The Tech Strategy Podcast

Jeffrey Towson

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.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. How I Think About Digital Moats (274)

    5D AGO

    How I Think About Digital Moats (274)

    This 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

    52 min

  2. JAN 23

    7 Take-Aways from My Visit to Alibaba (273)

    This week’s podcast has my take-aways from my Nov 2026 visit to 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. The take-aways are: “AI Plus Ecommerce” Is the Big Focus DomesticallyThe China Instant Commerce War Was EntertainingThe Instant Commerce War Strategically Important for AlibabaAlibaba’s Liya and Digital KOLs Are AmazingAlibaba’s “AI Plus Ecommerce” Is Going International. Definitely Try These.AccioAidgeThe Alibaba AI Apps I Am WatchingDingTalkQuarkAmapQwenWanTongyi Deep Research6 Six Alibaba values------ 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

    40 min

  3. JAN 11

    My 4 Step GenAI Strategy (272)

    This week’s podcast is a summary of my GenAI playbook. It is the summary of 12 articles. 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 mentioned graphics are here. That’s it for the GenAI playbook. Cheers, Jeff  ------- 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

    46 min
  4. 7 Tech Predictions for 2026 (271)

    12/31/2025

    7 Tech Predictions for 2026 (271)

    This week’s podcast has my predictions for 2026. 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 predictions are: 1) It Will be Another Big Year For Google Gemini 2) GenAI Data Architecture in Enterprises Will Be the Critical Capability 3) AI Service Business Models vs. Platform Business Models Is the Big Question. 4) AI Agents and Agent Operating Basics Are the Other Critical Capability for Businesses 5) Agentic Ecommerce Will Be a Major Disruption 6) AI Cloud Businesses Will Continue to Lead 7) China Will Shock the World with Robotics and Physical AI  ---------- I am a consultant and keynote speaker on how to supercharge digital growth and build digital moats. I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the 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

    33 min

  5. 12/18/2025

    Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270)

    This week’s podcast is about the likely impact of agents on ecommerce. And specifically on tourism. 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 mentioned McKinsey report. ---------- 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 firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the 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

    36 min
  6. AI Infrastructure Lessons from Our Visit to Huawei (269)

    12/03/2025

    AI Infrastructure Lessons from Our Visit to Huawei (269)

    This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition 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. Here are the mentioned articles about AI Infrastructure. Understanding AI Infrastructure Part 1: AI Data Centers (Tech Strategy)Understanding AI Infrastructure Part 2: AI Compute is Different (Tech Strategy)Understanding AI Infrastructure Part 3: GenAI Operating Costs (Tech Strategy)Understanding AI Infrastructure Part 4: The Cost of Correctness (Tech Strategy)------ 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 firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the 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

    37 min
  7. What is the Cost of Maintaining the Correctness of a GenAI Service? (268)

    11/25/2025

    What is the Cost of Maintaining the Correctness of a GenAI Service? (268)

    This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing. 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 approach to assessing GenAI operating costs is the below checklist. What is the cost of compute, including energy and cooling? Initial cost vs. ongoing?The core compute is going to drive a lot of the costs. Especially if you are using an AI cloud service provider. If you have a downloaded open-source model, then it’s mostly the initial cost.These compute costs dependent on the requirements of the AI workloads:The compute requirementsThe timing requirementsThe memory requirementsWhat is the cost of creating and maintaining the desired correctness over time?How accurate and correct you need the foundation model to be is a big deal. And this factor determines how much of the operations are done by software versus humans. It can make the costs of GenAI products look a lot more like services than traditional software.My main questions are:How much does correctness matter? What level of correctness does the product need to compete? What is the cost of inaccuracy?How does correctness change over time? Is it stable and flat lining, advancing, naturally changing or deteriorating?How much of a long tail is there in the domain? Is the long tail a liability or a benefit?How much of the process is iterative? How much are humans in the loop?What is the initial cost of training and getting to the desired level of correctness?What is the ongoing cost of inference at the desired level of correctness? How much are humans in the loop?What is the cost and frequency of fine tuning and/or retraining?What are the cost implications of increasing scale?What are the scale advantages vs. disadvantages?Does the Jevon paradox apply? -------- 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 firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the 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

    46 min
  8. Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)

    11/19/2025

    Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)

    This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI. 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 firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here. I am also author of the 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

    44 min
See All (274)

4.6
out of 5
30 Ratings

About

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.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 - 2026
  • Episodes
    274
  • Rating
    Explicit
  • Copyright
    © 2026 The Tech Strategy Podcast
  • Show Website
    The Tech Strategy Podcast

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