.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 lessons:GenAI and agents are creating powerful new position as the primary user interfaceABCs (assistants, brokers, concierges) are going to cut off a lot of merchants and brands from buyers.Human users are going to become much hard to reach. You need their eyeballs.MEDVi is a good examples of the ability of GenAI to enable new types of ecommerce coordination.Agent workers are a powerful organizational structure. It is going to disrupt human heavy businesses. ------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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Moats and Marathons: Chapter 1 - Introduction (279)
Apr 200:36:50Tap to summarizeThis week’s podcast is a summary of Chapter 1 (Introduction) of my updated Moats and Marathons books.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 increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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My 5 Takeaways from Mobile World Congress 2026 (278)
Mar 800:48:10Tap to summarizeThis week’s podcast is about Mobile World Congress 2026. And my main takeaways.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 5 takeaways.Huawei’s Atlas 950 SuperPOD is a Shift to Massively Integrated AI ComputeThe UnifiedBus. This is How Huawei Solves the 8,192 NPU Connection ProblemBuilding Ecosystems is the Key to US vs. China AI CloudGet Ready for Agent-Native NetworksAI Data Platforms are really important. It’s hard to separate KVCache / memory, data and knowledge.--------------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
Feb 2800:43:07Tap to summarizeThis week’s podcast is about Huawei's new GT Runner 2 smartwatch. And their other new consumer products. These have some good strategy lessons for smart devices.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 lessons.Lesson 1: In wearables, Huawei is pulling ahead of the pack in screens and battery techLesson 2: "Breakthrough tech" plus "emotional resonance" is a good consumer electronics strategyLesson 3: Runners are a great customer group for smart products and services--------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
Feb 1600:59:46Tap to summarizeThis week’s podcast is about the big release of Seedance 2.0 by Bytedance.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 some videos I made (here).Here are the winners:Viewers. It's amazing. GPUs and data centers. Plus energy providers. IP holders that get lots of attention. Independent creators who will get lots attention and creative satisfaction. Business content creators - especially in ads and content. Platform biz models. Audience builders like YouTube and TikTok. Plus marketplaces like Taobao.iQiyi and combinations of streaming and audience builders.Netflix and pure streamers (maybe). Here are the losers:Most professional production companies. Most tv and film studios. Basically, any business that has been relying on scale in content creation. Ad agencies focused on content creation.Individuals and firms with specialized skills related to tv and film production.Independent content creators trying to monetize Los Angeles?Hollywood's managerial class. Political activists embedded in entertainment.Here are my past articles / podcasts on this:Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)How Generative AI Is Going to Disrupt YouTube and TikTok (Tech Strategy – Podcast 152). Jan 2023How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)-------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is rSupport the show
Transcribe →Alibaba's 8 Big AI Apps (275)
Feb 900:44:24Tap to summarizeThis week’s podcast is my watch list for what Alibaba is doing in AI Apps.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 watching:QwenDingTalkAmapQuarkPlus,Accio and AidgeTmall and TaobaoFliggyYouku and Wan--------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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How I Think About Digital Moats (274)
Jan 3100:51:36Tap to summarizeThis week’s podcast is a summary of my approach to moats in digital businesses.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 increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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