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    Technology

    The Tech Strategy Podcast

    We help digital AI businesses build competitive moats. And launch agentic initiatives fast.

    Hosted by a professor and founder of Agentic Org Now, the Tech Strategy Podcast delivers deep dives into digital strategy, platform economics, and emerging agentic business models. 

    Episodes combine lessons from tech giants (mostly Asian) and practical frameworks for management teams.

    No guest interviews. No PR fluff. Just strategic analysis and lessons.

    You can subscribe to The Agentic Frontier Email and get your free book at AgenticOrgNow.com.

    Disclaimer: For educational purposes only. Not investment advice.

    Advertise

    Copyright: © 2022 The Tech Strategy Podcast

    • Apple Podcasts
    • Google Play
    • Spotify
    Latest Episodes:
    2 Problems with Scaling Agentic AI (281) Apr 21, 2026
    Show notes

    This week’s podcast is about quality datasets and the context layer. Both are needed to scale agentic AI operating systems.

    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 past articles on data operations:

    • Data Network Effects and Data Scale Aren’t Moats (1 of 2) (Tech Strategy)
    • My Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)
    • The GenAI / Agentic Operating Basics (Tech Strategy)

    Here is the mentioned McKinsey & Co and a16z articles.

    • Building the foundations for agentic AI at scale
    • Your Data Agents Need Context

    --------

    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.

    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

    The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280) Apr 06, 2026
    Show notes

    This week’s podcast is about MEDVi, the world's first +1B revenue company with only one employee. It was founded in 2024 by Michael Gallagher.

    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 5 lessons:

    1. GenAI and agents are creating powerful new position as the primary user interface
    2. ABCs (assistants, brokers, concierges) are going to cut off a lot of merchants and brands from buyers.
    3. Human users are going to become much hard to reach. You need their eyeballs.
    4. MEDVi is a good examples of the ability of GenAI to enable new types of ecommerce coordination.
    5. Agent workers are a powerful organizational structure. It is going to disrupt human heavy businesses.

    ------

    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.

    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

    Moats and Marathons: Chapter 1 - Introduction (279) Apr 02, 2026
    Show notes

    This week’s podcast is a summary of Chapter 1 (Introduction) of my updated Moats and Marathons books.

    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.

    --------

    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.

    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

    The Winners and Losers in Seedance’s Total Disruption of Hollywood (276) Feb 16, 2026
    Show notes

    This week’s podcast is about the big release of Seedance 2.0 by Bytedance.

    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 some videos I made (here).

    Here are the winners:

    1. Viewers. It's amazing.
    2. GPUs and data centers. Plus energy providers.
    3. IP holders that get lots of attention.
    4. Independent creators who will get lots attention and creative satisfaction.
    5. Business content creators - especially in ads and content.
    6. Platform biz models. Audience builders like YouTube and TikTok. Plus marketplaces like Taobao.
    7. iQiyi and combinations of streaming and audience builders.
    8. Netflix and pure streamers (maybe).

    Here are the losers:

    1. Most professional production companies. Most tv and film studios. Basically, any business that has been relying on scale in content creation.
    2. Ad agencies focused on content creation.
    3. Individuals and firms with specialized skills related to tv and film production.
    4. Independent content creators trying to monetize
    5. Los Angeles?
    6. Hollywood's managerial class.
    7. Political activists embedded in entertainment.

    Here are my past articles / podcasts on this:

    • Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (Tech Strategy – Podcast 150)
    • How Generative AI Is Going to Disrupt YouTube and TikTok (Tech Strategy – Podcast 152). Jan 2023
    • How Generative AI Services Are Disrupting Platform Business Models (1 of 2) (Tech Strategy – Daily Article)

    -------

    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.

    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 r

    Support the show

    Alibaba's 8 Big AI Apps (275) Feb 09, 2026
    Show notes

    This week’s podcast is my watch list for what Alibaba is doing in AI Apps.

    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.

    I am watching:

    • Qwen
    • DingTalk
    • Amap
    • Quark

    Plus,

    • Accio and Aidge
    • Tmall and Taobao
    • Fliggy
    • Youku and Wan

    --------

    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.

    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 I Think About Digital Moats (274) Jan 31, 2026
    Show notes

    This week’s podcast is a summary of my approach to moats in digital businesses.

    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.

    ---------

    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.

    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

    7 Take-Aways from My Visit to Alibaba (273) Jan 23, 2026
    Show notes

    This week’s podcast has my take-aways from my Nov 2026 visit to Alibaba.

    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 take-aways are:

    1. “AI Plus Ecommerce” Is the Big Focus Domestically
    2. The China Instant Commerce War Was Entertaining
    3. The Instant Commerce War Strategically Important for Alibaba
    4. Alibaba’s Liya and Digital KOLs Are Amazing
    5. Alibaba’s “AI Plus Ecommerce” Is Going International. Definitely Try These.
      1. Accio
      2. Aidge
    6. The Alibaba AI Apps I Am Watching
      1. DingTalk
      2. Quark
      3. Amap
      4. Qwen
      5. Wan
      6. Tongyi Deep Research
    7. 6 Six Alibaba values

    ------

    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.

    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

    My 4 Step GenAI Strategy (272) Jan 11, 2026
    Show notes

    This week’s podcast is a summary of my GenAI playbook. It is the summary of 12 articles.

    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 mentioned graphics are here.

    That’s it for the GenAI playbook.

    Cheers, Jeff

    -------

    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.

    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

    7 Tech Predictions for 2026 (271) Dec 31, 2025
    Show notes

    This week’s podcast has my predictions for 2026.

    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.

    My predictions are:

    1) It Will be Another Big Year For Google Gemini

    2) GenAI Data Architecture in Enterprises Will Be the Critical Capability

    3) AI Service Business Models vs. Platform Business Models Is the Big Question.

    4) AI Agents and Agent Operating Basics Are the Other Critical Capability for Businesses

    5) Agentic Ecommerce Will Be a Major Disruption

    6) AI Cloud Businesses Will Continue to Lead

    7) China Will Shock the World with Robotics and Physical AI

    ----------

    I am a consultant and keynote speaker on how to supercharge digital growth and build digital moats.

    I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.

    I am also author of the Moats and Marathons book series, 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

    Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270) Dec 18, 2025
    Show notes

    This week’s podcast is about the likely impact of agents on ecommerce. And specifically on tourism.

    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 mentioned McKinsey report.

    ----------

    I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.

    I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.

    I am also author of the Moats and Marathons book series, 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

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