206 episodes

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.

The Tech Strategy Podcast Jeffrey Towson

    • Technology
    • 4.5 • 27 Ratings

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.

    Alibaba’s Generative AI Strategy (207)

    Alibaba’s Generative AI Strategy (207)

    This week’s podcast is about Alibaba and what they are doing in Generative 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.Cheers, Jeff--------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...

    • 42 min
    Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)

    Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)

    This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike.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.———-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 fi...

    • 27 min
    Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)

    Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)

    This week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader.Agent and model building. Where Baidu is a leader.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.——-I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consu...

    • 38 min
    How to Build GenAI into Operations - Part 2 (204)

    How to Build GenAI into Operations - Part 2 (204)

    This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203.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. Which has the details for the Beijing Tech Tour. -------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 ret...

    • 39 min
    A Framework for GenAI Strategy - Part 1 (203)

    A Framework for GenAI Strategy - Part 1 (203)

    This week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack.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.——-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...

    • 44 min
    The 3 EV Business Models of BYD, Xiaomi and Tesla (202)

    The 3 EV Business Models of BYD, Xiaomi and Tesla (202)

    This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla.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.The 3 EV business models are:EV Business Model 1 (i.e., BYD) is “Manufacturing Plus Services”. That’s Autos Plus Auto Services. Plus Linked B...

    • 34 min

Customer Reviews

4.5 out of 5
27 Ratings

27 Ratings

joseph naus ,

A free high-level business class on Chinese Tech businesses and their stocks

The headline says it all. I’m learning so much.

AndrewStotz ,

Jeff's frameworks are awesome.

I’m impressed with how Jeff can dig deep into topics related to business strategy. His understanding of China and Chinese business it’s so valuable. If you’re looking for a podcast to help you understand what’s going on and what’s working (and what’s not) in China and in Asia this podcast is the place to be.
I especially like it when he Talks about his various frameworks and how the strategy of a particular company fits into that framework.

stealthsolutions101 ,

One of the best

The Asia tech class is one of the best resources available to develop the foundational knowledge necessary to understand this new business landscape

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