The Tech Strategy Podcast
A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Lessons on 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
245 episodes
Lessons from My Visit to Alibaba Cloud (244)
This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.You can listen to this podcast here, which has...
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Season 1
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Episode 244
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49:23
Lessons from My Visit to Baidu Headquarters (243)
This week’s podcast is about my visit to Baidu.You can listen to this podcast here, which has the slides and graphics men...
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Season 1
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Episode 243
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29:08
Lessons from My Visits to Xiaomi and Unitree Robotics (242)
This week’s podcast is about my visits to Xiaomi and Horizon Robotics.You can listen to this podcast here, whic...
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Season 1
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Episode 242
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53:01
An Introduction to WeRide (241)
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 mention...
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Season 1
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Episode 241
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36:14
Horizon Robotics and the Rise of Chinese AVs / Real World AI (240)
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-...
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Season 1
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Episode 240
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58:00
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
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Season 1
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Episode 239
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41:56
Start Launching AI Agent Pilots ASAP (238)
This week’s podcast is about what businesses should know about AI Agents.You can listen to this podcast here, which has the ...
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Season 1
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Episode 238
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45:17
The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237)
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
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Season 1
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Episode 237
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47:26
The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236)
This week’s podcast is about Alibaba.You can listen to this podcast here, which has the slides and graphics menti...
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Season 1
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Episode 236
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35:50
5 Things Everyone Gets Wrong About Economies of Scale (235)
This week’s podcast is about economies of scale.You can listen to this podcast here, which has the slides and ...
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Season 1
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Episode 235
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31:52
3 Lessons from My Visit to Trip.com (234)
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 grap...
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33:37
Why Threads Might Beat X-Twitter After All (233)
This week’s podcast is about Threads (Meta Facebook) vs. X (Twitter).You can listen to this podcast here, which has the s...
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Season 1
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Episode 233
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42:16
3 Take-Aways from My Interview with Alibaba Cloud (232)
This week’s podcast is about my interview with Dongliang Guo, Head of International at Alibaba Cloud.You can listen to this podcast
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Season 1
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Episode 232
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31:23
Extreme Personalization: How GenAI Can Supercharge Customer Improvements (231)
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
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Season 1
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Episode 231
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35:43
3 Ecommerce Lessons from My Visits to China’s Digital Leaders (230)
This week’s podcast is what I learned about ecommerce from my visits to China's leading players.You can listen to this podcast
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Season 1
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Episode 230
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33:24
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How Cainiao Will Win in Smart Logistics Everywhere (229)
This week’s podcast is about how Cainiao is expanding internationally with smart logistics.You can listen to this podcast
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38:27
Why Beauty Ecommerce and Beauty Tech Are So Attractive (228)
This week’s podcast is about why I like beauty ecommerce. And beauty tech.You can listen to this podcast here...
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Season 1
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Episode 228
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38:10
Why Every Business Must Run a Personalization Marathon (227)
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
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Season 1
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Episode 227
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37:29
Everything is Politics Now: The Dark Side of Digital Networks (226)
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 l...
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Season 1
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Episode 226
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38:31
My 6 Questions for Network Effects. And Its 4 Big Effects. (225)
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...
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Season 1
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Episode 225
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36:38
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Why TikTok Is More Powerful than Netflix. 5 Lessons from Consumer Video. (224)
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
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Season 1
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Episode 224
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41:48
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3 Lessons from the Fall (and Maybe Rise) of Coinbase (223)
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
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Season 1
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Episode 223
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46:37
5 Reasons Travis Kalanick’s CloudKitchens Is Better Than Uber. In Theory. (222)
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
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Season 1
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Episode 222
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36:09
