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 and techmoatconsulting.com To 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 ...
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Porter's Five Forces and Why You Shouldn't Be an Influencer / KOL (220)
33:42
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33:42
This week’s podcast is about Ruhnn Holding, KOLs / Influencers and Michael Porter's Five Forces. 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 Tech Tour. Here are some factors to consider when assess…
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Can Bilibili Get to Sustainable Scale and Profits in Specialty Video? (219)
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42:11
This week’s podcast is about Bilibili and its choice between staying with specialty video or going mass market video service. 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 Tech Tour. ---------- Relat…
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The 3 Growth Engines of Lazada (218)
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40:10
This week’s podcast is about Lazada and the current state of ecommerce in Southeast Asia. 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 Tech Tour. -------- I write, speak and consult about how to win…
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Fans, Collectors and Gamblers: The Consumer Behaviors of Pop Mart (217)
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55:41
This week’s podcast is about Pop Mart and its ability to tap into really interesting consumer behaviors. Fan and enthusiast behavior Collecting behavior Gambling and rewards behavior 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 Consul…
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How Ashley Dudarenok Founded and Grew to 2 China-Focused Businesses (Growth Tactics Podcast)
32:34
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32:34
Today’s podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn’t. This episode (located here) is an interview with Ashley Dudarenok, the founder of Alarice (China-focused digital marketing agency) and ChoZan (China digital transformation consultancy. Ashley (ww…
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5 Things I Love About the HubSpot Business Model (Sort of) (216)
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44:30
This week’s podcast is about HubSpot and the really cool aspects of its 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 Tech Tour. Here are the 5 things I like about the business model:…
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Is GenAI Disrupting Salesforce? (215)
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40:54
This week’s podcast is about Salesforce and how generative AI is going to impact its business. 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 Tech Tour. Here are my 3 working conclusions. GenAI is goi…
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The 3 Steps of a Digital Attacker Strategy (214)
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37:32
This week’s podcast is about a common playbook for a digital attacker (whether a digital native or incumbent). 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 Tech Tour. Here are the 3 steps of the dig…
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Mastering Tech Investing: 4 Lessons from Constellation Software (213)
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40:58
This week’s podcast is about Constellation Software. And their approach to software investing. 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 Tech Tour. On the Constellation webpage, they actually lis…
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How Beauty Brand Depology Grew to $20M in Ecommerce Sales in 3 Years (Growth Tactics Series)
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33:10
Today's podcast is part of a new series on Growth Tactics, where we talk to digital businesses that are winning. And dig into what worked and what didn't. Our first episode is an interview with Alex Lee, the CEO and co-founder of beauty brand and DTC ecommerce site Depology. After years of struggle as a small ecommerce site, Alex pivoted to beauty …
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Why Microsoft's Bundles Are So Powerful. As Slack Found Out. (212)
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44:39
This week’s podcast is about Microsoft and how they use bundles to beat competitors. As Slack found out. 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 Tech Tour. Here is the link to the All In Podcas…
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How to Build Barriers to Entry with GenAI and Intelligence (211)
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42:50
This week’s podcast is about where GenAI and intelligence capabilities can create barriers to entry (not competitive advantages). 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 Tech Tour. —–-- I write…
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1
My Generative AI Playbook: Step 2 (210)
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43:17
This week’s podcast is Step 2 in my playbook for CEOs and investors in Generative 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. —---— I write, speak and consult about how to win (and not lose) in digital strategy and tr…
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iQIYI's Playbook for Tech-Empowered Entertainment (209)
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31:13
This week’s podcast is about iQIYI's 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. Cheers, Jeff --------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation. I a…
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Lessons from Visits to JD, iQIYI and Huawei (208)
23:22
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23:22
This week’s podcast is about our Beijing Tech Tour. And my 3 main lessons. 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. My lessons are: JD is flooding money into logistics tech. Increasingly globally. Huawei is showing the…
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1
Alibaba’s Generative AI Strategy (207)
42:06
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42:06
This week’s podcast is about Alibaba and what they are doing in Generative 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. Cheers, Jeff -------- I write, speak and consult about how to win (and not lose) in digital strate…
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Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (206)
27:28
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27:28
