The Tech Strategy Podcast

This week’s podcast is about the emergence of agentic commerce. This is a big change to traditional omnichannel. Plus, there is a bit more of a rant about the recent Anthropic and OpenAI ban. My prediction is the future of AI outside of the USA is now: Open source, downloadable and non-embargoable models plus Low cost, tech agnostic AI architecture Which probably means China. And probably Nvidia....

This week’s podcast is about my recent visit to the CATL headquarters in Ningde, Fujian. Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now: Open source, downloadable and non-embargoable models plus Low cost, tech agnostic AI architecture Which probably means China. You can listen to this podcast here , which has the slides an...

This week’s podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and tech strategy. 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 3 mentioned steps in Elon's approach (in...

This week’s podcast is about Huawei's next products. And why they are so much more innovative than Apple. 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 write, speak and consult about how to win (and not lose) in digita...

This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure. 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 write, speak and consult about how to...

This week’s podcast is about Huawei's new GT Runner 2 smartwatch. And their other new consumer products. These have some good strategy lessons for smart devices. 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 my 3 lesson...

This week’s podcast is about Mobile World Congress 2026. And my main takeaways. Thanks to Huawei for covering my travel and hotel to attend this event. My opinions and experiences shared here are my own. 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...

This week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product event. 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 . 4 dimensions for consumer electronics. Ecosystem building . Software and...

This week’s podcast is about Tencent's revamped approach to AI and agents. 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 McKinsey & Co article on arenas . Here is what Tencent has been doing in AI and agentic pro...

This week’s podcast is about 5 big, recent events in China tech. 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 . The five topics are: New operating model: “Humans agents robots” China semiconductor biz Foundation models It’s all about...

This week’s podcast is about quality datasets and the context layer. Both are needed to scale agentic AI operating systems. 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 my past articles on data operations: Data Network Effe...

This week’s podcast is about MEDVi, the world's first +1B revenue company with only one employee. It was founded in 2024 by Michael Gallagher. 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 5 lessons: GenAI and agent...

This week’s podcast is a summary of Chapter 1 (Introduction) of my updated Moats and Marathons books. 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 increase digital growth and...

This week’s podcast is about the big release of Seedance 2.0 by Bytedance. 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 some videos I made ( here ). Here are the winners: Viewers. It's amazing.  GPUs and data centers....

This week’s podcast is my watch list for what Alibaba is doing in AI Apps. 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 watching: Qwen DingTalk Amap Quark Plus, Accio and Aidge Tmall and Taobao Fliggy Youku and Wan -------- I a...

This week’s podcast is a summary of my approach to moats in digital businesses. 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 increase digital growth and strengthen digital AI...

This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba. 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 . The take-aways are: “AI Plus Ecommerce” Is the Big Focus Domestically The China Instant Commerce War Was Entertain...

This week’s podcast is a summary of my GenAI playbook. It is the summary of 12 articles. 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 . The mentioned graphics are here . That’s it for the GenAI playbook. Cheers, Jeff  ------- I am a c...

This week’s podcast has my predictions for 2026. 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 predictions are: 1) It Will be Another Big Year For Google Gemini 2) GenAI Data Architecture in Enterprises Will Be the Critical Capabi...

This week’s podcast is about the likely impact of agents on ecommerce. And specifically on tourism. 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 mentioned McKinsey report . ---------- I am a consultant and keynote speake...

This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing. 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 approach to assessing GenAI operating costs is the below checklist. Wh...

This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI. 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...

This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce. 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 McKinsey article I mentioned: The agentic commerce opportunity: How AI agents are ushering...

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 o...

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 F...