The Tech Strategy Podcast

Jaksot

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  Digital Avatars Are Ending Human Livestreamers. And What to Do About It. (296) 09.09.2026 47min

  This week’s podcast is about my recent tour to Hangzhou and Alibaba headquarters. And my 3 take-aways from the epicenter of ecommerce meets 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 TechMoat Consulting. Here is the link to our Tech Tours. My big take-aways are: Agentic Commerce Is Now an Arms RaceEveryone needs to upgrade their capabilities with AI and agents to stay compet...
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  WorkBuddy Goes Global. Other Tencent Buddies Will Follow. (295) 06.09.2026 42min

  This week’s podcast is about WorkBuddy, Tencent's flagship Agent product. It is currently going international. And will likely be followed by Tencent's other "buddy" products: CodeBuddyToastMarvisArdotMioraima CopilotYou 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 TechMoat Consulting. Here is the link to our Tech Tours. Disclosure. I have had a paid consulting relationship with Tencent in the p...
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  Huawei and China Unicom Pioneered "Robot-Native Networks" at the World Humanoid Robot Competition (294) 25.08.2026 44min

  This week’s podcast is about the robot-native network Huawei and China Unicom built for the World Humanoid Robot Games (WHRG) in Beijing. 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 TechMoat Consulting. Here is the link to our Tech Tours. Disclosure. I have had a paid consulting relationship with Huawei in the past twelve months. ----------- I am a consultant & keynote speaker on how to...
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  5 Take-Aways from the Unitree Filing (293) 17.08.2026 45min

  This week’s podcast is about Unitree, which is about to go public. Plus, there is a quick intro to Tencent's Robot Brain (Tairos). 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 TechMoat Consulting. Here is the link to our Tech Tours. Here are my 5 take-aways: A good growth story in robodogs and humanoids. Rapid growth. Highly diversified. In both product categories.Unitree has frontier-level ...
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  Shein vs. the Ecommerce Giants: Why Cross-Border Fashion Is Not Enough (292) 09.08.2026 53min

  This week’s podcast is about Shein, which is about to go public. It has had a lot of success as a specialist in cross-border fashion ecommerce. But it needs to move beyond this going forward. 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 TechMoat Consulting. Here is the link to our Tech Tours. Here are my 5 questions (thus far) for assessing the viability of a specialty ecommerce ...
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  DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291) 02.08.2026 49min

  This week’s podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are: AgiBot (discussed in last podcast)GalbotBooster RoboticsDEEP RoboticsYou 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 &...
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  Why I Like AgiBot Robotics (290) 26.07.2026 1t 4min

  This week’s podcast is about AgiBot, a fast rising full stack robot business in Shanghai. 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. Why I like AgiBot: Has rapidly expanded into a full suite of robotsGoing after all the humanoid industries and use casesBuilding an almost full AI tech stack. Everything except chips.Founded and run...
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  My 4 Take-Aways from WAIC 2026 (289) 21.07.2026 41min

  This week’s podcast is about my visit to WAIC 2026 in Shanghai. 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. Take-Aways: Robots and AI are converging rapidly There is a convergence of world models / building, video generation and 3D model generationTencent has a very rapid product cadence. "Choose Your Buddy" is a user-friendl...
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  Meituan's LongCat Has Just Made China AI Independent (288) 12.07.2026 47min

  This week’s podcast is about the development and launch of Meituan's LongCat 2.0 LLM. This 1.6T parameter, frontier model was trained entirely on domestic hardware. That's a big milestone. 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 & keynote speaker on how to increase digital growth and stren...
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  5 Steps to Get Started in Agentic Commerce (287) 05.07.2026 48min

  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...
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  Innovation and Strategy Lessons from My Visit to CATL - Part 1 (286) 15.06.2026 50min

  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...
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  What the SpaceX IPO Filing Teaches Us About AI and Tech Strategy (285) 06.06.2026 44min

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

  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...
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  The Huawei Trifold Smartphone is Awesome. Why Is Huawei More Innovative than Apple? (239) 06.06.2026 42min

  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...
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  How Do You Actually Win in Consumer Electronics? Lessons from Huawei. (283) 06.06.2026 51min

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

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

  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...
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  My Explanation of Tencent's Big, Revamped Push in AI and Agents (284) 05.06.2026 39min

  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...
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  What Matters in China Tech Right Now (282) 01.05.2026 45min

  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...
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  2 Problems with Scaling Agentic AI (281) 21.04.2026 36min

  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 ...