The Tech Strategy Podcast

This week’s podcast is Part 1 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...

This week’s podcast is an introductory explanation to Rate of Learning (and Adaptation) . This is an increasingly important concept in 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 the China Tech Tour . Big tech events from this wee...

This week’s podcast is about Singles Day, which is coming up fast. Lots of stuff gets reported. But I am looking for 3 main things. 1: What is the fastest growing and most innovative frontier of ecommerce? 2: What are the big new bundles for consumers and the new products / services for merchants? 3: How did the company do in the stress test? You can listen to this podcast here , which has the sli...

This week’s podcast is about 5G and 5.5G (also called 5G-Advanced). This is a short-list of scenarios where they are going to have a big impact. 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 are the 5 scenarios: Glasses Fre...

This week’s podcast is about digital and AI agents. This will lead to the emergence of non-human platforms and business models. 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 the podcast mentioned.  —–-- Related articles:...

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 . ---------...

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, contac...

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 ar...

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 Tec...

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 . -------- I write, speak and consult about how to win (and not lose) in digital strategy and tra...

This week’s podcast is about digital / information economics. 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: Can ByteDance Breach Alibaba’s Infrastructure Moat and Become A...

This week's podcast is about my visit to iQIYI. And what I think is coming next for video entertainment under major digital disruption. 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 .   ----...

This week’s podcast is about the recent launch of Threads, Meta's clone of Twitter. My assessment is that Threads will likely beat Twitter. However, this depends on Treads getting product market fit. They have to get and retain actual engagement at significant. If that doesn't happen, then none of my strategy analysis matters. You can listen to this podcast here , which has the slides an...

This week’s podcast is about my visit to ByteDance, which is just a fascinating company. Lots of good lessons that I will be writing about.  Two clarifications: This was a visit to a ByteDance office. Which is a different group than TikTok. The ecommerce GMV numbers cited are from external reports - and not ByteDance or TikTok. And these numbers are likely probably guesses and only somewhat accura...

This week’s podcast is about NetEase and how gaming ecosystems (like Epic Games) have lots of important digital strategy lessons. You can listen to this podcast here , which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts . If you are interesting in discussing your digital strategy, please contact us at TechMoat Consulting . ——– Related podcasts and articles are...

This week’s podcast is about WeChat, which really has reached a level of daily usage that makes it the "everything app". Here is my breakdown on how it got there strategically. 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 TechMoat Consulting , with the Tech Tour. ———— I write, speak a...

This week’s podcast is about JD Logistics, which is building a smart logistics network at China scale. I spoke to one of its heads and this is what I learned. 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 TechMoat Consulting . Here is the link to the China Tech Tour . -------- Related podcasts a...

This week’s podcast is about how generative AI can start improving your business and career. 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 three things you can (should) do right now: Step 1: Develop Staff and Skills in Gen AI (DOB 5, DOB6) Step 2: Use to Improv...

This week’s podcast is about the generative AI foundation models of OpenAI and Google. Will they have competitive defenses? Especially against 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 TechMoat Consulting . Here are the two articles mentioned: Google “We Have No Moat, And Ne...

This week’s podcast is about AutoGPT / AgentGPT and how it is leading to the rise of digital agents. This will lead to the emergence of non-human platforms and business models. 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 . ----—...

This week’s podcast is about AutoGPT / AgentGPT and two other cool new technologies. 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 are the three technologies mentioned: 5.5G and immersive and experiential video everywhere....

This week’s podcast is TikTok's international success. 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 are my three factors for succeeding internationally: 1.  Has a 10x product and user experience. Plus early mover. Plu...

This week’s podcast is about why Americans must protect TikTok. TikTok is not the big and proven threat to freedom and privacy. The US Censorship Regime is. For now, TikTok is necessary to break the censorship monopoly and restore free speech to Silicon Valley. You can listen to this podcast here , which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts . Here is...

This week’s podcast is about network effects, as described by James Courrier and NFX. 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 the NFx Network Effects manual . Here are NFX's 16 network effects, in order of str...

This week’s podcast is about machine learning and prediction as a capability. You can listen to this podcast here , which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts . Here is podcast on the intangible asset framework . Here is the link to the TechMoat Consulting . Here is the link to the China Tech Tour . —— Related articles: An Intro to Discount Rates and...