The Tech Strategy Podcast

Latest Episodes:

AutoGPT and Other Tech I Am Super Excited About (162) Apr 26, 2023

Show notes

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.
AutoGPT and AgentGPT.
Human organizational structure adopting software architecture.

—–---
Related articles:

From the Concept Library, concepts for this article are:

GPT and Generative AI: AutoGPT

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.
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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Why TikTok and Shein Won Internationally. And Why WeChat and Kuaishou Didn't (161). Apr 18, 2023

Show notes

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. Plus big spending (marketing, acquisitions, hiring, etc.)
2. The service is standardizable cross-border. Little need for localization and/or local services.
3. It build on advantages. Or the business builds competitive advantages and entrenches rapidly.
—–
Related articles:

From the Concept Library, concepts for this article are:

From the Company Library, companies for this article are:

ByteDance / TikTok / Douyin
WeChat
Kuaishou
Shein
Temu / Pinduoduo

——–
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

Why American Citizens Must Protect TikTok (For Now) (159) Mar 29, 2023

Show notes

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 the link to the TechMoat Consulting.
Here is the link to the China Tech Tour.
Here is the statement by TikTok CEO Shou Zi Chew.
Here is Glenn Greenwald's System Update
——--
Related articles:

From the Concept Library, concepts for this article are:

Information flows
Social media

From the Company Library, companies for this article are:

TikTok
Twitter
Rumble

——–
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

NFX’s 16 Network Effects. Plus, Embedding and Other Small Digital Stuff (158) Mar 21, 2023

Show notes

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 strength:

Physical (e.g. landline telephones)
Protocol (e.g. Ethernet)
Personal Utility (e.g. iMessage, WhatsApp)
Personal (e.g. Facebook)
Market Network (e.g. HoneyBook, AngelList)
Marketplace (e.g. eBay, Craigslist)
Platform (e.g. Windows, iOS, Android)
Asymptotic Marketplace (e.g. Uber, Lyft)
Data (e.g. Waze, Yelp!)
Tech Performance (e.g. Bittorrent,Skype)
Language (e.g. Google, Xerox)
Belief (currencies, religions)
Bandwagon (e.g. Slack, Apple)
Expertise (Figma, Microsoft Excel)
Tribal (Apple, Harvard, NY Yankees…)
Hub-and-Spoke (TikTok, Medium, Craigslist)

——
Related articles:

From the Concept Library, concepts for this article are:

Network Effects
Data Advantages and Network Effects
Embedding
Bandwagon Effects

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 r

Support the show

Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157) Mar 14, 2023

Show notes

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:

From the Concept Library, concepts for this article are:

Capabilities, Resources and Assets (CRAs)
Machine learning / AI
SMILE Marathon: Machine Learning

From the Company Library, companies for this article are:

——–
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

Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156) Mar 10, 2023

Show notes

This week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits.
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.
——
Related podcasts and articles are:

From the Concept Library, concepts for this article are:

Economies of Scale: Geographic and Distribution Density
Ecommerce

From the Company Library, companies for this article are:

Grab
Dingdong

——–
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

Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155) Feb 27, 2023

Show notes

This week’s podcast is a rant about the common "China is going to collapse" narrative. Most recently made by Peter Zeihan on Joe Rogan.
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.
Peter's interview with Joe on China is here.
Here is the Bank of Japan study.
Here are the two books mentioned:

———
Related podcasts and articles are:

Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)

From the Concept Library, concepts for this article are:

From the Company Library, companies for this article are:

——–
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

Monster Energy and How CPG Brands Can Win in Digital (154) Feb 21, 2023

Show notes

This week’s podcast is about Monster Energy and my approach for winning in digital as a CPG brand.
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.
———
Related podcasts and articles are:

Habits, Chemistry and Mindless Behavior As Competitive Advantages (Asia Tech Strategy – Daily Update)

From the Concept Library, concepts for this article are:

Competitive Advantage: Share of Consumer Mind
Digital Marathon: Ecosystem / Platform Participation
CPG and FMCG

From the Company Library, companies for this article are:

Monster Energy

--------
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.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
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

Generative AI's 5 Digital Superpowers (153) Feb 11, 2023

Show notes

This week’s podcast is about more about generative Ai as a disruptive technology and business model.
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.
———
Related articles:

From the Concept Library, concepts for this article are:

Generative AI
7 Digital Superpowers

From the Company Library, companies for this article are:

Midjourney
Runway
OpenAI / ChatGPT

——–
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.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
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

How Generative AI Is Going to Disrupt YouTube and TikTok (152) Jan 30, 2023

Show notes

This week’s podcast is about more about generative Ai as a disruptive technology and business model. My argument is it is going to disrupt many dominant platform business models - like YouTube, and TikTok.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the mentioned AI company Movio.la
Here is the link to the China Tech Tour.
——--
Related articles:

From the Concept Library, concepts for this article are:

Generative AI
AI-Powered Service Business Model

From the Company Library, companies for this article are:

Midjourney
OpenAI / ChatGPT
YouTube
TikTok

———–
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.
I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.
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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