160 episodes

A podcast (and subscription newsletter) on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:
-Deeper insights into the strategies and business models of the best tech companies. This will help you identify and understand the tech champions, the small giants and emerging winners.​
-A better understanding of the digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​
Available at Jefftowson.com with a 30 day free trial.
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
    • 4.8 • 24 Ratings

A podcast (and subscription newsletter) on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:
-Deeper insights into the strategies and business models of the best tech companies. This will help you identify and understand the tech champions, the small giants and emerging winners.​
-A better understanding of the digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​
Available at Jefftowson.com with a 30 day free trial.
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.

    Why American Citizens Must Protect TikTok (For Now) (159)

    Why American Citizens Must Protect TikTok (For Now) (159)

    This week’s podcast is about why Americans must protect TikTok.
    TikTok is not the big and proven threat to freedom and privacy. The US Censorship Regime is.For now, TikTok is necessary to break the censorship monopoly and restore free speech to Silicon Valley.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 the China Tech Tour.
    Here is the statement by TikTok CEO Shou Zi Chew.
    Here is Glenn Greenwald's System Update
    ——--
    Related articles:
    3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:
    Information flowsSocial mediaFrom the Company Library, companies for this article are:
    TikTokTwitterRumble——–
    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

    • 43 min
    NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158)

    NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158)

    This week’s podcast is about network effects, as described by James Courrier and NFX.
    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 the China Tech Tour.
    Here is the NFx Network Effects manual.
    Here are NFX's 16 network effects, in order of strength:
    Physical (e.g. landline telephones)Protocol (e.g. Ethernet)Personal Utility (e.g. iMessage, WhatsApp)Personal (e.g. Facebook)Market Network (e.g. HoneyBook, AngelList)Marketplace (e.g. eBay, Craigslist)Platform (e.g. Windows, iOS, Android)Asymptotic Marketplace (e.g. Uber, Lyft)Data (e.g. Waze, Yelp!)Tech Performance (e.g. Bittorrent,Skype)Language (e.g. Google, Xerox)Belief (currencies, religions)Bandwagon (e.g. Slack, Apple)Expertise (Figma, Microsoft Excel)Tribal (Apple, Harvard, NY Yankees…)Hub-and-Spoke (TikTok, Medium, Craigslist)——
    Related articles:
    3 Types of Network Effects (Asia Tech Strategy – Daily Lesson / Update)Questions for Huawei’s CEO, JD & Jingxi, Metcalfe’s Law Is Dumb (Asia Tech Strategy)From the Concept Library, concepts for this article are:
    Network EffectsData Advantages and Network EffectsEmbeddingBandwagon EffectsThis 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.
    Support the show

    • 49 min
    Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)

    Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)

    This week’s podcast is about machine learning and prediction as a capability.

    You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

    Here is podcast on the intangible asset framework.

    Here is the link to the TechMoat Consulting.

    Here is the link to the China Tech Tour.
    ——
    Related articles:
    An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update)Why DCF Sucks for Digital Valuation. (Tech Strategy – Podcast 101)An Intro to Digital Valuation (Tech Strategy – Daily Lesson / Update)From the Concept Library, concepts for this article are:
    Capabilities, Resources and Assets (CRAs)Machine learning / AISMILE Marathon: Machine LearningFrom the Company Library, companies for this article are:
    n/a——–
    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

    • 43 min
    Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)

    Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)

    This week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits.
    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 the China Tech Tour.
    ——
    Related podcasts and articles are:
    Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4) (Tech Strategy – Daily Article)How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (1 of 2) (Tech Strategy – Daily Article)How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (2 of 2) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    Economies of Scale: Geographic and Distribution DensityEcommerceFrom the Company Library, companies for this article are:
    GrabDingdong——–
    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
    Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)

    Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)

    This week’s podcast is a rant about the common "China is going to collapse" narrative. Most recently made by Peter Zeihan on Joe Rogan.
    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 the China Tech Tour.
    Peter's interview with Joe on China is here.
    Here is the Bank of Japan study.
    Here are the two books mentioned:
    The One Hour China Consumer Book: Five Short Stories That Explain the Brutal Fight for One Billion ConsumersThe One Hour China Book: All of China Business Explained in Six Short Stories———
    Related podcasts and articles are:
    Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:
    n/aFrom the Company Library, companies for this article are:
    n/a——–
    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

    • 43 min
    Monster Energy and How CPG Brands Can Win in Digital (154)

    Monster Energy and How CPG Brands Can Win in Digital (154)

    This week’s podcast is about Monster Energy and my approach for winning in digital as a CPG brand.
    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 the China Tech Tour.
     ———
    Related podcasts and articles are:
    Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)From the Concept Library, concepts for this article are:
    Competitive Advantage: Share of Consumer MindDigital Marathon: Ecosystem / Platform ParticipationCPG and FMCGFrom the Company Library, companies for this article are:
    Monster Energy--------
    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.
    I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
    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

Customer Reviews

4.8 out of 5
24 Ratings

24 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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