The Tech Strategy Podcast

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...

This week’s podcast is Step 2 in my playbook for CEOs and investors in Generative 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 . —---— I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I am the founder of TechMoat Cons...

This week’s podcast is about iQIYI's 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 . Cheers, Jeff --------- 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 b...

This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons. 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 . My lessons are: JD is flooding money into logistics tech. Increasingly globally. Huawei is showing the future for turnkey digital infrastructure. iQI...

This week’s podcast is about Alibaba and what they are doing in Generative 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 . Cheers, Jeff -------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I am the founder of Tech...

This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike. 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 . ———- I write, speak and consult about how to win (and not l...

This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203. 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 . Which has the details for the Beijing Tech Tour. ------- I write, speak and consult about how to win (and not lose) in digital strateg...

This week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack. 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 . ——- I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I am the founder of...

This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla. 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 . The 3 EV business models are: EV Busin...

This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs) . They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1 . 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 . Key points: Point 1: Operating perform...

This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader. 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 are the four pillars: Pillar 1: Baidu AI Cloud Is an Innovation Platf...

This week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation. 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 . ——— I write, speak and consult about how to win (and not lose) i...

This week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions". 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 . ---------- I write, speak and consult about how to win (and not lose) in digital strategy and transf...

This week’s podcast is a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China's AI leader. 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 . ———– I write, speak and consult about how to win (and not lose) in digital stra...

This week’s podcast is a deep dive into Alibaba Cloud, a leading provider of cloud and intelligence services. They recently had an AI and Big Data Summit in Singapore. 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 . ———– I write, speak and consult about how to win (and no...

This week’s podcast is a deep dive into Automatic Data Processing (ADP), a leading provider of software and services for human resources. ADP is a company that is surprisingly well positioned to use AI to better manage human capital and build non-human workforces. You can listen to this podcast here , which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts . Here...

This week’s podcast is a deep dive into Etsy. And how it is leaning into the creativity and human connection aspects of marketplaces. 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 are my 5 questions (thus far) for assessing the viability of a specialty ecommerce co...

This week’s podcast is a deep dive into Facebook Meta. And how I break down the business model and the key factors. 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 . The 5-6 factors mentioned are: People networks Audience-builder platforms Limited ecosystems Profit vs engag...

This week’s podcast is a deep dive into BYD. And about how Chinese manufacturers go international. 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 article on the AI influencer. ———– I write, speak and consult about how to win (and not lose) in digital strategy...

This week’s podcast is a deep dive into Verisign, Inc (Nasdaq: VRSN). It focuses on the biggest factors for the future of the company. 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 . ——– Related articles: A Digital Strategy Breakdown of Salesforce. Spoiler: It’s Awesome (...

This week’s podcast is Part 1 of Capabilities, Resources and Assets (CRAs) . They are a key part of strategy. And link operating performance with structural 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 our China Tech Tour . Key points: P...

This week’s podcast is a deep dive into Salesforce, Inc. It focuses on the biggest competitive strengths of the company. 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 are the comments by Eddie Wu at Alibaba: Aliviews: Eddie Wu on Alibaba’s Q2 Earnings ——– Related a...

This week’s podcast is part two of a deep dive into Arm Holdings. About how China and AI are external factors impacting its future trajectory. 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 China Tech Tour . ——– Photo by Vishnu Mohanan on Unsplash...

This week’s podcast is part of a company deep dive into Arm Holdings. 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 China Tech Tour . Here is my summary of the 4 big digital concepts behind Arm Holdings: Standardization and Interconnection Networ...

This week’s podcast is Part 2 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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 China Tech Tour . Here is my s...