215 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 • 28 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.

    Is GenAI Disrupting Salesforce? (215)

    Is GenAI Disrupting Salesforce? (215)

    This week’s podcast is about Salesforce and how generative AI is going to impact its business. 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 Tech Tour.Here are my 3 working conclusions.GenAI is going into their existing services, which are used by teams at their clients. Salesforce is well positioned for this.GenAI is going to get incorporated in...

    • 40 min
    The 3 Steps of a Digital Attacker Strategy (214)

    The 3 Steps of a Digital Attacker Strategy (214)

    This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent).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 Tech Tour.Here are the 3 steps of the digital attacker strategy.Step 1: A new digital tool enables a superior service to emerge. This is used to break into an existing business. This often cau...

    • 37 min
    Mastering Tech Investing: 4 Lessons from Constellation Software (213)

    Mastering Tech Investing: 4 Lessons from Constellation Software (213)

    This week’s podcast is about Constellation Software. And their approach to software investing.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 Tech Tour.On the Constellation webpage, they actually list their criteria for both “exceptional” and “good” companies. Here’s what they say.Exceptional businessesMid-to-large vertical market software business...

    • 40 min
    How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)

    How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)

    Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't.Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology.After years of struggle as a small ecommerce site, Alex pivoted to beauty and skin care products in 2019. And then grew rapidly to $10M in revenue in ten months. And within 3 years, Depology had grown to $20M in sales.That'...

    • 33 min
    Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)

    Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)

    This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out.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 Tech Tour.Here is the link to the All In Podcast mentioned. The Microsoft discussion happens at 1 hour and 3 minutes.—–I write, speak and consult about how to win (and not lose) in digital strategy ...

    • 44 min
    How to Build Barriers to Entry with GenAI and Intelligence (211)

    How to Build Barriers to Entry with GenAI and Intelligence (211)

    This week’s podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive advantages).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 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 consultin...

    • 42 min

Customer Reviews

4.5 out of 5
28 Ratings

28 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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