178 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.
To 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 • 26 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.
To 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.

    3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179)

    3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179)

    This week’s podcast is about my interviews with Lazada CEO James Dong and CTO Howard Wang. Here are my 3 three take-aways.

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

    If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.

    ————

    Related articles:
    JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)JD’s Is Making a Big Strategic Move into the Low-Cost Market (2 of 3) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    Southeast AsiaEcommerceFrom the Company Library, companies for this article are:
    Lazada————

    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

    • 42 min
    My Predictions for Apple vs. Huawei in China (178)

    My Predictions for Apple vs. Huawei in China (178)

    This week’s podcast is about the high profile events at both Apple and Huawei in China this month. Here’s my breakdown on what it means.

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

    If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.
    ---------
    Related articles:
    What TikTok Can Learn From Huawei About the Role of the State (Jeff’s Asia Tech Class – Podcast 39)How Tsingtao, CR Snow and the Other Beer SOEs Won Big in China (Pt 2 of 2)From the Concept Library, concepts for this article are:
    Role of the StateChinaFrom the Company Library, companies for this article are:
    AppleHuawei -----------

    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

    • 47 min
    JD's Big Play for Low Cost China (177)

    JD's Big Play for Low Cost China (177)

    This week’s podcast is about some big moves at JD.com - especially their big strategic move to go after the low-cost market of China. Here's my breakdown on what it means.

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

    If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting

    —-

    Related articles:
    JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)JD’s Is Making a Big Strategic Move into the Low-Cost Market (2 of 3) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:
    Marketplace PlatformsDigital Physical HybridFrom the Company Library, companies for this article are:
    JD.com--------

    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.
    Support the show

    • 39 min
    Understanding Hyper-Politicized China (176)

    Understanding Hyper-Politicized China (176)

    This week’s podcast is about the current hyper-politicization of all things China. It's my take for assessing what it means.

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

    If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.

    —-

    Related articles:
    Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:
    Role of the StateFrom 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
    3 Rules for Winning Big in Digital (175)

    3 Rules for Winning Big in Digital (175)

    This week’s podcast is about digital transformation, which is a long-term and complicated effort by established companies. This podcast is about what really matters.

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

    If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.

    Here are the three rules:

    Rule 1: The Need for Speed

    Rule 2: Intangibles - You Need Invisible Engines to Win

    Rule 3: Leadership – Everybody Falls the First Time

    Here are the 4 intangible assets mentioned.
    4 Types of Intangible Assets in Digital Businesses (Tech Strategy – Podcast 151)——-
    Related articles:
    Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:
    Digital transformationLeadership digital divide4 intangible assetsFrom 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

    • 34 min
    3 Strategy Lessons from My Visit to Ant (174)

    3 Strategy Lessons from My Visit to Ant (174)

    This week’s podcast is about my visit to Ant Group.

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

    If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting.

    -------

    Related articles:
    Ant Financial Is 3 Platform Business Models Combined. (Jeff’s Asia Tech Class – Daily Lesson / Update)Ant Financial’s Big Money is in Asset-Light Credit Tech (Jeff’s Asia Tech Class – Daily Lesson / Update)From the Concept Library, concepts for this article are:
    Payment PlatformsFrom the Company Library, companies for this article are:
    Ant Group / Ant Financial / Alipay / Alipay+--------

    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

    • 35 min

Customer Reviews

4.5 out of 5
26 Ratings

26 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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