The Tech Strategy Podcast

This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.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 main points:1-Social and community platform commerce. Livestreaming (entertaining plus impulse shopping)Community platforms. Interest based social commerce.2-Discovery-driven customer experiences and conversational search. Not keywords. Focus on discovery phase and impulse purchases.AR/VR (image search is easy version)Hyper personalizationAI0driven browsing and conversational search3-Tools to level the playing field Chatbot for CSRLLMsContent generation for marketing  ——–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

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

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.

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!

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.

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

Discover the evolving landscape of AI agents and their pivotal role in business by 2025. Learn about the rise of autonomous AI technologies and their applications in daily life, bolstered by advancements from major Chinese companies. The podcast highlights the unique power of independent AI agents compared to traditional tools, emphasizing their potential to transform business interactions. Delve into the influence of external factors on information flow and authenticity, reflecting on the growing significance of AI in today's world.

This discussion dives into the meteoric rise of Chinese tech giants like DeepSeek, BYD, and TikTok, challenging U.S. supremacy. Listeners will discover how an influx of young consumers drives the popularity of apps like Red Note amidst TikTok restrictions. Additionally, the podcast examines the competitive strategies of these companies in electric vehicles, robotics, and AI, underscoring the unique advantages they possess. The complex political landscape surrounding TikTok adds an intriguing twist, highlighting the evolving dynamics of global tech rivalry.

Dive into Alibaba's strategic resurgence with a focus on four key engines driving innovation. Explore how they are reorganizing their e-commerce, enhancing global logistics, and ramping up cloud services—all while pioneering groundbreaking generative AI offerings. The conversation enriches with reflections on the challenges of international markets and a delightful contrast to Parisian culinary adventures. Expect insights on digital transformation and a vibrant mix of tech and culture.

Discover the hidden intricacies of economies of scale. Learn why it's crucial to distinguish between different types of scale and the pitfalls of high-growth markets. Unpack the concept of minimum efficient scale and how digital disruption reshapes competitive dynamics. Additionally, find out why demand-side competitive advantages are essential for success in today’s market. This discussion highlights how smaller businesses can leverage technology to challenge larger enterprises, making it a must-listen for anyone interested in business strategy.