This week’s podcast is about ownership vs. access business models. It's a good framework for thinking about digital disruptors such as Airbnb, Uber and Mobike. 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. ———- I write, spe…
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Huawei Is Building the New Data Architecture of Generative AI. Plus, Baidu's New Agent Builder. (205)
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38:04
This week’s podcast is about two interesting parts of the new GenAI Tech Stack. The data infrastructure layer. Where Huawei is a leader. Agent and model building. Where Baidu is a leader. 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 C…
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How to Build GenAI into Operations - Part 2 (204)
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39:22
This week’s podcast is Part 2 on my framework for AI Strategy. Part 1 was in Podcast 203. 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. Which has the details for the Beijing Tech Tour. ------- I write, speak and consult abo…
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A Framework for GenAI Strategy - Part 1 (203)
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44:07
This week’s podcast is a framework for thinking about AI Strategy. And an intro to the AI Tech Stack. 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. ——- I write, speak and consult about how to win (and not lose) in digital s…
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The 3 EV Business Models of BYD, Xiaomi and Tesla (202)
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34:11
This week’s podcast is about how auto companies are changing into digital business models. Specifically, it is about three archetype business models we can see in BYD, Xiaomi and Tesla. 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 Con…
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CRAs Are the Path From Digital Operating Activities to Moats (2 of 2) (201)
38:49
38:49
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38:49
This week’s podcast is Part 2 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. Here is Part 1. 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 Consu…
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The 4 Pillars of Baidu's AI Cloud Strategy (2 of 2) (200)
40:12
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40:12
This week’s podcast is part 2 of a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China’s AI leader. 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 are the four pillars: …
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Why iQIYI Is the GenAI Innovator to Watch in Video Entertainment (199)
41:15
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41:15
This week’s podcast is a deep dive into iQIYI's activities in generative AI, which is a natural evolution from their long focus on digital transformation. 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. ——— I write, speak and…
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1
A Breakdown of Reddit's Really Simple Business Model (198)
50:06
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50:06
This week’s podcast is a deep dive into Reddit, the "community of communities, driven by interests and passions". 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. ---------- I write, speak and consult about how to win (and not…
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Baidu's AI Cloud Strategy Is Great. It's a Flywheel in Industry-Specific Intelligence. (197)
35:53
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35:53
This week’s podcast is a deep dive into Baidu Cloud, a leading provider of cloud and intelligence services. And arguably China's AI leader. 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. ———– I write, speak and consult about…
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3 Lessons from Alibaba Cloud’s AI and Big Data Summit (196)
34:21
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34:21
This week’s podcast is a deep dive into Alibaba Cloud, a leading provider of cloud and intelligence services. They recently had an AI and Big Data Summit in Singapore. 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. ———– I wr…
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Will Automatic Data Processing (ADP) Win Big in Human Capital and Non-Human Workforces? (195)
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49:51
This week’s podcast is a deep dive into Automatic Data Processing (ADP), a leading provider of software and services for human resources. ADP is a company that is surprisingly well positioned to use AI to better manage human capital and build non-human workforces. You can listen to this podcast here, which has the slides and graphics mentioned. Als…
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1
Why TikTok Shop is a Big Problem for Etsy (194)
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43:02
This week’s podcast is a deep dive into Etsy. And how it is leaning into the creativity and human connection aspects of marketplaces. 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 are my 5 questions (thus far) for asse…
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1
Facebook Meta is Mostly 4 Networks and 2 Platforms (193)
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38:10
This week’s podcast is a deep dive into Facebook Meta. And how I break down the business model and the key factors. 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. The 5-6 factors mentioned are: People networks Audience-build…
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BYD Is Running China's "Manufacturing to the World” Playbook (192)
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37:37
This week’s podcast is a deep dive into BYD. And about how Chinese manufacturers go international. 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 article on the AI influencer. ———– I write, speak and consult abou…
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3 Factors Will Determine the Future of Verisign Inc. (191)
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39:44
This week’s podcast is a deep dive into Verisign, Inc (Nasdaq: VRSN). It focuses on the biggest factors for the future of the company. 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. ——– Related articles: A Digital Strategy B…
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Digital Strategy Lesson: CRAs Are the Path From Operating Activities to Competitive Advantage (1 of 2) (190)
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26:56
