The Tech Strategy Podcast

This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real. 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 article on b...

This week’s podcast is a plan for building an Agentic AI operating model. 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 mentioned articles. A lot of this thinking is from these McKinsey articles. The agentic organization...

This week’s podcast is a summary of my approach to digital 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 . The two key strategy questions are: Where to play? How to win? The four topics discussed are: Digital Growth Strategy...

This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs. 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 article on the Agentic AI Operating Basics, which I wrote up last week. The...

This week’s podcast is a quick summary of how to use data in operations.  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 my data playbook. Sell data as a product. Or part of the product itself. But you are selling data. This c...

This week’s podcast is about digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves. 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 . Much of this thinking is by Chris Zoo...

This week’s podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook. 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 t...

This week’s podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo. 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 . Interaction / engagement-focused product has three dimensions: Recom...

This week’s podcast is about my visit to Tencent AI Cloud in Beijing. 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 are my 3 take-aways: Take-Away 1: Tencent Cloud is Doing “Fast-Follower with Advantages” in AI. WeChat and Tencent...

This week’s podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018. 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 summary of the Alibaba Management Playbook: Diagnose the problem: What is the...

This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps. 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 Amap case study . My summary of the Alibaba Management Playbook: Diagnose the...

This week’s podcast is about scale advantages. Which are different than economies of scale. 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 . 5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats There are lots o...

This week’s podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject. 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 .  -----...

This week’s podcast is about my visits to Tencent. Which is becoming much more about 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 . Here is the link to our Tech Tours . My 3 take-aways: WeChat Has Way More Functions That I Knew. They Have 26 Years of Experience Messe...

This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with 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 . Here is the link to our Tech Tours . 6 Levels of Rate of Learning and Adaptation. Tactics: Such as mar...

This week’s podcast is about audience builder platforms. 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 main points: Misconception 1: Audience Builder Platforms Are Just Content Hubs with Libraries Misconception 2: Audien...

This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou. 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 main points: 1-Social and community platform commerce.  Livestreaming (entertaining plus impu...

This week’s podcast is about my visit to Baidu. 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 digital strategy and transformation. I am the founder of TechMoat Co...

This week’s podcast is about my visits to Xiaomi and Horizon Robotics. 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 . Lessons from Xiaomi Consumption ecosystem . Car, person, home High performance management Rapid manufacturing build...

This week’s podcast is about WeRide. And about real-world 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 . Here is the link to our Tech Tours . Major Factors: Tech capabilities and progress Commercialization and adoption of products Economies of scope Management perfor...

This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when coming out of China. I am also trying to figure out how ecosystems of developers can become strengths for business. Especially when amplified by open-source. 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...

This week’s podcast is about what businesses should know about AI 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 . --------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I am...

This week’s podcast is about the recent wave of Chinese tech companies that is shocking Western businesses and politicians. 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 mega-trends that matter here are: Rising Chinese consumers...

This week’s podcast is about 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 . Here are the 4 engines: Re-Igniting Growth in Their Now Re-Organized Ecommerce Business Accelerating the Build Out of their Global Smart Logistics Ne...

This week’s podcast is about economies of scale. 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 things everyone gets wrong: 1 -  Not breaking economies of scale into its multiple types 2 – Overlooking the Negative Impac...