The Tech Strategy Podcast

This week’s podcast is about my visit to Trip.com in Shanghai. 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...

This week’s podcast is about Threads (Meta Facebook) vs. X (Twitter). 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 founde...

This week’s podcast is about my interview with Dongliang Guo, Head of International at Alibaba Cloud. 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 Tour s. Here are my 3 take-aways: Take-Away 1: Alibaba Cloud is Focused on the Infrastructure...

This week’s podcast is my playbook for Extreme Personalization. And how generative AI can supercharge never-ending customer improvements. 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 Tour s. Here is more on 4 stages. Unlock the Secret to Cu...

This week’s podcast is what I learned about ecommerce from my visits to China's leading players. 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 s. Lesson 1: GenAI Is accelerating and intensifying the fight for attention and ecommerc...

This week’s podcast is about how Cainiao is expanding internationally with smart logistics. 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 tran...

This week’s podcast is about why I like beauty ecommerce. And beauty 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 the Tech Tour s. There are five points. An attractive space. With lots of interesting consumer behavior. Premiumization Fragmenta...

This week’s podcast is about personalization and never-ending customer improvements. This is a key operating activity. And sometimes it is a digital marathon that can create an operating advantage. 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 Te...

This week’s podcast is about how non-rational behavior plays out products / services, consumer behavior and network effects. Digital tools are making tribal and belief network effects more sophisticated, surgical and powerful. 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...

This week’s podcast is about network effects. And my 6 questions to look for. 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 4 network effects questions: What is the asymptotic scale? What is the minimum viable scale? What...

This week’s podcast is about TikTok vs. Netflix. And how consumer behavior combines with digital tools in the video space. 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 interview with Jonathan Haidt . And his book the Righ...

This week’s podcast is about Coinbase, which has been coming back in terms of share price and revenue. 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 three lessons: Lesson 1: Don’t get seduced by stories and cool business...

This week’s podcast is about CloudKitchens, the new venture of former Uber CEO Travis Kalanick. And why I think it is a better business model than Uber. In theory. 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 interview wi...

This week’s podcast is about Kuaishou. And the key questions that determine its future. 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 three longer-term questions for Kuaishou. What is the future relationship with Tencent?...

This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces. 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 some factors to consider when assessing the bargaining power of buyers. Conce...

This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service. 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 .   ---------- Related articles: When Microsoft’s Bundles Are Go...

This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia. 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 transf...

This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors. Fan and enthusiast behavior Collecting behavior Gambling and rewards behavior 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 management sessio...

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. This episode (located here ) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy. Ashley ( www.ashleydudarenok.com ) is a naturalized Chines...

This week’s podcast is about HubSpot and the really cool aspects of its business 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 the Tech Tour . Here are the 5 things I like about the business model: Software bundles. Especially integrated. Espe...

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 use...

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...

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 “g...

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 th...

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...