The Tech Strategy Podcast podcast

The Tech Strategy Podcast

A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Lessons on important digital concepts.Lots more information available at [Jefftowson.com] (www.jefftowson.com) and techmoatconsulting.comTo marketers, I do not have podcast guests. This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.

A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Lessons on important digital concepts.Lots more information available at [Jefftowson.com] (www.jefftowson.com) and techmoatconsulting.comTo marketers, I do not have podcast guests. This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.

 

#261

My Playbook for Data-Empowered Operations (261)

This week’s podcast is a quick summary of how to use data in operations.  You can listen t... more

17 Sep 2025

33 MINS

33:31

17 Sep 2025


#260

Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)

This week’s podcast is about why bundling (and cross-selling and upselling) are so powerfu... more

07 Sep 2025

52 MINS

52:30

07 Sep 2025


#259

My Playbook for Digital Growth (259)

This week’s podcast is about digital growth, which is really a process. It's a weekly grin... more

31 Aug 2025

47 MINS

47:08

31 Aug 2025


#258

Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)

This week’s podcast is about habit formation. And Gmail is a good example of a moderate ve... more

24 Aug 2025

42 MINS

42:28

24 Aug 2025


#257

4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)

This week’s podcast is about generative AI strategy. And it's my summary of some key point... more

17 Aug 2025

45 MINS

45:54

17 Aug 2025


#256

Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (25...

This week’s podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty ... more

07 Aug 2025

42 MINS

42:21

07 Aug 2025


#255

Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)

This week’s podcast is about search-focused vs. interaction / engagement focused ecommerce... more

27 Jul 2025

52 MINS

52:34

27 Jul 2025


#254

3 Lessons from My Visit to Tencent AI Cloud (254)

This week’s podcast is about my visit to Tencent AI Cloud in Beijing. You can listen to th... more

18 Jul 2025

38 MINS

38:55

18 Jul 2025


#253

How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253)

This week’s podcast is about how Alibaba.com restructured its business and re-ignited grow... more

07 Jul 2025

42 MINS

42:07

07 Jul 2025


#252

How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252)

This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps... more

27 Jun 2025

48 MINS

48:27

27 Jun 2025


#251

5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251)

This week’s podcast is about scale advantages. Which are different than economies of scale... more

19 Jun 2025

46 MINS

46:46

19 Jun 2025


#250

Strategies for Fragmented (and Other Highly Competitive) Industries (250)

This week’s podcast is about fragmented industries. And other industry structures that are... more

11 Jun 2025

44 MINS

44:52

11 Jun 2025


#249

3 Take-Aways from My Visit to Tencent (249)

This week’s podcast is about my visits to Tencent. Which is becoming much more about AI. Y... more

01 Jun 2025

34 MINS

34:48

01 Jun 2025


#248

From Learning and Adaptation to Intelligence (248)

This week’s podcast is about learning and adaptation as a core capability. Which is becomi... more

23 May 2025

42 MINS

42:01

23 May 2025


#247

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

This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approa... more

16 May 2025

44 MINS

44:03

16 May 2025


#246

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

This week’s podcast is about audience builder platforms. You can listen to this podcast <a... more

30 Apr 2025

48 MINS

48:07

30 Apr 2025


#245

Lessons from My Visit to Alibaba Cloud (244)

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

19 Apr 2025

49 MINS

49:23

19 Apr 2025


#244

Lessons from My Visit to Baidu Headquarters (243)

This week’s podcast is about my visit to Baidu. You can listen to this podcast <a href='ht... more

11 Apr 2025

29 MINS

29:08

11 Apr 2025


#243

Lessons from My Visits to Xiaomi and Unitree Robotics (242)

This week’s podcast is about my visits to Xiaomi and Horizon Robotics. You can listen to t... more

30 Mar 2025

53 MINS

53:01

30 Mar 2025


#242

An Introduction to WeRide (241)

This week’s podcast is about WeRide. And about real-world AI. You can listen to this podca... more

18 Mar 2025

36 MINS

36:14

18 Mar 2025


#241

Horizon Robotics and the Rise of Chinese AVs / Real World AI (240)

This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when co... more

10 Mar 2025

58 MINS

58:00

10 Mar 2025