The Tech Strategy Podcast
A podcast by TechMoat Consulting on the strategies and best practices of leading digital companies. Especially in China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Best practices and lessons in important digital concepts.
Lots more information available at Jefftowson.com and techmoatconsulting.com
To marketers, I do not have podcast guests.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.
Episodes
281 episodes
Huawei and China Unicom Pioneered "Robot-Native Networks" at the World Humanoid Robot Competition (294)
This week’s podcast is about the robot-native network Huawei and China Unicom built for the World Humanoid Robot Games (WHRG) in Beijing.You can listen to this podcast
5 Take-Aways from the Unitree Filing (293)
This week’s podcast is about Unitree, which is about to go public.Plus, there is a quick intro to Tencent's Robot Brain (Tairos).You can listen to this podcast
Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292)
This week’s podcast is about Shein, which is about to go public. It has had a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward. You can listen to this podca...
DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291)
This week’s podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are:AgiBot (discussed in last podcast)Galbot<...
Why I Like AgiBot Robotics (290)
This week’s podcast is about AgiBot, a fast rising full stack robot business in Shanghai.You can listen to this podcast here, which has th...
My 4 Take-Aways from WAIC 2026 (289)
This week’s podcast is about my visit to WAIC 2026 in Shanghai.You can listen to this podcast here, which has the slides and graphics ...
Meituan's LongCat Has Just Made China AI Independent (288)
This week’s podcast is about the development and launch of Meituan's LongCat 2.0 LLM. This 1.6T parameter, frontier model was trained entirely on domestic hardware. That's a big milestone.You can listen to this podcast
5 Steps to Get Started in Agentic Commerce (287)
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 t...
Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286)
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, d...
What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285)
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
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)
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
The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239)
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
How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283)
This week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product event.You can listen to this podcast
My 5 Takeaways from Mobile World Congress 2026 (278)
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
3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277)
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
My Explanation of Tencent's Big, Revamped Push in AI and Agents (284)
This week’s podcast is about Tencent's revamped approach to AI and agents.You can listen to this podcast he...
What Matters in China Tech Right Now (282)
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 gr...
2 Problems with Scaling Agentic AI (281)
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
The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280)
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
Moats and Marathons: Chapter 1 - Introduction (279)
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...
The Winners and Losers in Seedance’s Total Disruption of Hollywood (276)
This week’s podcast is about the big release of Seedance 2.0 by Bytedance.You can listen to this podcast
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Alibaba's 8 Big AI Apps (275)
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 graphi...
How I Think About Digital Moats (274)
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 sli...
