The Tech Strategy Podcast

Latest Episodes:

The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246) Apr 30, 2025

Show notes

This week’s podcast is about audience builder platforms.

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 main points:

Misconception 1: Audience Builder Platforms Are Just Content Hubs with Libraries
Misconception 2: Audience Builder Platforms Are Highly Profitable
Misconception 3: Audience Builder Platforms Get You “Winner Take All” Dynamics
Misconception 4: Audience Builders Have Two Main User Groups – Creators and Viewers
Misconception 5: A Content Library Is a Barrier to Entry

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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

Lessons from My Visit to Alibaba Cloud (244) Apr 19, 2025

Show notes

This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.

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 main points:

1-Social and community platform commerce.

Livestreaming (entertaining plus impulse shopping)
Community platforms. Interest based social commerce.

2-Discovery-driven customer experiences and conversational search. Not keywords.

Focus on discovery phase and impulse purchases.
AR/VR (image search is easy version)
Hyper personalization
AI0driven browsing and conversational search

3-Tools to level the playing field

Chatbot for CSR
LLMs
Content generation for marketing

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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.

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

Lessons from My Visit to Baidu Headquarters (243) Apr 11, 2025

Show notes

This week’s podcast is about my visit to Baidu.

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

Lessons from My Visits to Xiaomi and Unitree Robotics (242) Mar 30, 2025

Show notes

This week’s podcast is about my visits to Xiaomi and Horizon Robotics.

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.

Lessons from Xiaomi

Consumption ecosystem. Car, person, home
High performance management
Rapid manufacturing build out as a capability. Cheap. But also fast and flexible. Upgrades. Increasing combined with software and AI

Lessons from Unitree

Big jump in agility.
Limited use cases for them today.
Programmed in simulation and downloaded. Sim to Lab. ML at edge, vs download vs connectivity

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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

An Introduction to WeRide (241) Mar 18, 2025

Show notes

This week’s podcast is about WeRide. And about real-world AI.

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.

Major Factors:

Tech capabilities and progress
Commercialization and adoption of products
Economies of scope
Management performance

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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

Horizon Robotics and the Rise of Chinese AVs / Real World AI (240) Mar 10, 2025

Show notes

This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when coming out of China.

I am also trying to figure out how ecosystems of developers can become strengths for business. Especially when amplified by 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 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

Start Launching AI Agent Pilots ASAP (238) Feb 06, 2025

Show notes

This week’s podcast is about what businesses should know about AI 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.

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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

The China Tech Tsunami: How DeepSeek, BYD, TikTok and Others Are Replacing US Tech Leadership (237) Jan 26, 2025

Show notes

This week’s podcast is about the recent wave of Chinese tech companies that is shocking Western businesses and politicians.
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 mega-trends that matter here are:

Rising Chinese consumers
Manufacturing scale
Brainpower behemoth
Money

Here is DeepSeek. You can try it for free here:

chat.deepseek.com

And you can try Alibaba's Qwen here.

https://chat.qwenlm.ai/

You can try Kling AI here.

https://klingai.com/

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Related articles:

From the Concept Library, concepts for this article are:

EV AV Auto
Robotics
GenAI

From the Company Library, companies for this article are:

BYD
Unitree
Kuaishou / Kling AI
Huawei
Baidu AI Cloud
Alibaba Cloud
MiniMax / Hailuo AI
DeepSeek

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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

The 4 Engines of Alibaba's AI Plus Ecommerce Empire (236) Jan 18, 2025

Show notes

This week’s podcast is about 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.
Here are the 4 engines:

Re-Igniting Growth in Their Now Re-Organized Ecommerce Business
Accelerating the Build Out of their Global Smart Logistics Network – Starting with Cross-Border Express Delivery
Big Investments in Alibaba Cloud. With Price Cuts to Push Adoption.
Pioneering New and Game Changing GenAI Services

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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 Things Everyone Gets Wrong About Economies of Scale (235) Jan 12, 2025

Show notes

This week’s podcast is about economies of scale.
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 things everyone gets wrong:
1 - Not breaking economies of scale into its multiple types
2 – Overlooking the Negative Impact of a Non-Circumscribed and / or High Growth Market
3 – Not Understanding Minimum Efficient Scale, Indivisibility, and Scale Differentials
4 - Impact of Digital Disruption
5 – The Need for Demand Side Competitive Advantages
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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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