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The Tech Strategy Podcast

Latest episodes

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Jun 1, 2025 • 35min

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

A captivating exploration of Tencent reveals its deep integration of AI into services like WeChat, which boasts an astonishing array of functionalities. The company’s all-in commitment to Yuanbao and Hunyuan LLM underscores its ambitious vision for AI Cloud. Additionally, Tencent's evolution from messaging to a powerhouse in gaming and enterprise services rivals innovations from Microsoft and OpenAI. Personal reflections on reducing phone dependence provide a refreshing perspective on enhancing daily life and communication.
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May 23, 2025 • 42min

From Learning and Adaptation to Intelligence (248)

This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with 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.Here is the link to our Tech Tours.6 Levels of Rate of Learning and Adaptation.Tactics: Such as marketing, inventory and assortment, store layout, pricing, churnCustomer retention, customer segmentation and other more complicated questions.Adapting current products and services. Such as personalization. New products and services. And technologies.Internal processes.Business models.4 Rate of Learning and Adaptation Capabilities:Signal CapabilityExperimentation CapabilityOrganization CapabilitySystem Capability--------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 helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show
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May 16, 2025 • 44min

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

Dive into Huawei's innovative AI strategy, focusing on their impactful 'Cloud for AI' approach. Discover how they optimize hardware for better AI performance and explore the fascinating world of multi-agent systems, enhancing automation in various industries. The discussion also takes a cultural detour, sharing vibrant travel experiences in Phuket, from stunning beach adventures to the unique blend of local and international influences. Get ready for a mix of tech insights and travel tales that captivate the imagination!
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Apr 30, 2025 • 48min

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

Explore the evolution of audience engagement on platforms like YouTube, TikTok, and Instagram, revealing the shift from mere content consumption to vibrant community interaction. Discover the common misconceptions about profitability and user dynamics. Learn how modern content strategies are reshaping the social media landscape, including the rise of Threads as a competitor to Twitter. Plus, enjoy some lively anecdotes about thrilling water adventures and the joys of aquatic activities after living in Southeast Asia.
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Apr 19, 2025 • 49min

Lessons from My Visit to Alibaba Cloud (244)

Discover the exciting world of Alibaba Cloud and its impact on e-commerce during a recent visit to Hangzhou. Engage with themes like social commerce, where livestreaming merges entertainment with shopping. Learn how AI innovations are revolutionizing customer experiences, fostering hyper personalization, and shifting focus to discovery-driven shopping. The discussion also highlights U.S.-China trade tensions, revealing intricate dynamics and future implications for global markets. Uncover the tools empowering retailers to thrive in a rapidly changing digital landscape.
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Apr 11, 2025 • 29min

Lessons from My Visit to Baidu Headquarters (243)

This week’s podcast is about my visit to Baidu.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 helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show
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27 snips
Mar 30, 2025 • 53min

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

Dive into insights from visits to Xiaomi and Unitree Robotics! Learn how Xiaomi is mastering consumption ecosystems and maximizing production agility, particularly in the EV market. Discover how their innovative manufacturing approaches challenge industry giants. Unpack the fascinating advancements in robotics with Unitree, featuring their agile robotic dogs designed for various applications. The conversation also highlights the rapid innovations shaping China's tech landscape, revealing the vibrant energy of its emerging market.
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4 snips
Mar 18, 2025 • 36min

An Introduction to WeRide (241)

Dive into the fascinating world of WeRide, a leader in autonomous vehicles in Guangzhou. Explore how AI and robotics are reshaping business models and the unique challenges of Chinese cities. Discover the competitive advantages of economies of scale and scope as WeRide diversifies its offerings. Learn about the importance of management skills in tech companies and anticipate cultural adventures as the speaker shares insights from their travels. It's a thrilling look at the future of mobility and digital strategy!
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Mar 10, 2025 • 58min

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

Discover the transformative journey of Horizon Robotics and the surge of Chinese autonomous vehicles. The discussion highlights how open-source technology fuels innovation in transportation, creating robust ecosystems for developers. Learn about the monetization challenges in tech ecosystems, with insights into Google Play and the potential of Web3 for empowering developers. Delve into the evolution of AI in autonomous vehicles and China's ambitious quest for tech self-sufficiency, driven by collaborative strategies and groundbreaking advancements.
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Feb 22, 2025 • 42min

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

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 helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.Support the show

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