The Tech Strategy Podcast

Latest Episodes:

The Sexy But Dangerous Economics of Digital (173) Aug 04, 2023

Show notes

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.
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Related articles:

From the Concept Library, concepts for this article are:

Digital Costs
Pricing / Versioning
Willingness to Pay / Consumer Surplus

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.
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

What's Next for iQIYI and Video Entertainment? (172) Jul 23, 2023

Show notes

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.
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Related articles:

From the Concept Library, concepts for this article are:

4 Intangible Assets
Audience-builder platforms
Generative AI

From the Company Library, companies for this article are:

iQIYI

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Threads Will Beat Twitter (Assuming Good Engagement and Product Market Fit) (171) Jul 13, 2023

Show notes

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 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:

Complementary platforms
Audience-builder platforms
SMILE Marathon: Sustained Innovation

From the Company Library, companies for this article are:

Twitter
Meta / Facebook / Instagram / Threads

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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

3 Strategy Lessons from My Visit to ByteDance (169) Jun 24, 2023

Show notes

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 accurate.

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:

From the Concept Library, concepts for this article are:

Externalization of Capabilities
4 Terrains and Strategies

From the Company Library, companies for this article are:

ByteDance

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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

3 Digital Strategy Lessons from Epic Games and NetEase (168) Jun 17, 2023

Show notes

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.
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Related podcasts and articles are:

JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)

From the Concept Library, concepts for this article are:

Platforms vs. ecosystems
Online Gaming

From the Company Library, companies for this article are:

NetEase
Epic Games

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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

How WeChat Became the Everything App (167) Jun 10, 2023

Show notes

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.

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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

4 Insights from the Head of JD Smart Logistics Park (166) May 27, 2023

Show notes

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.

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Related podcasts and articles are:

JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)

From the Concept Library, concepts for this article are:

From the Company Library, companies for this article are:

JD Logistics
JD

-------
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 Steps to Supercharge Your Business and Career with Generative AI (165) May 22, 2023

Show notes

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 Improve Internal Productivity
Step 3: Use to Improve Products, Services, and the Customer Experience (DOB2)
Here are the tools I use all day long:

ChatGPT4 with Plugins and Web Browsing
- Plugins: Show Me, Zapier, SEO Optimizer
Google Bard
Bing AI
Midjourney and Leonardo AI
AgentGPT

Other tools I am experimenting with:

Zapier
Runway ML
Opus Clips
PDF.AI
AskAI
AI Transcriptions by Riverside and Otter.ai
Docuask
Lots of ChatGPT Plugins

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Related articles:

From the Concept Library, concepts for this article are:

GPT and Generative AI

From the Company Library, companies for this article are:

OpenAI / GPT / ChatGPT
Google / Bard

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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.
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

Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164) May 09, 2023

Show notes

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:

My (working) conclusions are:

Technology does not have moats. Business models have moats.
We are looking for competitive defensibility, not moats.
Adoption by dominant players with big moats that are not being impacted will be the biggest beneficiaries.
Foundation models will likely advance from early mover plus digital marathon to defensible moats in platform business models.
- Innovation platforms. These are likely. And offer a model for coexistence with open source models.
- Learning platform. It is unclear how these will evolve. They will be different than search,

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Related articles:

From the Concept Library, concepts for this article are:

GPT and Generative AI
Innovation Platforms
Learning Platforms

From the Company Library, companies for this article are:

OpenAI / GPT / ChatGPT
Google / Bard

--------
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.
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

AutoGPT: The Rise of Digital Agents and Non-Human Platforms & Business Models (163) May 04, 2023

Show notes

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.
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Related articles:

From the Concept Library, concepts for this article are:

GPT and Generative AI: AutoGPT
Zero human operations
Digital Agents
Non Human Platforms and Business Models

From the Company Library, companies for this article are:

OpenAI / ChatGPT
AgentGPT

——–
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

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