The Tech Strategy Podcast

Dive into the surging world of AI infrastructure and discover why businesses need to grasp AI capabilities and costs. Explore the frenzy of AI data center expansions worldwide and learn about the four essential components that define them. Compare the diverse strategies of major players like XAI, OpenAI, and Microsoft, and uncover unique approaches from Chinese firms using alternative chips. Gain insights on integrating generative AI into existing applications and how this shift is reshaping business cost structures.

Discover the core of digital strategy with four essential topics. Learn how to pinpoint where to play and how to win in the digital landscape. Explore the importance of growth, constant customer improvements, and operational performance. Delve into the concept of building moats for competitive advantage. See how generative AI is reshaping strategies and the implications for digital operations. This conversation is packed with actionable insights for anyone looking to elevate their digital game!

This week’s podcast is a plan for building an Agentic AI operating 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 our Tech Tours.Here are the mentioned articles. A lot of this thinking is from these McKinsey articles.The agentic organization: Contours of the next paradigm for the AI eraThe change agent: Goals, decisions, and implications for CEOs in the agentic ageHere are the building blocks for an Agentic AI Operating Model:Operating model. Based on AI-first work flows. With agent teams as the building blocks. Plus orchestration of agent teams.Hybrid workforce, with new talent profiles.Technology and dataGovernance -----------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a 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

Discover the exciting insights from the Tencent Cloud Data Ecosystem Summit! The discussion unfolds Tencent's strategy with AI, highlighting its impressive Hun Yuan LLM and the importance of digital avatars. Learn about the cutting-edge Tyros robotics platform and the diverse AI enhancements across Tencent's apps. Key business results, like Yuanbao adoption and the marketing cloud's impact, also take center stage. Plus, hear about their visionary leaders shaping the future of AI in the cloud!

Discover how to transform operations by treating data as the lifeblood of your organization. Learn strategies for monetizing data and uncover valuable analytics use cases that drive insights and predictions. Explore the importance of management dashboards for swift decision-making and the competitive edge gained through rapid learning and adaptation. Delve into the role of generative AI in enhancing data architecture, empowering agile teams with customized data products, and how AI agents can streamline coordination across teams.

Discover why bundling is a game-changer in the digital marketplace, creating benefits for both sellers and buyers. Explore the complexities of product bundling and how factors like customer willingness to pay play a vital role. Unpack the myth of data moats and network effects, revealing that success is often about learning and adaptation. Dive into the nuanced relationship between data quality and decision-making, and hear intriguing case studies that reinforce these concepts. Plus, get a glimpse into personal travel experiences tied to business ventures!

This week, the discussion centers on the multifaceted journey of digital growth, emphasizing the need for daily commitment and strategic decision-making. It dives into the distinction between core and adjacency growth strategies, revealing how companies can leverage their strengths while exploring new opportunities. Key insights into sustainable growth stress the importance of strong core businesses and customer loyalty. Plus, there's an intriguing reflection on the Alien franchise, blending film critique with broader themes of adaptation and innovation.

Dive into the intriguing world of habit formation and discover how Gmail’s clever design keeps users engaged. Learn about the psychological triggers that create lasting habits and how variable rewards offer motivation. The discussion also touches on AI's role in consumer interactions, with fun personal stories woven in. Plus, get insights on how companies can replicate these strategies to boost user retention and engagement. Perfect for anyone looking to enhance their understanding of digital product psychology!

Dive into the fascinating world of generative AI and its role in transforming business strategies. Discover how it enhances coordination, revolutionizing communication and operational efficiency. Hear examples from industries like shipping and construction that showcase its potential. Personal anecdotes add a unique touch, including a memorable trip to Krabi, Thailand, and exciting travel plans to China. This engaging discussion reveals how AI is reshaping traditional business models and creating new avenues for value within ecosystems.

Discover the remarkable rise of Cainiao, Alibaba's logistics arm, despite its unclear strategy. The discussion reveals how organizations can thrive amidst uncertainty. Get insights into an exciting new tech tour in Shenzhen that allows deeper engagement with tech leaders. Explore the transformation of logistics in e-commerce and the blurred lines with technology. Also, learn about innovative AI advancements, including a voice-command image generation tool that’s changing the landscape of digital media.