The Tech Strategy Podcast

Επεισόδια

• 5 Steps to Get Started in Agentic Commerce (287) 05.07.2026 48λ

  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 plusLow cost, tech agnostic AI architectureWhich probably means China. And probably Nvidia. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at...
• Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286) 15.06.2026 50λ

  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 plusLow cost, tech agnostic AI architectureWhich 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...
• What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285) 06.06.2026 44λ

  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 ov...
• The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247) 06.06.2026 47λ

  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. —– 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 consultin...
• The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239) 06.06.2026 42λ

  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. ------- 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 he...
• How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283) 06.06.2026 51λ

  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...
• My 5 Takeaways from Mobile World Congress 2026 (278) 06.06.2026 48λ

  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 Integra...
• 3 Lessons from the Launch of Huawei’s GT Runner 2 Smartwatch in Madrid (277) 06.06.2026 43λ

  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 techLesson 2: "Break...
• My Explanation of Tencent's Big, Revamped Push in AI and Agents (284) 05.06.2026 39λ

  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 InfrastructureTencent Kicked Things Off with the Hunyuan Hy...
• What Matters in China Tech Right Now (282) 01.05.2026 45λ

  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 bizFoundation modelsIt’s all about agentsRobots and embodied AI --------------- I am a consultant and keynote speaker on how to increa...
• 2 Problems with Scaling Agentic AI (281) 21.04.2026 36λ

  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 ...
• The First 1-Person Billion Dollar Firm!! MEDVi’s 5 Lessons in Agentic Ecommerce (280) 06.04.2026 44λ

  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: GenAI and agents are creating powerful new position as the primary user interfaceABCs (assistants, brokers, concierges) a...
• Moats and Marathons: Chapter 1 - Introduction (279) 02.04.2026 36λ

  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 i...
• The Winners and Losers in Seedance’s Total Disruption of Hollywood (276) 16.02.2026 59λ

  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: Viewers. It's amazing. GPUs and data centers. Plus energy providers. IP holders that get lots of attention. Independent creators who ...
• Alibaba's 8 Big AI Apps (275) 09.02.2026 44λ

  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: QwenDingTalkAmapQuarkPlus, Accio and AidgeTmall and TaobaoFliggyYouku and Wan-------- I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats. I am th...
• How I Think About Digital Moats (274) 31.01.2026 51λ

  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 dig...
• 7 Take-Aways from My Visit to Alibaba (273) 23.01.2026 39λ

  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: “AI Plus Ecommerce” Is the Big Focus DomesticallyThe China Instant Commerce War Was EntertainingThe Instant Commerce War Strategically Important for AlibabaAlibaba’s Liya and Digital KOLs Are Ama...
• My 4 Step GenAI Strategy (272) 11.01.2026 45λ

  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. ...
• 7 Tech Predictions for 2026 (271) 31.12.2025 33λ

  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...
• Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270) 18.12.2025 35λ

  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 partn...