The Tech Strategy Podcast

Latest Episodes:

Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 1 of 2) (185) Nov 17, 2023

Show notes

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 summary of digital operating basics (Dr. Ram’s book combined with some of my own thinking):

Rapid Growth at Small Incremental Cost. And Without Constraints.
Never-Ending Personalization and Customer Improvements.
Digital Core for Management and Operations.
Connectedness, Interoperability and Coordination-Based Operating Models (Including Platforms and Ecosystems).
Leadership and Management.
People, Culture and Teams.
Sustainable Cash Engine that Scales

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Related articles:

From the Concept Library, concepts for this article are:

Digital Operating Basics

From the Company Library, companies for this article are:

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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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Digital Strategy Lesson: An Introduction to Rate of Learning (184) Nov 02, 2023

Show notes

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 week:

Expanded export ban for GPUs to China (here)
Eureka AI training robots in advanced tasks (here)
iQIYI signs deal with Thailand's Tourism Authority (here)

Photo by Tim Mossholder on Unsplash

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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Support the show

3 Things I'm Watching for on Singles' Day (183) Oct 23, 2023

Show notes

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 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.
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Related articles:

From the Concept Library, concepts for this article are:

Singles Day

From the Company Library, companies for this article are:

Alibaba

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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.

Support the show

5 Ways 5G and 5.5G Are Game Changers for Business (182) Oct 15, 2023

Show notes

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 Free 3D
Self-Guided Vehicles
Next Gen Manufacturing
Cellular IoT
Intelligent Computing Everywhere

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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Support the show

Is Life Just AI Agents Plus Gaming Engines? (181) Oct 09, 2023

Show notes

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.
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Related articles:

From the Concept Library, concepts for this article are:

GPT and Generative AI: AutoGPT
Digital Marathon: Zero human operations
Digital vs. Human Agents
Platform Business Models: Non-Human Platforms and Business Models

From the Company Library, companies for this article are:

OpenAI / ChatGPT
AgentGPT

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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Support the show

My Predictions for Apple vs. Huawei in China (178) Sep 14, 2023

Show notes

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.

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From the Concept Library, concepts for this article are:

Role of the State
China

From the Company Library, companies for this article are:

Apple
Huawei

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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.

Support the show

JD's Big Play for Low Cost China (177) Sep 07, 2023

Show notes

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, contact us at TechMoat Consulting
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Related articles:

From the Concept Library, concepts for this article are:

Marketplace Platforms
Digital Physical Hybrid

From the Company Library, companies for this article are:

JD.com

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Understanding Hyper-Politicized China (176) Aug 28, 2023

Show notes

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.
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Related articles:

From the Concept Library, concepts for this article are:

Role of the State

From the Company Library, companies for this article are:

Support the show

3 Rules for Winning Big in Digital (175) Aug 23, 2023

Show notes

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 TechMoat Consulting.
Here are the three rules:
Rule 1: The Need for Speed
Rule 2: Intangibles - You Need Invisible Engines to Win
Rule 3: Leadership – Everybody Falls the First Time
Here are the 4 intangible assets mentioned.

4 Types of Intangible Assets in Digital Businesses (Tech Strategy – Podcast 151)

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From the Concept Library, concepts for this article are:

Digital transformation
Leadership digital divide
4 intangible assets

From the Company Library, companies for this article are:

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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Support the show

3 Strategy Lessons from My Visit to Ant (174) Aug 13, 2023

Show notes

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.
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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 boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.

Support the show

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