The Tech Strategy Podcast

Latest Episodes:

5 Steps to Get Started in Agentic Commerce (287) Jul 05, 2026

Show notes

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 the USA is now:

Open source, downloadable and non-embargoable models plus
Low cost, tech agnostic AI architecture

Which probably means China. And probably Nvidia.

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 our Tech Tours.

The 5 steps to get into agentic commerce are:

Start building a council of LLMs.
1. This means a couple of frontier models and lots of open source (a symphony of models). The net is a composable model with a router than directs all queries.
The key AI and agents need to be able to code. That is their superpower.
Get to the tipping point where an end-to-end workflow has agents and AI, with no humans in the loop. Then you can scale up to 100-200 agents.
1. This means fixing the quality problems before you scale.
Get to the tipping point where agents create agents (an agent factory). This gest you to thousands of agents.
1. This includes onboarding, training and oversight of agents.
Centralize enterprise data and context for AI and agents.
1. You need updated centralized data that your enterprise AI can access.
2. A lot of data is born somewhere else. Salesforce. System of record. ERP systems.

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I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.

I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.

My Moats and Marathons book series is a 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

Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286) Jun 15, 2026

Show notes

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, downloadable and non-embargoable models plus
Low cost, tech agnostic AI architecture

Which probably means China.

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 our Tech Tours.

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I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.

I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.

My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.

Support the show

What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285) Jun 06, 2026

Show notes

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 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 our Tech Tours.

Here are the 3 mentioned steps in Elon's approach (in my opinion). This is an interesting example of a Shaping Strategy.

Step 1: Identify a huge TAM. Ideally over $1T. Ideally with a weak incumbent.
Step 2: Solve the problem with world-class engineering.
Step 3: Run an innovation marathon focused on rapid improvements and cost reductions. Vertical integration and repeatability are key to this.

Here is the book by Chris Zook on Repeatability.

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I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.

I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.

My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.

Support the show

The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247) Jun 06, 2026

Show notes

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 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 our Tech Tours.

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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

The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239) Jun 06, 2026

Show notes

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 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 our Tech Tours.

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

Support the show

How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283) Jun 06, 2026

Show notes

This week’s podcast is about consumer electronics. And lessons I learned from Huawei's recent product event.

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 our Tech Tours.

4 dimensions for consumer electronics.

Ecosystem building.
Software and AI.
Emotional impact and resonance.
Tech leadership.

Cheers, Jeff

Huawei Breaks into High Fashion with a Luxury, Jeweled Smartwatch (2 of 3) (Tech Strategy)

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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.

I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.

Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.

Support the show

My 5 Takeaways from Mobile World Congress 2026 (278) Jun 06, 2026

Show notes

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 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 our Tech Tours.

Here are my 5 takeaways.

Huawei’s Atlas 950 SuperPOD is a Shift to Massively Integrated AI Compute
The UnifiedBus. This is How Huawei Solves the 8,192 NPU Connection Problem
Building Ecosystems is the Key to US vs. China AI Cloud
Get Ready for Agent-Native Networks
AI Data Platforms are really important. It’s hard to separate KVCache / memory, data and knowledge.

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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.

I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.

Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.

Support the show

3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277) Jun 06, 2026

Show notes

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 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 our Tech Tours.

Here are my 3 lessons.

Lesson 1: In wearables, Huawei is pulling ahead of the pack in screens and battery tech
Lesson 2: "Breakthrough tech" plus "emotional resonance" is a good consumer electronics strategy
Lesson 3: Runners are a great customer group for smart products and services

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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.

Support the show

My Explanation of Tencent's Big, Revamped Push in AI and Agents (284) Jun 05, 2026

Show notes

This week’s podcast is about Tencent's revamped approach to AI and agents.

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 our Tech Tours.

Here is the McKinsey & Co article on arenas.

Here is what Tencent has been doing in AI and agentic products.

Tencent Rebuilt Its Model Building Infrastructure
Tencent Kicked Things Off with the Hunyuan Hy3 Preview
Additional Models Are Being Developed. I’m Pretty Excited about the World Models.
Tencent is Accelerating the Release of New and Upgraded AI Products. And Agents (i.e., Lobsters) Are the Current Focus.

Here is my explanation:

Pillar 1: Anchor Your AI Agent Strategy on High Value, Scalable Use Cases
Pillar 2: Balance Aggressive Market Share Growth with Incremental Revenue Capture
Pillar 3: Prepare for Large, Ongoing Investments and Escalating Industry Competition as the Cost of Dominating this New Economic Arena

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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.

I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.

Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.

Support the show

What Matters in China Tech Right Now (282) May 01, 2026

Show notes

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 graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to our Tech Tours.

The five topics are:

New operating model: “Humans agents robots”
China semiconductor biz
Foundation models
It’s all about agents
Robots and embodied AI

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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.

I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.

Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.

Support the show

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