The Tech Strategy Podcast

Jeffrey Towson
The Tech Strategy Podcast

A 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.comTo 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.

  1. Strategies for Fragmented (and Other Highly Competitive) Industries (250)

    6 DAYS AGO

    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 transformation. I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind 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

    45 min
  2. 3 Take-Aways from My Visit to Tencent (249)

    1 JUN

    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 Expanding and Upgrading. Think Microsoft meets OpenAI.-------- 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 change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind 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

    35 min

  3. 23 MAY

    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 segmentation and other more complicated questions.Adapting current products and services. Such as personalization. New products and services. And technologies.Internal processes.Business models.4 Rate of Learning and Adaptation Capabilities: Signal CapabilityExperimentation CapabilityOrganization CapabilitySystem Capability-------- 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 change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses. 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. Support the show

    42 min

  4. 16 MAY

    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 consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses. 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. Support the show

    44 min

  5. 30 APR

    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 Take All” DynamicsMisconception 4: Audience Builders Have Two Main User Groups – Creators and ViewersMisconception 5: A Content Library Is a Barrier to Entry ----------- 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 change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind 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

    48 min

  6. 19 APR

    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 experiences and conversational search. Not keywords.  Focus on discovery phase and impulse purchases.AR/VR (image search is easy version)Hyper personalizationAI0driven browsing and conversational search3-Tools to level the playing field  Chatbot for CSRLLMsContent generation for marketing  ——– 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 change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses. 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. Support the show

    49 min

  7. 11 APR

    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 digital change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses. 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. Support the show

    29 min
  8. Lessons from My Visits to Xiaomi and Unitree Robotics (242)

    30 MAR

    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 AILessons from Unitree Big jump in agility.Limited use cases for them today.Programmed in simulation and downloaded. Sim to Lab. ML at edge, vs download vs connectivity---------- 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 change to grow faster, innovate better and build digital moats. Get in touch here. My book series Moats and Marathons is one-of-a-kind 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

    53 min
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5
out of 5
4 Ratings

About

A 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.comTo 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.

Information

  • Creator
    Jeffrey Towson
  • Years Active
    2019 - 2025
  • Episodes
    250
  • Rating
    Clean
  • Copyright
    © 2025 The Tech Strategy Podcast
  • Show Website
    The Tech Strategy Podcast

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