The Tech Strategy Podcast

Jeffrey Towson

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. How to Build an Agentic AI Operating Model (263)

    5일 전

    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 for CEOs in the agentic ageHere are the building blocks for an Agentic AI Operating Model: Operating model. Based on AI-first work flows. With agent teams as the building blocks. Plus orchestration of agent teams.Hybrid workforce, with new talent profiles.Technology and dataGovernance ----------- 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

    42분
  2. My Take-Aways from the Tencent AI Cloud Summit (262)

    9월 28일

    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 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

    35분
  3. My Playbook for Data-Empowered Operations (261)

    9월 17일

    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 predictions. Data can increase the speed of management decisions. Think dashboards.Rate of learning and adaptation is more powerful version of this. This can be a big strength in some businesses. Data products supporting agile teams are important. ------ 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. 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

    34분
  4. Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)

    9월 7일

    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 comes from these articles by Martin Casado, Julian Wright and Andre Hagiu. The Empty Promise of Data MoatsWhen Data Creates Competitive AdvantageHere are 7 complications I mentioned about bundling. Bundling requires a a robust product suite.You want a low attach rate. So you don't cannibalize products by bundling.Bundling can complicate the customer experience and buying journey.Bundling works best when all customers have similar total willingness to pay. But different tastes.Unlimited bundles (subscriptions) can have problems if there are non-zero product costs.Unlimited bundles (subscriptions) do limit revenue per user. This is a problem when willingness to pay is positively correlated with demand for variety.Subscription models do not reward superstar creators very well. ---------- 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

    53분
  5. My Playbook for Digital Growth (259)

    8월 31일

    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 favorite summary quote. Here's a quick summary of core vs. adjacency. Most all sustainable growth is based on 1-2 strong cores. A profitable core is centered on the strongest position in terms of loyal customers, competitive advantage, unique skills, and ability to earn profits. Growth adjacencies include: New customer segments:Micro-segmentation of current segmentsUnpenetrated segmentsNew segmentsNew geographiesGlobal expansionLocal expansionNew channelsInternetDistributionIndirectNew productsNew to worldComplementsSupport servicesNext generationJust new products / servicesNew BusinessesNew to world needsNew substitutesNew modelsCapability adjacenciesNew value chain stepsForward integrationBackwards integrationSell capability to outside------- 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

    47분
  6. Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)

    8월 24일

    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 Task Completion Rewards. Ok But Not as Good as Variable Rewards.Gmail has Infinite Variability. But This Is More Powerful in Entertainment than a Utility.A lot of this is from the book Hooked: How to Build Habit Forming Products, by Nir Eyal.  --------- 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

    42분
  7. 4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)

    8월 17일

    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 Happens at 3 Levels (Shipping Container Example).GenAI is Dramatically Increasing What Can Be Coordinated. And How (OTA and Construction Examples).GenAI Will Impact How Firms Coordinate Knowledge. And Will Create Brains for Organizations.Photo by Sanket Mishra on Unsplash -------- 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

    46분
  8. Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256)

    8월 7일

    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 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

    42분
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소개

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.

정보

  • 제작진
    Jeffrey Towson
  • 방송 연도
    2019년 - 2025년
  • 에피소드
    263
  • 등급
    전체 연령 사용가
  • 저작권
    © 2025 The Tech Strategy Podcast
  • 웹사이트 보기
    The Tech Strategy Podcast

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