This week’s podcast is Part 1 of Capabilities, Resources and Assets (CRAs). They are a key part of strategy. And link operating performance with structural advantages. 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 t…
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The 4 Digital Concepts Powering Salesforce, Inc. (Tech Strategy - Podcast 189)
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41:24
This week’s podcast is a deep dive into Salesforce, Inc. It focuses on the biggest competitive strengths of the company. 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 are the comments by Eddie Wu at Alibaba: Aliviews: …
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The Arm Holdings' China Question (188)
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33:22
This week’s podcast is part two of a deep dive into Arm Holdings. About how China and AI are external factors impacting its future trajectory. 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…
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The 4 Digital Concepts Powering Arm Holdings (187)
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39:51
This week’s podcast is part of a company deep dive into Arm Holdings. 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 my summary of the 4 big digital concepts behind Arm Holdin…
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Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 2 of 2) (186)
29:03
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29:03
This week’s podcast is Part 2 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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…
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Digital Strategy Lesson: An Intro to the Digital Operating Basics (Part 1 of 2) (185)
30:02
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30:02
This week’s podcast is Part 1 of an introductory explanation for the Digital Operating Basics. This is a very useful framework for thinking about digital transformation. 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…
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1
Digital Strategy Lesson: An Introduction to Rate of Learning (184)
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25:33
This week’s podcast is an introductory explanation to Rate of Learning (and Adaptation). This is an increasingly important concept in digital 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 the C…
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3 Things I'm Watching for on Singles' Day (183)
29:31
29:31
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29:31
This week’s podcast is about Singles Day, which is coming up fast. Lots of stuff gets reported. But I am looking for 3 main things. 1: What is the fastest growing and most innovative frontier of ecommerce? 2: What are the big new bundles for consumers and the new products / services for merchants? 3: How did the company do in the stress test? You c…
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5 Ways 5G and 5.5G Are Game Changers for Business (182)
39:12
39:12
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39:12
This week’s podcast is about 5G and 5.5G (also called 5G-Advanced). This is a short-list of scenarios where they are going to have a big impact. 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 Te…
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Is Life Just AI Agents Plus Gaming Engines? (181)
34:51
34:51
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34:51
This week’s podcast is about digital and AI agents. This will lead to the emergence of non-human platforms and business models. 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 …
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Huawei's New AI Tech Stack and "All Intelligence" Strategy (180)
38:33
38:33
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38:33
This week’s podcast is about Huawei's new AI tech stack, which is impressive in its ability to provide end-to-end solutions. Also their new "All Intelligence" Strategy. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and …
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3 Take-Aways from My Interview with Lazada CEO James Dong. And CTO Howard Wang (179)
42:59
42:59
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42:59
This week’s podcast is about my interviews with Lazada CEO James Dong and CTO Howard Wang. Here are my 3 three take-aways. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us a…
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My Predictions for Apple vs. Huawei in China (178)
47:07
47:07
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47:07
This week’s podcast is about the high profile events at both Apple and Huawei in China this month. Here’s my breakdown on what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business…
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JD's Big Play for Low Cost China (177)
39:21
39:21
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39:21
This week’s podcast is about some big moves at JD.com - especially their big strategic move to go after the low-cost market of China. Here's my breakdown on what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy a…
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Understanding Hyper-Politicized China (176)
43:16
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43:16
This week’s podcast is about the current hyper-politicization of all things China. It's my take for assessing what it means. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us…
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3 Rules for Winning Big in Digital (175)
34:58
34:58
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34:58
This week’s podcast is about digital transformation, which is a long-term and complicated effort by established companies. This podcast is about what really matters. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and tra…
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3 Strategy Lessons from My Visit to Ant (174)
35:25
35:25
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35:25
This week’s podcast is about my visit to Ant Group. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. -------- I write, speak and consult about how to…
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The Sexy But Dangerous Economics of Digital (173)
32:27
32:27
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32:27
This week’s podcast is about digital / information economics. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. If you’re interested in talking digital strategy and transformation for your business, contact us at TechMoat Consulting. —-- Related articles: Can ByteDance Br…
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